Managing Organization - Enable users to switch to new UI | Admin Guide - Zoho One

Enable users to switch to new UI

Introduction 

Zoho One's new unified user interface enables you to access all Zoho apps directly from Zoho One, instead of having to open them as separate tabs.
In this new version, you can access and arrange all your apps in the left navigation menu according to your convenience.
Apart from these apps, Zia Search and Calendar are also easily accessible from the left navigation menu.
  1. Zia Search allows you to search across all Zoho app platforms and provides you with useful results. Instead of having several tabs open, Zia Search peruses all Zoho apps and comes with the search results.
  2. Calendar helps you keep track of all appointments, meetings, and calls. For example, if you have a meeting scheduled in Zoho Meeting and a call in Cliq, Calendar collects this information from both apps and displays it in one place. This helps keep track of your work times and scheduled events without having to switch between different platforms.

Try the new version 

When you sign in to your Zoho One account, you are shown a banner that asks you whether you want to try the new version or continue using the old version. Choose to try the new version so that you can familiarize yourself with the updated features.
You can also enable the new version for yourself by following the steps given below.
  1. Sign in to Zoho One.
  2. Click Try New Version in the top-right corner of the landing page.
  This will allow you to experience the new UI and get used to its features.
NOTE:  If your organization consists of 50 active users or less, then the above option will be visible to everyone. However, if your organization has more than 50 active users, the above option will be visible only to organization admins.

Enable the new version to users 

If you're using the new version:
  1. Sign in to Zoho One, then click Directory in the left menu.
  2. Click Organization.
If you're using the old version:
  1. Sign in to Zoho One, then click Admin Panel in the left menu.
  2. Click Organization.
You will be shown an option to allow users in your organization to try the latest version. You can enable it for organization admins, certain users, or all users in the organization.
NOTE: For all users who newly sign up for Zoho One after October 19, 2021, they will be shown the new UUI by default, without having any option to use the older version. 
Let us look at an example to see how this works. The table below displays the admins, groups, and users of an organization.
 
Organization Admins
Groups
All Other Users
Managers
Developers
Jolene
Justin
Gloria
Steve
Stella
Blake
Diane
Bruce
Fred
Elaine
Jeremy
Natasha

Case 1: Enable for admins

When Jolene, an org admin, signs in to her Zoho One account, the banner that is displayed allows her to choose which users in her organization can use the new version of Zoho One.
 
Suppose she chooses the option "Zoho One admins". As a result, only Stella, Fred, and herself will be allowed to enable the new version for themselves.
NOTE: If Elaine enabled the new version for herself by clicking Try the new version, then her Zoho One account will be automatically rolled back to the old version, as she is not an org admin and the new version hasn't been enabled for her. 

Case 2: Enable for groups 

If Jolene chooses the option "Selected groups", she must select either or both of the groups. If she selects "Managers", only Justin, Blake, and Elaine will be allowed to enable the new version for themselves.
NOTE: If Gloria enabled the new version for herself by clicking Try the new version, then her Zoho One account will be automatically rolled back to the old version, as she is not part of the group "Managers" and the new version hasn't been enabled for  her group.

Case 3: Enable for all users 

If Jolene chooses the option "All users", then everyone in the organization will be allowed to enable the new version for themselves. In the above example, all twelve users in the organization will have access to the new version.

    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









                                                                                                          • Related Articles

                                                                                                          • Unified Calendar

                                                                                                            Introduction  Zoho One's unified UI has some exciting features, one of which is the Unified Calendar. Calendar, which can be found at the bottom of the left navigation menu of the new version, makes scheduling appointments easier by collating ...
                                                                                                          • Unified Tasks View

                                                                                                            With the new Zoho One unified UI, managing tasks across multiple apps is now made easier. By using ToDo, found at the bottom of the left menu in the new unified UI, you can view and manage all your tasks that have been created across multiple Zoho ...
                                                                                                          • Assign admins

                                                                                                            Prerequisites Role required to perform this action: Organization Owner or Organization Admin In the web application: Sign in to Zoho One, then click Directory in the left menu. Go to Admins, then click Assign Admin in the top-right corner. Select the ...
                                                                                                          • Manage groups with MDM

                                                                                                            By enabling MDM for a group, you can collectively manage the devices of the users present in that group. When you associate profiles or distribute apps to a group, they will be associated/distributed to all the devices present in that group. You can ...
                                                                                                          • Admins and Roles - Overview

                                                                                                            Admins Admins have a certain set of privileges to manage users in the organization through the Admin Panel in Zoho Directory. To do so, they are provided with appropriate roles in Directory with their own privileges. If you require admins for ...
                                                                                                            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