Zoho Directory Setup Checklist
Part 1 - Foundation
- Get familiar with Zoho Directory
- Access the Admin Panel
- Review and update organization details
- Configure work locations and designations
- Add and verify your organization domain
- Identify where users are currently managed
- Decide who will manage users, apps, and security
Part 2 - Core Setup
- Choose how users will be added, imported, or synchronized
- Add or import users
- Review and clean up user information
- Create the required groups
- Organize users appropriately
- Add the applications your organization uses
- Configure the required applications
- Assign apps to users or groups
- Verify that users have the right application access
Part 3 - Security, Administration, and Advanced Setup
- Configure authentication and security policies
- Enable MFA where required
- Configure SSO for supported applications
- Assign appropriate admin roles
- Set up provisioning and deprovisioning where required
- Configure advanced access controls such as Conditional Access, if needed
- Integrate existing directory systems, if applicable
- Review reports, audit logs, and security activity
- Periodically review users, admins, groups, apps, and access
- Explore additional Directory capabilities based on your organization’s requirements