Multi-Organization Support

Multi-Organization Support

The Multi-Organization feature in Zoho FSM allows you to manage or be part of multiple organizations using a single email address. It is ideal for businesses that need multiple organizational setups for legal, operational, or management reasons. Each organization functions independently, with its own data, configurations, and settings.

What Multi-Organization Offers
  1. Independent Organization Setup: Each organization can have its own setup - Services and Parts, Users and Profiles, Service Territories, Workflows, Taxes, etc.
  2. Separate Billing Integrations: Each Zoho FSM organization can be integrated with a different Zoho Books/Invoice organization, enabling independent financial management.
  3. Org-Level Access Control: Users can be added to one or more organizations, with access permissions tailored to their roles and responsibilities.
  4. Clear Data Segregation: All data—such as Requests, Work Orders, Assets, Invoices, and Reports—are maintained separately for each organization, ensuring accuracy and preventing data overlap.
  5. Easy Switching Between Organizations: Users with access to multiple organizations can easily switch between them—no need to log out.
Example
If your company operates as Acme Services US and Acme Services Mexico, you can create two organizations in Zoho FSM. Each organization can have its own service territories, users, tax settings, and integration with its respective Zoho Books/Invoice account. This helps maintain separate workflows and accounting while allowing easy switching and centralized management.

How to Create and Manage Multiple Orgs

To create a new Zoho FSM organization:
  1. Click on the profile icon in the top right corner.
  2. Click in the organizations section of the user profile sidebar.



  3. Click Manage Organization in the popover that appears.



  4. In the Organizations List page, click Create New.



  5. In the Create New Organization popup, enter the name of the organization and click Create New.



  6. Complete the onboarding process.


Info
Note:
  1. An email address can be used to create up to 10 Zoho FSM organizations as a Super Admin. In addition, it can be part of other organizations as a user; however, the total number of Zoho FSM organizations associated with a single email address cannot exceed ten.

Set an Organization as default

From the list of organizations linked to your email address, you can choose one to be your default organization. This will be the organization you are automatically directed to each time you log in.

To set a default organization:
On the Organizations List page, hover over the desired organization and click Set as default. Once set, the label  Default will appear next to it.


Switch Between Organizations

From your account, you can easily open another organization without logging out. Thus, you can easily switch between the organizations. To do so:
  1. Click on the profile icon in the top right corner.
  2. Click in the organizations section of the user profile sidebar.
  3. In the popover that appears, click on the organization you want to open.



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now





                                                                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


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        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 Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • Multi-Region Support in Zoho FSM

                                                                                                                                  Zoho FSM offers features that will aid businesses spread across countries in managing their operations. Consider a company Zylker Inc. that offers snow removal services in Alaska, and Montana in the USA, and Quebec, and British Columbia in Canada. ...
                                                                                                                                • Why am I being redirected to a different organization when logging in to the Zoho FSM mobile app?

                                                                                                                                  This can happen if you have access to multiple Zoho FSM organizations and onboarding is incomplete for one of them. In such cases, the mobile app may redirect you to the organization with incomplete onboarding instead of the organization you want to ...
                                                                                                                                • Languages Supported

                                                                                                                                  The following languages are supported in Zoho FSM: Arabic - Saudi Arabia (العربية - المملكة العربية السعودية) Bulgarian (български) Chinese - China (中文 - 中国) Chinese - Taiwan (中文 - 台灣) Croatian (hrvatski) Czech - Czechia (čeština - Česko) Danish - ...
                                                                                                                                • Multi-Asset Selection in Transaction Records

                                                                                                                                  Available in Editions: Professional, Premium When a customer raises a service request, it can sometimes involve multiple assets — for routine maintenance, inspections, or related repairs. E.g. A commercial building may have multiple HVAC units, ...
                                                                                                                                • Editions and Pricing

                                                                                                                                  The details of the various Zoho FSM editions and their pricing details are mentioned below. Features Edition Free Standard Professional Premium Fixed Base Price Free 30.00 USD (billed monthly) 45.00 USD (billed monthly) 55.00 USD (billed monthly) ...
                                                                                                                                  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