Users - Add User | Admin Guide - Zoho Directory

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.

 This article explains how to add a single user to your organization. To add multiple users easily, try Importing Users or using the AD Sync Tool.

Prerequisites
  1. Organization Owner
  2. Organization Admin
  3. Custom role with "Add Users" permission. Learn about adding roles.

Add User

  1. Sign in to Zoho Directory, then click Admin Panel in the left menu.
  2. Go to User Management, the Users tab opens by default.
  3. Click Add User.

  4. Under Basic Information:
    1. Enter First Name, Last Name, and Display Name.
    2. In the Email Address field:
      1. If your domain is verified, you can enter a domain-specific email address. The user will be directly added without any need for accepting an invitation, and if mail hosting is enabled, a mailbox will be created automatically.
      2. If no domain is added, enter the user’s actual email address. An invitation will be sent to the user, which they need to accept to join.
      3. If the entered email address has an mailbox already, then refer to the Manage existing mailbox in the later section to set.
        Notes
        The invitation will remain valid for 7 days. After it expires, you will need to resend it and they can be resent up to 3 times. Once this limit is reached, you must contact support@zohoone.com.
  5. Under Company Information:
    1. Fill in Employee ID, Designation, Department, Reporting to, and Work Location.
  6. Under Locale Information:
    1. Select the user’s Language, Country, and Time Zone. These fields auto-fill if a Work Location is selected.
  7. Under Additional Information:
    1. Add Date of Birth, Gender, Date of Joining, and Seating Location.
  8. If you created custom fields beforehand, fill out the required fields. If you wish to create custom fields now, click   . Then, click Continue.
  9. Then, choose the licenses applicable for that user.
  10. If you want to share the credentials with the user manually instead of over email, unselect Send Notification Mail.
  11. Click Add.