5 ways to secure your Zoho One organization

5 ways to secure your Zoho One organization

In observance of National Cyber Security Awareness Month, we'll discuss all the ways you can protect your Zoho One organization in this article.

1. Monitoring incidents

The first step in securing your organization is monitoring and identifying your weaknesses and vulnerabilities. Zoho One's new Dashboard is a handy tool that identifies threats faced by your organization. The Sign-in Details graph lets you assess the sign-in attempts of all users, the location and time of the attempt, and even the device used for signing in.

The Dashboard has already helped our users understand the threat to their organization's security and the tools they have to combat it. Here is some of their feedback:
  • I really love these new reports! I have browsed the reports, and I am seeing 1,585 failed login attempts in the past 7 days, most of them from outside the country. This is bringing a lot of insight and helping to educate users about security. - Christophe Mendéz, Operations Director - MZ Consultants
  • Great update! One of the most interesting things I have seen is the number of failed logins from around the world. Thankful for MFA [multi-factor authentication]. - Gordon Mankelow, Business Technology & Zoho Specialist - Relativity Limited
  • SPOT ON! Many customers don't bother [turning on MFA], but I believe it is essential. That said, in my list of failed logins are numerous IMAP logins from abroad. - Matt Koopmans, Founder & Director - Aurelian Group
Once you know where your problems lie, you can start fixing them. Learn more about dashboard and reports.

2. Access management

According to the 2019 Verizon Data Breach Investigations Report (DBIR), 34% of breaches occur due to internal actors, and most of these internally-caused incidents are not intentional. They are merely user errors. This highlights a need for stricter access management—the tighter the user access control, the fewer vulnerabilities for malicious parties to exploit.

A common pitfall for most of our users is enabling all the apps in their Zoho One bundle right away and granting everyone access to them. Use the Applications tab in Zoho One to ensure that only the right people have access to the right tools. For example, your support agents wouldn't need access to Zoho Books or Zoho Campaigns. Invest some time into auditing and managing your users' access.

Continuous access management with Zoho One

Regularly auditing your users' access and making changes manually might be infeasible in the long run. This is why we suggest you use Conditional Assignments in Zoho One. Conditional Assignment can automatically assign apps to existing and future users based on rule-based conditions. You can configure a condition to assign specific application roles to specific users, further fortifying access-based security. Learn more about Conditional Assignment.

Secure, trusted access points

Speaking of access management, securing physical access is just as important as securing digital access. We strongly suggest you make use of Zoho One's Allowed IPs feature to prevent malicious parties from gaining access to your organization. This feature follows the positive security model and allows your users to access their Zoho One accounts only from secure and trusted IP addresses. Learn more about Allowed IPs.

3. Secure delegation

The Verizon DBIR goes on to explain that the leading reason for security incidents is Privilege Misuse, which includes Unauthorized Access. Although "unauthorized access" sounds like complicated technical jargon, it is a simple concept—people signing in to accounts they shouldn't be signing into, often using credentials they obtain by unofficial (although not illegal) methods. A good example is a Zoho One Organization Owner sharing their credentials with an HR Manager, enabling them to add new employees to the organization. Even if the reasons behind the action are innocent, it leads to serious long-term problems.

If you find yourself in a situation where you need additional people operating your Zoho One organization, we strongly suggest that you use Zoho One Admins and App Admins to securely delegate responsibilities. Learn more about Admins.

4. Single sign-on

When talking about single sign-on (SSO), people tend to focus on convenience and ease-of-use. However, the biggest advantage of SSO is security. Not only does it eliminate the use of multiple passwords and the horde of problems they bring, it also follows the SAML 2.0 standard, ensuring only your users can access your applications. Learn more about using Zoho One as a SAML IdP.

5. Policy-based MFA

Using multi-factor authentication (MFA) is the first piece of advice given to organizations by almost every security expert. The only downside of MFA is that the more secure your authentication factors are, the harder they are to use. For example, using a hardware authenticator like Yubikey (which Zoho One now supports) is highly secure, but hard to use as it involves maintaining an additional hardware device. On the other hand, SMS-based OTPs are easy to use as they're tied to your mobile number, but they are considered the least secure form of MFA.

