1. Overview 

A user is a member of your organization who is added to your Creator account to build or use the applications.

There are three types of users in Zoho Creator:

1. Super Admins - Have full access to the Creator account.
   
2. Admins - Have full access to the Creator account, similar to super admins.
   
3. Shared Users - Have access only to the specific applications or solutions they are assigned to.
   

They can be managed with the below options.

1. View users
   
1. View the list of users added in your Creator account.
   
2. Filter the users based on any criteria and view the relevant users.
   
2. Modify users
   
1. Change the name of the user and the privilege granted.
   
2. Promote a user to an admin
   
3. Assign solutions to a user: Share the required Application or Analytics with the user.
   
3. Determine user's access
   
1. Deactivate a user to temporarily restrict access to the account
   
2. Activate a user to restore access to the account
3. Delete users to permanently remove a user from your Creator account 
   
   

2. Manage users     

2.1 View users 

To view the users added to your Creator account

1. Click Users under the Manage section of the Creator homepage. All the users of your organization will be listed.
   
2. Click any required user to view their details. A detail view page will slide in from the right where you can view or edit the user's details and the solutions assigned to them.
   
   

   Note: For super admins and admins, this summary page will not appear as they have access to all the applications and solutions in the account.
   
   

2.2 Assign solutions to user  

You can assign solutions to a user or modify their existing solution access directly from the user's detail view. This includes assigning new solutions, editing the user's role or permissions in an existing solution, or removing a solution from the user.

Note: A single user can be assigned to multiple applications with different user types in each application.

To assign or manage solutions

1. Click Users under the Manage section of the Creator homepage, then click the required user from the users list. The user's detail view will slide in from the right.
   
2. To assign an application, click the respective user type tab: User, Developer, App admin.
   
3. Click + Add Application. A pop-up will appear from which you can choose the solution type and configure the access accordingly.
   

   User Type	Access	Configuration
   Live User	Can access the live mode of the application	Choose the application, role, and permission.
   Developer	Can access both live and edit mode of the application	Choose the application. If the app is already added to environment, choose Access and/or Publish permissions for the Development and Stage environments.
   App Admin	Have complete admin access to the application	Choose the application. The user will have full control/ admin access to the application.

4. To assign a BI & Analytics workspace, click + Add BI & Analytics, then choose the workspace and assign a role.
   
5. To give access to Integration flows, enable the Access Integration Flows toggle.
   
   The user will be assigned to the respective solution.

2.3 Filter users    

You can filter the users to view only a specific list of users that you require.

To filter users

1. Click Users under the Manage section of the Creator homepage, then click Filter at the top-right corner of the users list.
   
2. The Filter pane will appear. Here, you can select criteria to filter users. It is not mandatory to choose all the fields, you can filter by choosing even a single criterion.
   
3. Choose the following required options:
   
1. Application: Choose the applications to filter the users who are assigned to the selected applications.
   
2. User Status: Choose the status of the user that denotes whether the user's account is active or not. There are two options: Active, Inactive.
   
3. Invite Status: Choose the invite status that denotes if the invitation sent to the user is in the Invited or Confirmed status. 
   
4. Last Activity: Select an option to filter users whose last activity was during the selected period.
   
5. Users with create app privilege: Check this box to show only the users for whom the Create application privilege is enabled.
   
4. Click Filter. This shows the users with the filtered criteria. The applied filters can be viewed on hovering the Filter option.
   

You can remove the filter by clicking the Remove icon. Further, you can also edit the filter by clicking the Filter icon and making the required changes.

2.4 Edit name

The Edit name option available under the Users module allows you to customize how a user's name appears within Creator. This is especially helpful for ensuring consistency or applying a preferred display name.

To edit name

1. Click Users under Manage section of the Creator homepage. Hover over any required user, click the More icon, and select the Edit Name option.
   
2. In the Edit Name pop-up, make changes to the name of the user and click Update. The corresponding user's name will be updated.  

2.5 Promote user to admin    

You can promote a user to admin, which gives them complete access to all the modules and applications in Creator.

To change user role to admin

1. Click Users under the Manage section of the Creator homepage.
   
2. Hover over the required user and click the More icon.
   
3. Select Make as Admin.
   Once changed, the user will have administrator permissions.     

2.6 Enable or disable create application privilege  

The Create Application privilege allows a user to create new applications in the Creator account without granting organization-level admin access.

To enable or disable the privilege for a user

1. Click Users under the Manage section of the Creator homepage.
   
2. Click the required user from the users list. The user's detail view will slide in from the right.
   
3. Enable or disable the Create Application Privilege toggle as required. The change will be saved automatically.
   
   When enabled, the user can create new applications in the Creator account. When disabled, the user can no longer create new applications. Existing applications created by the user remain unaffected.

Note: Only super admins and admins can enable or disable the Create Application privilege.

2.7 Activate user 

A user who has been deactivated previously can be activated to restore access to the account.

To activate a user

1. Click Users under the Manage section of the Creator homepage.
   
2. Hover over the required user and click the More   icon.
   
3. Select Activate.
   
4. Click Activate in the pop-up that appears.
   

Note: When the Creator account subscription expires, all users are automatically deactivated. The super admin can activate the required users after the subscription is restored.

2.7 Deactivate user 

A user can be deactivated to temporarily restrict them from accessing the workspace of your Creator account.

To deactivate a user

1. Click Users under the Manage section of the Creator homepage.
   
2. Hover over the required user and click the More icon.
   
3. Select Deactivate.
   
4. Click Deactivate in the pop-up that appears.
   

The selected user will be deactivated and will be temporarily blocked from using your organization's Creator account.

Note:

When you deactivate a user, the connections authorized by that user (if any) will be revoked. If those connections are used in applications, they will become unauthorized.

To prevent disruptions to your application's functionality, the super admin or admins must reactivate the user within 30 days. Alternatively, click Review to view all connections authorized by the user and reauthorize or switch those connections to another account.

Once reactivated, the user can resume using the connections normally. If the user is not reactivated, the authorization will be permanently revoked, and the tokens will be lost.

We recommend keeping the respective user informed to ensure smooth continuation of service.

2.8 Delete users 

Deleting a user permanently removes them from your Creator organization.

1. Click Users under the Manage section of the Creator homepage.
   
2. Hover over the required user and click the More icon.
   
3. Select Delete.
   
4. Click Delete in the pop-up that appears.
   

The selected user will be deleted and will no longer have access to your Creator organization.

Note: When you delete a user who has authorized connections, those third-party connection authorizations will be revoked permanently and the connection, if used within apps, will become unauthorized.  

To avoid disruptions in the functioning of your application due to this revocation, the super admin or admins must review and reauthorize those connections. Upon clicking review, you can view a filtered list of connections authorized by the selected user, for which authorization has to be done. You can switch or reauthorize these connections as required or complete the reauthorization after the user has been deleted.  

1. Understanding users
2. Adding users
3. Importing and exporting users
4. Changing super admin