How to add lite users in Zoho One?

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Click Users, then click Add User. How to add user info?
   
3. Click Continue after adding user info.
   
4. You can either select Zoho One or Lite user license for the user.
   
5. If you select Zoho One and there are no available licenses, click Add License to redirect to the subscription page for adding more licenses.
   
6. If you select Lite User, a list of available add-ons will be displayed. At least one add-on under lite user license has to be selected.
   
7. Check the box of any preferred add-on, and the applications supported by it will be listed. For each app selected, you will be allowed to select a role or profile for the user in the application. Once selected, click Done.
   
8. Click Assign. Repeat step 7, if you want to select more add-ons.
   
9. Once done, click Add. The sign-in credentials will be sent to the user. You can also choose to send it to yourself.
   
10. Once you click Done, you can see the applications you have assigned to the user.
    

    Mail-only add-on can be selected only if the organization has mail-hosted domain.

How to bulk import lite users?

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Click Users, then click  .
   
3. Click Import.
   
4. Choose the user data file and its Character Encoding, then click Next.
   
5. Under LICENSE INFORMATION, you can select any one license for the users. Both licenses cannot be opted while importing.
   
6. If you select Lite User, check the box of your preferred add-on. For each app selected under an add-on, you will be allowed to select a role or profile for the users in the application. Once selected, click Done.
   
7. Click Assign. Repeat step 6, if you want to select more add-ons.
   
8. Map the fields between the user data file and Zoho. If the file doesn't have a Password field, you can set a common one-time password for all imported users. The users will be prompted to set a password at their first sign-in. Once mapped, click Next.
   
9. If there were any problems during the import, there will be a list of users who weren't imported, along with the reason and solution. You can choose to resolve the problems to continue importing, or skip the problematic users and import the rest.
   
10. If you are trying to import users more than the available licenses, users won't be imported. You must add licenses to import them. Under WHAT YOU CAN DO, click Add Licenses to redirect to the subscription page for adding more licenses.
    
11. Once done, click Continue Import.
    

If any existing user in the organization is added again via import, their license will not be updated with the newly applied license.

Activate a lite user

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Click Users, then click on a user.
   
3. Click Activate.
   
4. You can change the license for the user here. By default, the previously associated license will be selected.
   
5. Under Apps Assigned, all the apps in which the user was a part of before deactivating will be listed. You can check or uncheck from the apps listed.
   

   Apps that were disabled or unassigned by this user during deactivation will be checked by default. Other apps that were unassigned before deactivation won't be checked by default.
6. To edit the role of the app, hover over the app and click Edit. Change the role and click Update.
   
7. To add more applications, click .
   

   If you assign a new app or role from APPS TO TRY, it will change the license of a lite user to the Zoho One plan. 
8. Once selected, click Assign.
   
9. Click Activate.
   

Assign application to users

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Go to Applications, then click on the app you need to assign.
   
3. Click Assign Users, then go to the Individual tab.
   
4. Choose the users by manually searching for their name, or by using the user picker .
   
5. Click Assign.
   

   Users without conflict will be imported, whereas users with conflict will require your action to proceed.
6. Once reviewed, click Import.

Assign lite users as admins

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Go to Admins, then click Assign Admin in the top-right corner.
   
3. Select the users and their roles. If you have multiple users to select, click   , then click Select Users or click Attach File to upload the required file with the users list.
   
4. Under roles, you can select any preferred role.
   

   You cannot assign a lite user as an Organization Admin. Only a user with Zoho One license can be assigned.
5. If you select Organization Admin under Role and then select your preferred options under ADMINS CAN MANAGE, an alert info saying "The user's license will be changed to Zoho One plan" will be displayed. Click Assign to proceed, if you want. Else, click Remove user to choose a different user.
   

   A lite user can be assigned as an Application Admin only in lite user-supported applications.

Update license for a user

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Click Users, then click on a user.
   
3. Click    , then click Update License.
   
4. Select the required license and click Change License.
   
5. If you currently have a Zoho One license and plan to switch to a Lite user license, upon clicking Change License, any possible conflicts can be raised as alert info. If okay, again click Change License to update.

Review license for a user

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Click Reports, then click License Utilization under License.
   
3. A list of users with their current licenses will be listed, along with suggested licenses. You can either choose to review or ignore them.
   

1. Click Review License for a user.
   
2. A more appropriate license for the user will be suggested to save costs. Select from the suggested licenses, then click Change License.
   

Licenses of users associated with devices or the RADIUS feature cannot be changed to lite user licenses.

Add extended apps to Zoho One

1. Sign in to Zoho One, then click  in the top-right corner.
   
2. Go to Applications, then click Add Application.
   
3. Find Other apps from Zoho Corp in the bottom-right corner and click Browse.
   
4. Click Add next to your required app from the list. Click Enable Trial if you wish to explore the application under the trial plan before adding it to Zoho One.