Only one Organization can be created for an Account Administrator.
A Zoho Analytics account, subscribed to a paid plan is an Organization. An Organization can have multiple Workspaces inside it. It can have multiple Users associated with it. Users have access to the Workspaces and functions, based on their various roles.
When you sign up for a Zoho Analytics account there are 2 possible cases.
Case 1: When you sign up for Zoho Analytics and your account has not been associated with any organizations previously then an organization for your account will be created. You can view this organization by clicking the Org icon.
To rename your organization, hover your mouse over the organization that is created and click Rename Organization .
An Owned badge will be displayed next to Organization that you own.
Case 2: In case you have been already added to an organization before signing up for Zoho Analytics, an organization for your account will not be created . Zoho Analytics, however, allows you to create your own Organization as well. You can check the Organization that you are a part of by clicking the Org icon. The organization that you are a part of will be listed here.
To create an organization, click the Org icon and then click Create own organization button.
Please refer to the previous question to learn about Organization creation.
You can view all the organizations that you are a part of by clicking the Org icon. If you own an Organization, then an Account Admin badge will be displayed next to the organization.
Zoho Analytics allows you to own only One organization. But, you can be a part of any number of organizations.
You can be a part of any number of organizations.
Zoho Analytics has three types of Administrators. They are:
Account Administrator is a person who is the owner of a Zoho Analytics organization and has the authority to perform all possible operations available. This includes creating an Organization, creating Workspaces, creating reports/dashboards, managing users, sharing reports, managing subscription etc. There can be only one Account Administrator for an account.
Workspace Administrator is the person who is the admin of a specific Workspace(s) in a Zoho Analytics Organization. Workspace Administrator can perform all the operations in a Workspace, except deleting, renaming, or backing up a Workspace. The Workspace Administrator can be added by both the Account Administrator and the Organization Administrators.
You can find the administrator of the organization that you are a part of by clicking the Org icon. The email id of the administrator will be listed under the corresponding Organization name.
Yes, there can be more than One administrator for an Organization. The Account Administrator alone can add a user as an Organization Administrator.
To set an Organization as default, click the Org icon. All organization will be listed. Hover your mouse over the Organization that you wish to set as default and click the Make as default icon.
Selecting All Organization option will display all the Workspaces from all the organizations (owned and shared).
The Workspaces from your Organization will be listed under the Owned tab and the Workspaces that are shared with you will be displayed under the Shared tab.
You can set All Organizations option as default by clicking the Make as default icon that appears next to it.
Yes, you can unsubscribe from an organization, provided it is not the only Organization you are part of.
Follow the below steps to unsubscribe from an Organization.
You can delete an Organization only if you are the administrator of the Organization and your account is associated with at least one other Organization.
Follow the below steps to delete the Organization.
Note: Deleting an Organization is an irreversible action. You will not be able to recover workspaces and reports from the Organization again. Hence use this options cautiously.
You can add a user to your organization by simply sharing a view or a Workspace with them or by adding a user directly to your account from the Manage Users tab.
You can add a user as Administrator from the Manage Users tab of the Settings page. Follow the below steps to add an Organization Administrator.
Yes, you can change the user role anytime you want.
Follow the below steps to change user role.
Yes, you can transfer your account to one of your Organization Administrator.
Follow the below steps to transfer your account.
Yes, you can add an existing user to your organization by using the sharing options available with Zoho Analytics or by adding them directly to your account from the Manage Users tab.
You can remove a user from your organization by deleting the user from your account.
Refer to the following section to learn more about deleting a user.
Please do note that this option will only delete the user from your Organization. It cannot be used to delete the Zoho Analytics account of the User.
Users can sign up for Zoho Analytics by visiting the Zoho Analytics website. Please refer to this help section to know how a user can sign up for a Zoho Analytics account. If an existing Zoho Analytics user has been added to an organization, then he can simply sign in to Zoho Analytics to access the Workspace that is shared with him in the organization.
You can share the reports and dashboards to the members of your organization using the Share option. Please refer to the topic Sharing and Collaboration to learn more.
Zoho Analytics has 4 user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click here to learn about user roles in detail.
By default, all the workspaces in the selected organization will be listed. Click the org icon all organization you are part of will be listed. Selecting the Organization will load all the Workspaces that is available for you in that Organization. Selecting All Organization will load all the Workspaces that is available for you.
This can happen when an administrator has added you as a user into his account but has not shared any reports or dashboards with you. Kindly contact the administrator and ask him to share the necessary reports and dashboards with you.
You can view all the Workspaces that you have access to by clicking the Org icon and selecting the All Organizations. The workspaces that you have created will be listed under the Owner tab and the workspaces that are shared with you will be listed under the Shared tab.
As a user, you can be part of multiple organizations. And you can create workspaces in organizations where you have Organization Admin privilege. Follow the below steps to create a Workspace in such organizations you are a part of.
You will be allowed to create a Workspace only if you are the administrator of that Organization.
You will be allowed to only edit the settings of the organization that you are the administrator.
To edit the settings of your organization,
You can purchase a paid plan for your organization by clicking the Subscription link from the Organization that you own (that you are the administrator of). Please refer to the following help link to learn more about the subscription .
You can manage the subscription of your organization by clicking the Subscription link from the Organization that you own (that you are the administrator of). Please refer to the following help link to learn more about upgrading/downgrading your plan.
Yes, the users of your organization will be able to enjoy the benefits that you have granted to them as long as they are in your organization. Your subscription is associated only with your organization. Please refer to the following help section to learn about granting permissions .
The subscription of an account is associated along with the organization. Therefore you will be able to enjoy the benefits of the paid plan as long as you are in the organization that has been shared to you by your administrator. If you have created a new Organization then the subscription of your Organization account will not be applied to it.
You can only manage the settings of the Organization that you have created. This pop up will appear when you are in an organization that has been shared with you. If you have your own Organization we request you to select the Organization and then click the Settings link.
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