Assigning Users to Applications and Changing Application Owners

Assigning Users to Applications and Changing Application Owners

Click the Applications tab () to access the Applications page in order to view the owners of the specific Zoho CRM Plus applications and the number of active users in each application.

From this page, you can assign users to an applicationview the list of active users assigned to each application, and change the owner of an application.

Note: You can change the owner of an application only if you are an Application OwnerCRM Plus Administrator, or a CRM Plus Owner.

Assign users to an application

  1. In the Applications page, hover the cursor over an application name and click +Add User.

    The Add User pop-up window will appear with the fields for the application selected. For example, if you click the +Add User link corresponding to CRM, the Add User pop-up window for adding users to CRM will be displayed.
  2. Enter the email address of users you want to add in the text box and fill in the required application fields.
  3. Click Add User. The users will be assigned to the application.

Notes:

  1. You can only assign one role and profile for all the users in a particular application in the Add User pop-up window.
  2. If you try to enter the email address of a new user in the Add User pop-up window, you will see the New User button displayed in the dropdown. Enter the email address and click this button to add the user to the application.
View active users assigned to an application

Click the application name displayed below the NAME column or the number displayed below the ACTIVE USERS column corresponding to an application name in the Applications page.


The Users page will be displayed with the list of users assigned to that application.

Change the owner of an application

  1. In the Applications page, hover the cursor over an application name and click Change Owner. For example, if you want to change the owner of CRM, hover the cursor over CRM and click Change Owner corresponding to the CRM application.
  2. The Change Owner pop-up window of the respective application will open.
  3. Enter the owner's name or email address in the text box. A dropdown will appear, displaying any matching user names with their email address.
  4. Select the new owner's name. The name and email address will be displayed in the text box.
  5. Click Change Owner.
  6. The owner name will be updated.

Note: If the name or email address you have entered is not associated with a user in CRM Plus, you will receive a message that the user does not exist. You need to select an active and confirmed user from your CRM Plus account as the Application Owner.

Related topic


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources