Add users to group or department
The steps to add users to group vary between the three User Interfaces supported in Zoho One. Select the UI version you use from the below tabs and proceed with the steps that follow.
One Experience UI
Spaces UI
Unified UI
One Experience UI
- Sign in to Zoho One, then click the Admin Panel icon
in the top-right corner.
- Click User Management in the left menu, then select Groups.
- Click the group or department that you need to add users to. Click Add Members.
- Select the users to be added.
- Assign their role in the group/department.
- Moderators can add or remove members and manage the group's settings.
- Members are the non-privileged users present in the group.
- Followers are only available in departments. There may be cases where a user needs to be part of multiple departments. For example, support agents might need to stay in touch with the Production and Management teams in order to keep their knowledge bases updated. In those cases, the user can be added to additional departments as a follower. They will have access to all the resources of the additional departments, but will only be considered a Member of their primary department.
- If you're trying to add users to a department and if one or more group members are present in other departments as Member, there will be a conflict when adding those members to this department. To resolve the conflict, choose one of the shown options:OptionEffect on New departmentEffect on Previous department
i) Add as a Follower to New Department and retain existing Member role in their previous department. Added as FollowerRemains a Memberii) Add as a Member to New Department and change their role to Follower in their previous department. Added as MemberChanged to Followeriii) Add as a Member to New Department and remove user from their previous department. Added as MemberRemoved from previous departmentIf you want to apply a different resolution for each conflicting user individually, click Manage Separately. - Click Add.
Spaces UI
- Sign in to Zoho One, then click the Directory Settings icon
in the top-right corner.
- Click User Management in the left menu, then select Groups.
- Click the group or department that you need to add users to. Click Add Members.
- Select the users to be added.
- Assign their role in the group/department.
- Moderators can add or remove members and manage the group's settings.
- Members are the non-privileged users present in the group.
- Followers
are only available in departments. There may be cases where a user
needs to be part of multiple departments. For example, support agents
might need to stay in touch with the Production and Management teams in
order to keep their knowledge bases updated. In those cases, the user
can be added to additional departments as a follower. They will have
access to all the resources of the additional departments, but will only
be considered a Member of their primary department.
- If you're trying to add users to a department and if one or more group members are present in other departments as Member, there will be a conflict when adding those members to this department. To resolve the conflict, choose one of the shown options:OptionEffect on New departmentEffect on Previous department
i) Add as a Follower to New Department and retain existing Member role in their previous department. Added as FollowerRemains a Memberii) Add as a Member to New Department and change their role to Follower in their previous department. Added as MemberChanged to Followeriii) Add as a Member to New Department and remove user from their previous department. Added as MemberRemoved from previous departmentIf you want to apply a different resolution for each conflicting user individually, click Manage Separately. - Click Add.
Unified UI
- Sign in to Zoho One, then click Directory in the left navigation menu.
- Go to Groups, then click the group that you need to add users to.
- Click
, then click Add Members, and select the users to be added.
- Assign their role in the group/department.
- Moderators can add or remove members and manage the group's settings.
- Members are the non-privileged users present in the group.
- Followers
are only available in departments. There may be cases where a user
needs to be part of multiple departments. For example, support agents
might need to stay in touch with the Production and Management teams in
order to keep their knowledge bases updated. In those cases, the user
can be added to additional departments as a follower. They will have
access to all the resources of the additional departments, but will only
be considered a Member of their primary department.
- If you're trying to add users to a department and if one or more group members are present in other departments as Member, there will be a conflict when adding those members to this department. To resolve the conflict, choose one of the shown options:OptionEffect on New departmentEffect on Previous department
i) Add as a Follower to New Department and retain existing Member role in their previous department. Added as FollowerRemains a Memberii) Add as a Member to New Department and change their role to Follower in their previous department. Added as MemberChanged to Followeriii) Add as a Member to New Department and remove user from their previous department. Added as MemberRemoved from previous departmentIf you want to apply a different resolution for each conflicting user individually, click Manage Separately. - Click Add.
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