One way to handle this duality is through Zoho One's Security Policies. We suggest you create multiple security policies with varying degrees of security, and apply them to users based on their risk factor. Ask yourself which employees are handling your organization's most sensitive data. For example, Systems Admins or Payroll Managers may need stricter security policies than Sales Agents and Marketers. Learn more about Security Policies.



Now that you know the purpose of the different ways you can protect your Zoho One organization, we hope you'll be able to monitor and manage your security better! Happy National Cyber Security Awareness Month, and feel free to share your feedback in the comments section.

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • How to Add Users to your Organization in ZohoMail?

                                                              A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                              Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                            • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                                                                                              Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
                                                                                                            • ZohoSign and ZohoBooks Integration/Workflow

                                                                                                              Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
                                                                                                            • Manage monthly tasks with projectsf

                                                                                                              Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
                                                                                                            • Zoho Suite is very slow

                                                                                                              Since today Zoho is incredibly slow over all applications! What's going on?
                                                                                                            • How can I track which zoho users are actively using Zoho CRM

                                                                                                              I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                                                                                            • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                                                                                              When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
                                                                                                            • Combine and hide invoice lines

                                                                                                              In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and
                                                                                                            • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

                                                                                                              Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
                                                                                                            • The Social Wall: August 2025

                                                                                                              Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.
                                                                                                            • Transaction Locking with the dynamic date

                                                                                                              Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
                                                                                                            • Zoho Devops

                                                                                                              We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
                                                                                                            • Fuel up your sales with the Zoho SalesIQ + Bigin integration

                                                                                                              Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
                                                                                                            • Introducing AI-powered Assessments & Zoho's native LLM, Zia

                                                                                                              We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
                                                                                                            • Ability to Reset Visitor Fields During an Active Chat Flow

                                                                                                              Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
                                                                                                            • External ID in Zoho CRM

                                                                                                              Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
                                                                                                            • Some emails are not being delivered

                                                                                                              I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
                                                                                                            • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                                                                                              With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                                                                                            • Template modifiactions

                                                                                                              Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the
                                                                                                            • Aggregating the First Value in the Group By of a dataset

                                                                                                              Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
                                                                                                            • Admin Control Over Profile Picture Visibility in Zoho One

                                                                                                              Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                                                                                            • Track Zoho Campaign and Workflow sales impact

                                                                                                              I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase
                                                                                                            • Tables for Europe Datacenter customers?

                                                                                                              It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                                                                                            • What is a line break code for zoho?

                                                                                                              Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something
                                                                                                            • Automatic Project Owner change

                                                                                                              Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team
                                                                                                            • Button to add product to cart

                                                                                                              Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
                                                                                                            • Problem with Submit Button Design

                                                                                                              I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix
                                                                                                            • Zoho CRM- Authorize your Microsoft Teams account issue

                                                                                                              Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
                                                                                                            • Passing the CRM

                                                                                                              Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                            • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

                                                                                                              My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
                                                                                                            • Bank charges are applied. Please select a bank account.

                                                                                                              Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown
                                                                                                            • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

                                                                                                              Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests
                                                                                                            • Présentation de SecureForms dans Zoho Vault

                                                                                                              Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans
                                                                                                            • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                                                                                              Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
                                                                                                            • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

                                                                                                              Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
                                                                                                            • Sales order & purchase order item links for item details

                                                                                                              This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,
                                                                                                            • Custom Fonts in Zoho CRM Template Builder

                                                                                                              Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                            • Zoho Workdrive - Communication / Chat Bar

                                                                                                              Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
                                                                                                            • Introducing Profile Summary: Faster Candidate Insights with Zia

                                                                                                              We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
                                                                                                            • Kaizen #190 - Queries in Custom Related Lists

                                                                                                              Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
                                                                                                            • Next Page