Getting Started - Setting up Zoho Directory | Getting Started Guide - Zoho Directory

Set up Zoho Directory

Zoho Directory is a cloud-based identity and access management service that lets you authenticate and manage your organization's employees for accessing various apps and resources. In this guide, we will guide you towards setting up Zoho Directory for your organization.

Sign up for Zoho Directory

If you are a new Zoho user, follow these steps:
  1. Go to Zoho Directory's homepage .
  2. Enter your details, then click GET STARTED NOW.
  3. Go through the welcome tour by clicking Start tour.
  4. Confirm your Zoho account by verifying your email address through the confirmation email you received.
If you are an existing Zoho user and you are new to Zoho Directory, follow these steps:
  1. Go to Zoho Directory's homepage , then click ACCESS ZOHO DIRECTORY.
  2. Enter your details, then click Create Account.
  3. Go through the welcome tour by clicking Start tour.
Once completed, you can start using Zoho Directory.

Access the admin panel

Let's start exploring Zoho Directory's admin panel. The admin panel is the centralized console for administering and managing your users and apps. Using the admin panel, you can delegate your users, assign apps to them, manage apps that you have added, and enforce your organization's security.
To access the admin panel:
  1. Sign in to Zoho Directory . If you've signed out, sign in to access Zoho Directory.

  2. Click Admin Panel in the left menu to access your admin panel.

Set up your organization

The next step is to set up your organization in Zoho Directory. Let's start by adding and verifying your organization's domain in Zoho Directory. You will require this domain to sync users from Active Directory or to set up mailboxes for your organization users. Learn more about domains
Next, add designations and work locations of your organization. Designations refer to the job titles or official roles of your employees. Work location refers to the location of your organization's offices or branches.

Add and configure apps

The next step will be to add and configure apps for your organization. Zoho Directory supports single sign-on (SSO) provisioning of apps, which enables you to securely access your apps without the trouble of signing in to each app separately. You can add and manage pre-integrated SSO apps available in the app directory as well as custom apps.
Once you've added a Zoho app, you can configure that app to make it easier for you to assign to your organization's users. Each Zoho app has its own settings based on its type.

To access a Zoho app's settings:
  1. Sign in to Zoho Directory , then click Admin Panel in the left menu.
  2. Click Applications, then click on the app that you want to configure.
  3. Click Settings.
  4. Edit the app's settings depending upon your requirements.

Add or import users

After setting up your organization in Zoho Directory, you can now start adding your employees and manage them. If you want to import users from your current implementation to Zoho Directory, you can migrate them through Active Directory or LDAP server using Zoho Directory sync tool. If you don't have either of the above servers, you can bulk import users through the user data file in CSV, VCS, XLS, and XLXS formats. You can also add individual users manually in Zoho Directory.
Note: If you're planning to sync your employees from AD, we also suggest adding custom fields to make sure all of your employee information is successfully synced with Zoho Directory. Learn more about custom fields

Form groups

Once you've added your employees in Zoho Directory, you can start forming user groups. Groups allow you to administer, monitor, and manage your organization users with ease. In Zoho Directory, you can form two types of groups:
Collaboration group: A flexible group that you can create for a specific need.
Department: A type of fixed group that lets you simulate your organization's hierarchy.

Assign apps

Now that you've added and configured your apps, you are now ready to assign them to your users. You can assign apps manually to individual users, groups, or everyone present in your organization. Additionally, Zoho Directory offers conditional app assignment that lets you assign apps to users and groups based on a specific condition that you set. For example, you can set a condition to assign a user as an app admin in Zoho CRM if their designation is "Manager". You can also set up conditions for a group, and this condition will apply to a user as soon as they join that group. This will save you the time and effort for manually assigning multiple apps to users.

Configure security policies

Configuring security policies is the most important step in setting up your organization, as it secures your organization's and users' data. Security policies enable you to set up certain rules that define how your employees can access their accounts. For example, the password policies will let you set specific criteria on how your employees' passwords should be, MFA policies will let you enforce the practice of multi-factor authentication for your employees, IP restrictions will let you restrict your employees accessing their accounts from certain locations, and session management will let you monitor your employees' active sessions.

Assign admins

Once you've added users, you can also assign certain users as the admin of the organization. This will let you delegate the administration of the organization among your employees. Admins have control over adding users and apps, assigning apps, forming groups, and configuring security policies. Learn more about admins

What's next?

Congrats! You've now completed setting up your organization in Zoho Directory. If you want to learn more on how to customize Zoho Directory for your organization, check out our detailed admin guide.






    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








                                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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • EnableHr for Zoho Directory

                                                                                                    Prerequisites EnableHr administrator privileges Configure SAML in Zoho One/Directory 1. If you're a Zoho One user: Sign in to Zoho One, then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use the search bar to ...
                                                                                                  • Set up custom authentication for Zoho Directory

                                                                                                    Prerequisites Roles required to perform this action : Organization Owner Organization Admin Set up custom authentication for Zoho Directory: Custom authentication enables both SAML and JWT single sign-on (SSO) from your preferred identity providers ...
                                                                                                  • Import users to Zoho Directory from other cloud identity solutions

                                                                                                    Transferring user information from one identity provider to another can be tedious, and requires utmost care and effort, since even one mistake can lead to data breaches or loss. Zoho Directory provides you with different ways to import your users. ...
                                                                                                  • Import users from CyberArk to Zoho Directory

                                                                                                    If you are currently using CyberArk as your cloud directory service to store your organization data, you can easily import your users to Zoho Directory. Export users from CyberArk Sign in to your CyberArk Admin Portal. In the left menu, click Reports ...
                                                                                                  • Import users from OneLogin to Zoho Directory

                                                                                                    If you are currently using OneLogin as your cloud directory service to store your organization data, you can easily import your users to Zoho Directory. Export users from OneLogin Sign in to OneLogin as admin. Click Activity, then click Reports. ...
                                                                                                    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