Managing Users
Convert an External User as an Organization User
Zoho Directory enables you to add users from other Zoho organizations to your organization as external users. In some cases, you might need to convert an external user to an internal user. Converting an external user to an organization user enables ...
Convert External Users in Bulk
Prerequisites Roles required to convert external users in bulk: Organization Owner Organization Admin External users of an organization refer to individuals who are part of another organization but are present in this organization solely to perform ...
Disable MFA
Prerequisites Roles that can perform this action: Organization Owner Organization Admin Custom roles with Disable MFA permission Once disabled, the user's MFA configuration will be disabled, and the user will not be prompted for MFA during their next ...
Delete a User - Overview
Overview The Delete User feature allows an organization admin to remove a user when they leave the company, ensuring they no longer have access to the organization. Depending on the user's role and their associated responsibilities, the admin may ...
Delete a User
Overview: To remove a user from the organization completely, the admin may need to complete additional steps, depending on the user's role and their associated responsibilities. These steps may include: Transferring the ownership of applications to ...
Delete users: Reauthorize and reconfigure store integration after transferring store ownership
Overview When trying to delete a user who's the owner of a directory store, the admin is supposed to transfer ownership to another user before initiating deletion. New owners will need to reauthorize, in order to generate a new set of auth tokens. ...
Generate backup code for a user
Prerequisite Role required to perform this action: Organization Owner or Organization Admin. Generate backup code for a user Sign in to Zoho Directory , then click Admin Panel in the left menu. Click Users in the left menu, then click on the user for ...
Reinvite a pending user
Prerequisites Permission required to perform this action: Add Users Reinvite a pending user You can reinvite a pending user to join your organization by re-sending an invitation email to them, up to three times. If the user still didn't accept the ...
Domain dependence for password reset of user
Admins reserve the right to reset the password of users in their organization. However, there are certain restrictions imposed on admins when it comes to resetting a user's password. These restrictions are dependent on the domain of the user's email ...
Unassign/Disable user from application
Unassign user from app Unassigning a user will remove the user's profile completely from an application. If a user is unassigned from any Directory or Non-Directory SAML app, they will lose access to that particular application. For example: When an ...
Bulk actions
Bulk actions include Reset Password, Reset MFA, and Disable MFA. These can be performed for multiple users simultaneously. When used along with advanced filtering, they can be applied to a specific set of users. You can perform bulk actions when more ...
Filter users
Prerequisites Permission required to perform this action: View users View groups Filter users Advanced filters can be used to generate a list of specific users, and perform bulk actions on them. To use advanced filters: Sign in to Zoho Directory , ...
Export users
Prerequisites Permissions required to perform this action: Export users Export users Sign in to Zoho Directory , then click Admin Panel in the left menu. Go to Users. Click in the top-right corner, then click Export All. Choose the format to export ...
Import users
General Info: The Free plan allows you to add up to 10 users. Prerequisites Permissions required to perform this action: Import users Import users Add or update a large number of user accounts by importing them from a user data file. Supported file ...
Delete a pending user
Prerequisites Permissions required to perform this action: Organization Owner Organization Admin Delete a pending user Deleting is different from Deactivation, as deleting a user is irreversible. Only Pending Users can be deleted. If you want to ...
Deactivate/Activate users
Prerequisites Permissions required to perform this action: Change user status Deactivate a user Sign in to Zoho Directory , then click Admin Panel in the left menu. Click Users, then click on the required user. You can find specific users with the ...
Configure mail settings for a single user
Prerequisites Zoho Mail must be added to Zoho Directory. User must have a mailbox. Roles required to perform this action: Organization Owner Organization Admin Configure mail settings of an user Mail Settings lets you configure the mailbox privileges ...
Create mailbox
Prerequisites Zoho Mail must be added to Zoho Directory. User must be confirmed. Roles required to perform this action: Organization Owner Organization Admin Create mailbox for a user Sign in to Zoho Directory , then click Admin Panel in the left ...
Reset password/MFA of a single user
Prerequisites Permissions required to perform this action : Reset password Manage MFA Reset password/ MFA of an user Sign in to Zoho Directory , then click Admin Panel in the left menu. Click Users in the left menu, then click on the user whose ...
Account activity
Prerequisites Permissions required to perform this action : View and clear sessions Account activity Account Activity lets you check your users' login history and manage their active sessions. You can clear older sessions to strengthen a user ...
Edit user details
Prerequisites Permissions required to perform this action : Edit users Edit user details You can edit a user's details, such as their info, photo, and email address. Follow the steps to edit the details of a user: Sign in to Zoho Directory. Click ...
Add user
Overview In Zoho Directory, you can add users such as employees or lite users and manage them by assigning applications, setting security policies, assigning roles, managing their devices, and much more. To add multiple users, you can either import ...
User classification
General Info: The Free plan allows you to add only up to 10 users. User types Pending users A user added with an email address that doesn't belong to a verified domain will receive an invitation through email, and will be Pending until they accept ...