Managing Users
Generate backup code for a user
Prerequisite Role required to perform this action: Organization Owner or Organization Admin. Generate backup code for a user Sign in to Zoho One , then click Admin Panel in the left menu. Click Users in the left menu, then click on the user for whom ...
Reinvite a pending user
Prerequisites Permission required to perform this action: Add Users Reinvite a pending user You can reinvite a pending user to join your organization by re-sending an invitation email to them, up to three times. If the user still didn't accept the ...
Reset MFA for users
Note: You cannot reset MFA for external users. However, you can send them an invitation to join your organization, after which you can manage their MFA settings. On reset, the user's existing MFA configuration will be cleared and they will be ...
Convert external user to organization user
A user in Zoho One is considered to be external if their Zoho account is associated with another organization. Converting an external user as your organization user will allow you to edit, update their account details. You can also manage their ...
Domain dependence for password reset of user
Admins reserve the right to reset the password of users in their organization. However, there are certain restrictions imposed on admins when it comes to resetting a user's password. These restrictions are dependent on the domain of the user's email ...
Create mailbox
Prerequisites Zoho Mail must be added to Zoho One Employee must be confirmed Create mailbox for an employee Sign in to Zoho One , then click Directory in the left menu. Go to Users, then click on the required employee. Click Create Mailbox. Enter an ...
Bulk actions
Bulk actions allow you to perform certain repetitive tasks, such as adding a user or resetting a user's password, in less time. You can perform bulk actions when multiple users are selected, or by clicking . To perform bulk actions when multiple ...
Filter users
You can use any of the following filters to find users without having to spend extra time searching: User Applications Groups Department Reporting To Designation Work Location User Login In the mobile application: For iOS devices: Open the Zoho One ...
Export users
Sign in to Zoho One , then click Directory in the left menu. Click Users. Click in the top-right corner and click Export All. Choose from the available formats (XLSX, XLS, CSV, VCF) to export the file in. Check Set Password to download your file in ...
Import users
Add or update a large number of user accounts by importing them from a user data file. Supported file formats XLS (Microsoft Excel 97-2003 Worksheet) XLSX (Microsoft Excel Open XML Format Spreadsheet) CSV (Comma Separated Values) VCF (vCard File) ...
Delete a pending user
Deleting is different from Deactivation, as deleting a user is irreversible. Only Pending Users can be deleted. If you want to permanently delete the user from your organization, contact support@zohoone.com. In the mobile application: Open the Zoho ...
Deactivate/Activate users
Deactivate a user In the mobile application: For iOS devices: Open the Zoho One app on your mobile device, then tap in the top-right corner. Tap and hold on the user you want to deactivate. Tap Confirm. For Android devices: Open the Zoho One app on ...
Configure mail settings for a single user
Mail Settings lets you configure the mailbox privileges of a user. It also lets you set up email policies, mail forwarding, and out-of-office replies. To configure mail settings for a user: Sign in to Zoho One , then click Directory in the left menu. ...
Reset password for users
Sign in to Zoho One , then click Directory in the left menu. You can reset password for either a single user or multiple users: To reset password for a single user, click on the user, then click Reset Password. To reset passwords for multiple users, ...
Account activity
Account Activity lets you check employees' login history and manage their active sessions. You can clear older sessions to strengthen a user account's security. A web session refers to an authenticated instance of your Zoho One account. Put simply, a ...
Edit user details
You can edit a user's details, such as their info, photo, and email address. Follow the steps to edit the details of a user: In the mobile application: For iOS devices: Open the Zoho One app on your mobile device, then tap in the top right corner. ...
Add user
In order to Add users, you need to be an admin in your organization. In the mobile application: For iOS devices: Open the Zoho One app on your mobile device. Tap at the bottom right, then tap ADD USER. Under Basic Info: Enter the user's First name ...
User classification
User types A user type defines the extent to which a user has consented to become a member of a particular organization and collaborate with it. The three user types include Pending users, Confirmed users, and External users. Pending users A user ...

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