Getting Started | Checklist

Checklist

 Zoho Directory Setup Checklist   

Part 1 - Foundation
  1. Get familiar with Zoho Directory
  2. Access the Admin Panel
  3. Review and update organization details
  4. Configure work locations and designations
  5. Add and verify your organization domain
  6. Identify where users are currently managed
  7. Decide who will manage users, apps, and security
 
Part 2 - Core Setup

  1. Choose how users will be added, imported, or synchronized
  2. Add or import users
  3. Review and clean up user information
  4. Create the required groups
  5. Organize users appropriately
  6. Add the applications your organization uses
  7. Configure the required applications
  8. Assign apps to users or groups
  9. Verify that users have the right application access
 
Part 3 - Security, Administration, and Advanced Setup
  1. Configure authentication and security policies
  2. Enable MFA where required
  3. Configure SSO for supported applications
  4. Assign appropriate admin roles
  5. Set up provisioning and deprovisioning where required
  6. Configure advanced access controls such as Conditional Access, if needed
  7. Integrate existing directory systems, if applicable
  8. Review reports, audit logs, and security activity
  9. Periodically review users, admins, groups, apps, and access
  10. Explore additional Directory capabilities based on your organization’s requirements