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




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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

                                                                                              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

                                                                                                              • Spreadsheet View click & focus issue in Arabic (RTL) localization

                                                                                                                Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.
                                                                                                              • VAT rates - exempt and out of scope

                                                                                                                Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When
                                                                                                              • How to loop through Multiple Upload and Display Actual File Name

                                                                                                                I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but each
                                                                                                              • abou arattai

                                                                                                                I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.
                                                                                                              • Overlapping Reports in Dashboards

                                                                                                                It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good
                                                                                                              • Looking back at Zoho Calendar in 2025

                                                                                                                Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and
                                                                                                              • There was an error while connecting to GSTN

                                                                                                                I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"
                                                                                                              • Zoho Books Extension: What Happens If Custom Fields Already Exist?

                                                                                                                When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
                                                                                                              • Internal Server Error (500) When Attempting to View Banking Transactions

                                                                                                                I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.
                                                                                                              • How do I add a blank line to the Organisation Address Format?

                                                                                                                I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.
                                                                                                              • Automatic Invoice Number generation for createRecord

                                                                                                                Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.
                                                                                                              • Adding number of days to an estimate.

                                                                                                                I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J
                                                                                                              • Books Api: listing expenses created after certain dates

                                                                                                                Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?
                                                                                                              • Why can't we change the Account type from an Expense to an Asset?

                                                                                                                Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset
                                                                                                              • Is it possible to do validation for the Actions added to Reports?

                                                                                                                We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does
                                                                                                              • Ability to Edit Ticket Subject when Splitting a Ticket

                                                                                                                Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
                                                                                                              • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

                                                                                                                Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions
                                                                                                              • Zoho Voice API SMS

                                                                                                                I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on
                                                                                                              • How do I change (error) display messages

                                                                                                                Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.
                                                                                                              • Record Overseas Transactions Along with CC charges

                                                                                                                Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we
                                                                                                              • Easier onboarding for new users with stage descriptions

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,
                                                                                                              • Pieds de page personnalisé - Document Zoho Writer

                                                                                                                Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute
                                                                                                              • Permissions on Views

                                                                                                                Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,
                                                                                                              • Credit card transactions are backwards after importing statements

                                                                                                                I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
                                                                                                              • import data from Apollo.ai into zoho crm via zoho flow

                                                                                                                I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
                                                                                                              • Knowledgebase SEO

                                                                                                                We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
                                                                                                              • VIsual maindmaps in Zoho notebook Ai

                                                                                                                Can I create and export VIsual maindmaps in Zoho notebook Ai
                                                                                                              • 1stDibs Integration to Zoho Inventory

                                                                                                                Hello is it possible to integrate my Zoho inventory and 1stDibs?
                                                                                                              • Community Question: Renewal vs Invoicing

                                                                                                                This is a question for the community. Does anyone else consider there to be a difference between a subscription renewal event and sending out a recurring invoice for a subscription? For example, let's say customer XYZ purchases a 1-year subscription to
                                                                                                              • cloud console support for music websites

                                                                                                                Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments  to play. So I want to build a better  website than the one I mentioned. So wnated to know what UI & AI should I use so that
                                                                                                              • Scheduled Reports - Do not send empty report

                                                                                                                Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
                                                                                                              • Is Zoho One Desktop more secure than Zoho One Web SaaS?

                                                                                                                Is Zoho One Desktop more secure than using Zoho One in browser? Inherently, it seems desktop would be unless you don't do things like share your pw or leave pc on. I am concerned about data being on the cloud or someone else's server and database.
                                                                                                              • Reminder Settings - Time Tracker

                                                                                                                On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
                                                                                                              • Create Item group from a composite Item

                                                                                                                I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create
                                                                                                              • Main difference of Zoho Recruit Corporte version and Staffing HR vesion

                                                                                                                Hi Zoho, I need help to fully understand what is the main key point differences of Recruit Corporate version versus the Staffing HR version? We are currently using Corporate HR version and we are looking on having an insightful automated reporting, does
                                                                                                              • Out of Stock items showing in Commerce

                                                                                                                I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for
                                                                                                              • Is it possible to transfer data from one related list to another within the same module ?

                                                                                                                In the Leads module, there is an existing default Product related list that already contains data. Recently, I added a custom multi-lookup field, which created a new related list in the same Leads module. Now, I need to move the existing data from the
                                                                                                              • How to implement new online payment gateway?

                                                                                                                Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window
                                                                                                              • Formula working in MS Excel , is not working in Zoho Sheets, Filter fuction which is working in MS sheets per the attached workbook / Daily update.

                                                                                                                Filter function , which is working in MS Excel is not working in Zoho sheets. Please help on function of filter of particular class sheets and extract students name who has more than 3.5 hours of study hours on particular day depending on date in D7 cell.
                                                                                                              • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                                                                                                Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
                                                                                                              • Next Page