In Zoho Accounts, the mandatory fields under the Personal information section are set to default as soon as you register with any Zoho service. After logging in, you can change the information according to your preference. When you change certain fields under the personal information section, the corresponding fields in Zoho CRM will be updated automatically.

To learn more about managing your Zoho account, refer to these documents.

Change Name

First Name and Last Name in Zoho CRM are used to form the Full Name in Zoho Accounts i.e. Full Name = First Name Last Name (Example: Amelia Burrows).

To change name

1. Click on your profile icon and then click My Account.
   
   
   
   
2. In the Zoho Accounts page, in the sidebar, under Profile, click Personal information.
3. In the Personal information page, click Edit and update your First Name and Last Name.
   
4. Click Save.
   The First name and Last name field gets updated in Zoho CRM accordingly.

Change Password

You can change the password of all Zoho Services in Zoho Accounts.

To change password

1. Click on your profile icon and then click My Account.
   
   
   
   
2. In the Zoho Accounts page, click Security in the sidebar and, select Password under it.
   
3. Click Change Password.
4. Enter your Current Password, New Password, and Confirm new password in the corresponding fields.
5. Click Change Password.
   The New Password gets updated and should be used to sign in to all Zoho Services.

Reset Password

Users with any role can reset their password individually by clicking on the Forgot Password link in the Zoho CRM log in page.

To reset password

1. In the Zoho CRM page, click Sign in in the top right corner.
2. Enter your email address and click Next.
   
3. Click Forgot Password.
   
4. Verify CAPTCHA.
5. Click Continue to reset password.
   
6. Enter the one-time password sent to your email address and click Verify. This step may vary depending on what's been configured for your account. To learn more, see How to reset password.
7. Enter your New Password and confirm your new password by entering it again.
   
8. Click Change Password.
   The new password gets updated and should be used to sign in to all Zoho Services.

Change Preferences

You can specify the date format, profile picture visibility, newsletter subscription, new sign in alert, and so on according to your preference in Zoho Account Preferences page.

To change preferences

1. Click on your profile icon and then click My Account.
   
   
   
   
2. In the Zoho Accounts page, in the sidebar, click Settings > Preferences.
3. Set the following:
   • Date Format: Specify the date format such as dd /mm/yy and MM/dd /yy from the drop-down box, or you can customize a new date format by selecting Custom from the list.
     
   • Profile Picture Visibility: Decide who can view your profile picture. Options range from only myself to anyone.
     
   • New sign-in to account alert: Enable this to receive email alerts when you signed in from a new device, browser, or location.
     
   • Third-party app access alert: Enable this to receive alerts when your account is accessed by third-party apps or location.
   • Newsletter Subscription: Enable this to receive marketing communication regarding Zoho's products, services, and events from Zoho and its regional partners.
4. The preferences will be saved in Zoho Accounts.

Note

• Changing date format, or any fields under Zoho Accounts Preferences will not make any changes in Zoho CRM.
  

Authorized websites

You can grant access to all Zoho services (including Zoho CRM) from trusted third-party websites. For example, there may be a case of Zoho resellers and partners requesting for embedding a Zoho account 'Sign Up' page in their website. If you grant the request, the third-party site becomes an 'authorized website' and users can access their Zoho account from within the reseller's website. The authorized websites will be displayed in the Authorized Website section in Zoho Accounts and from there you can view, or delete the authorized websites.

To manage authorized websites

1. Click on your profile icon and then click My Account.
   
   
   
   
2. In the Zoho Accounts page, in the sidebar, click Settings > Authorized Websites.
   
3. In the Authorized websites page, you can view the websites that have been authorized.

User Sessions

This feature keeps track of all the user sessions for a particular Zoho account. Active sessions for the past 7 days are listed in the sessions screen (including the current session) with additional information like start time, IP Address, etc. Users have the option to end individual sessions or end all sessions (excluding the current one).

To view user sessions

1. Click on your profile icon and then click My Account.
   
   
   
   
2. In the left sidebar, click Sessions > Active Sessions.
3. Hover over a specific session and click Terminate to close it, or Terminate all other sessions to close all sessions (other than current session).