Adding a new user to my Zoho CRM account but this user already created his own free zoho CRM version
Dear All.
I am trying to add a user to my Zoho CRM account, but this new user already created a ZOho CRM account of his own. So when I try to add the user it says his email has already been taken.
I actually found the following solution:
You can add an existing user to your company’s CRM account by replacing the email address in his/her account with another one. This is necessary because if an email address is used to create a Zoho CRM account, it cannot be used again to add the same user in another CRM account. So, without closing the account, the user can replace the email address, which is needed to join the company account.
To release the email address
- Log in to http://accounts.zoho.com.
- In the Home page, click Email Address.
- In the Email Address page, add a new email ID.
A confirmation email will be sent to the new email ID.
However as we are also using Zoho Projects, so I am afraid if he changes his email address in accounts.zoho.com it may interfere with his Zoho projects log in, as he also uses same company email address for zoho projects as well as for zoho CRM. Can someone give me a tip ??
Thanks,
JUAN ARBELAEZ
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.