Adding users | Zoho Creator Help

Adding users

What does this page cover

On this page, you'll learn how to add users to your Zoho Creator account. This includes adding administrators and shared users. Before adding users, learn about users in Creator.

Availability

  • Only super admins and admins can add users to the organization.

  • The number of users you can add depends on the user limit in your plan. You can check the user limit for your plan on the Billing page. Additional users can be purchased if needed.

 

1. Overview  

Users are the members of your organization who can be added to Creator to build or use the applications in Creator. Depending on the user type, users may have full access to build and manage the applications or limited access only to use the applications in live mode.  

 

There are three types of users in Zoho Creator.

  • Super admins - The account owner who has full access to the Creator platform, and can manage the subscription and billing. There can be only one super admin per organization.

  • Admins - Users who have full access to the Creator platform and all its modules. Unlike the super admin, they cannot manage subscription and billing details. Multiple users can be added as admins.

  • Shared Users - Users who have access only to specific applications or solutions they are added to. Depending upon the solution, they can be added in different roles and permissions.
     

    Solution

    User

    Description

    Application

    Live user

    Can access only the live mode of the application

    Developer

    Can access both the live and edit mode of the application. They can also be given permissions to access and publish the application in the Development and Stage environments.

    App admin

    Have admin access and can manage its users, deployments, settings, and all other application-level configurations. Learn more

    BI & Analytics

    User

    Can access the Analytics solution they are added to.

     

    Workspace admin

    Has admin access and can manage the assigned BI & Analytics workspace.

 

 

 

 










   


                           Apart from the above two solutions, a shared user can be given access to Integration Flows and RPA flows.


Users can be added to Zoho Creator in two ways:
  • As an admin - Offers the user complete access to all the Creator modules.

  • As a user - Offers the user access only to specific applications, and other solutions including Analytics and Flow.

Once a user is added, they will receive an email invite. Upon accepting the invite, the use will be able to access Creator with the permissions associated with their user type.

        

2. Adding an administrator    

Adding an admin user provides complete access across the Creator platform including all the Creator modules, applications, BI & Analytics, and Integration Flows. They can build and edit applications, manage all application data, handle user operations, and create integration workflows. Unlike shared users, admins are not restricted by roles and permissions. Granting admin access shares the entire Zoho Creator account with the user, giving them unrestricted control across all Creator modules. However, unlike the super admin, administrators cannot manage subscription and billing details or perform account owner-specific actions.

InfoInfo: You can also change an existing user as an administrator by following these steps.

 2.1 See how to add an admin
 

 

 2.2 Steps to add as administrator 

  1. Navigate to Users under the Manage section in the left pane of the Creator homepage.
    NotesInfo: Zoho One users will be redirected to the One Admin Panel to add and manage administrators. Learn more 

  2. Click the down arrow next to the Add User button on top-right side of the page and select Add Administrator. The Add Administrator pane will slide in from right.
    Zoho Creator Users page under the Manage section, with the down arrow beside the Add User button expanded to show the Add Administrator option

  3. Enter the email address and name of the required user in the right pane.

  4. Tick the Send email notification checkbox to send an invite to the user to join Creator.
    Add Administrator pane in Zoho Creator with the Email Address field, Send email notification checkbox selected, Name field, and Add Administrator button

  5. Click Add Administrator. This adds the user as the administrator and will be listed in the Users tab.

 

3. Adding a user  

Zoho Creator allows you to add members of your organization as users to grant them access to specific applications and solutions. A user can be assigned as a live user, developer, or app admin in different applications depending on their responsibilities in each application.

 

Their access to components in the application are controlled through roles and permissions tailored to their responsibilities. This ensures secure and controlled access.

NotesNote: A single user can be given access to multiple applications with different user types without restriction.

3.1 See how to add a user 


 

3.2 Steps to add a user 

  1. Navigate to Users under the Manage section and click the Add User button in the top-right corner.

  2. Enter the email address and name of the user in the Add User slider. Tick the Send email notification checkbox to send an email invite to join Creator.
    Add User pane in Zoho Creator showing the Email Address and Name fields, Send email notification checkbox, and the Create Application Privilege and Access Integration Flows toggles enabled

  3. Enable the Create Application privilege toggle to give permission to the user to create new applications.
    NotesNote: Users who create an application automatically become its App Admin and can manage the application. Learn more about app admin.

  4. Enable the toggle Access Integration Flows to allow the user to access the Integration Flows
    created in the Creator account.
    NotesNote: Enabling the Access Flows option will let the user create, edit, and delete flows, and create, test, delete, and reconnect app connections.

  5. Assign the user to applications with anyone of the three below user types.

    • Live user

      1. Click the User sub-tab and choose the preferred application from the Application Name dropdown.

      2. Under the Role dropdown, select the preferred role for the user.

      3. Under the Permission dropdown, choose the permission of the user in the app. Both role and permission are those configured for the selected application.
        To assign more applications, click + Add Application and repeat the above three steps (a-c).
        User tab in the Add User pane of Zoho Creator for adding a live user, with Application Name, Role, and Permission dropdowns set for two applications and the Add Application link below

    • Developer

      1. Click the Developer sub-tab and choose the preferred application from the Application Name dropdown.

      2. Under the Development section, choose the permissions that are applicable in the development environment. Choose one or both of the following options:.

        • Access gives permission to edit and access the application in the development environment.

        • Publish gives the permission to publish the changes made in development environment to Stage.

      3. Under the Stage section, choose permissions that are applicable in the stage environment. Choose one or both of the following options:

        • Access gives permission to access the app in the stage environment.

        • Publish gives permission to publish the app from stage to production environment.
          Note: Both the Development and Stage sections appears only when the application is added to the environment. You can add the app to environment by navigating to Environments under the Deploy section in the left pane.
          Developer tab in the Add User pane of Zoho Creator, with an application selected and Access and Publish permission checkboxes for the Development and Stage environments

    • App admin

      1. Click the App Admin sub-tab and choose the preferred applications. To assign additional applications to the user as an app admin, click + Add Application.
        App Admin tab in the Add User pane of Zoho Creator, with two applications selected to assign the user as app admin and the Add Application link below

  6. Adding a user to BI & Analytics solution,
    Notes
    Note: This option appears only when a BI & Analytics solution is already created.

    • Under the Workspace Name, choose the workspace to assign the user to.

    • Choose the role to be assigned to the user in the selected Analytics workspace under the Type dropdown.
      To assign more BI & Analytics solutions, click + Add BI & Analytics and follow the above two steps.
      Add to BI & Analytics section in the Add User pane of Zoho Creator, with the Workspace Name and Type dropdowns and the Add BI & Analytics link

  7. Click Add User. The user will be added and the respective solutions will be shared with them. User can then accept the invitation that is received in their email, sign-in to the Zoho Creator account and access the assigned solutions.  

 

4. Resend invitation

If the user you've added hasn't accepted the invitation or missed your invite email, you can reinvite them to join your Creator organization.


Steps to reinvite users
  1. Click Users under the Manage section in the left pane of the Creator homepage.

  2. Hover over the preferred user, click the ellipsis icon, and select Resend invitation. The email invite will be sent to the user.  


Points to note
  • Users added to a Creator organization must have their Zoho Creator account in the same data center as the organization owner’s account. Before adding users, ensure that their Zoho account belongs to the same data center as your Creator organization, since users from a different data center cannot be added.



 

Related topics 
What's next?
Previous step
What's next?

After adding users, you can learn about managing them in Creator. Additionally, explore how to import and export users in bulk.

Previous step

Get a comprehensive understanding of users and their types in Creator.