Users - Add User | Admin Guide - Zoho One

Add user

In order to Add users, you need to be an admin in your organization.

In the mobile application:

For iOS devices:

  1. Open the Zoho One app on your mobile device.
  2. Tap at the bottom right, then tap ADD USER.
  3. Under Basic Info:
    1. Enter the user's First name and Last name.
    2. In the Email ID field:
      1. If you haven't added any domains to Zoho One, enter an external email address of the user you want to add
      2. If you have added and verified a domain in Zoho One, enter either a domain-specific email address (to add them to your organization as a confirmed user), or an external email address (to invite them to your organization).
    3. In the Password field, you can either enter a password of your choice or select Auto-generate password.
  4. Under Company Info, enter the user's Employee ID and select their Designation, Department, Reporting To, and Work Location.
  5. If you've created custom fields beforehand, fill them out.
  6. Check Send Notification mail if needed.
  7. Tap Add in the top-right corner.

For Android devices:

  1. Open the Zoho One app on your mobile device.
  2. Tap in the bottom-right corner, then tap Users.
  3. Tap .
  4. Under Basic Info:
    1. Enter the user's First Name and Last Name.
    2. In the Email ID field:
      1. If you haven't added any domains to Zoho One, enter an external email address of the user you want to add.
      2. If you have added and verified a domain in Zoho One, enter either a domain-specific email address (to add them to your organization as a confirmed user), or an external email address (to invite them to your organization).
    3. In the Set Password field, you can either enter a password of your choice or select Auto Generate Password.
  5. Under Company Info, enter the user's Employee Id and select their Designation, Department, Reporting To, Work Location, and Date of joining.
  6. If you've created custom fields beforehand, fill them out.
  7. Check Send Notification mail if you want to manually share the invitation or credentials with the user.
  8. Tap ADD in the top-right corner.

In the web application:

  1. Sign in to Zoho One  , then click Directory in the left menu.
  2. Click Users, then click Add User.
  3. Under Basic information, enter the user's First Name and Last Name.
  4. In the Email Address field:
    1. If you haven't added any domains to Zoho One, enter an external email address that the invitation email should be sent to.
    2. If you have added and verified a domain in Zoho one, enter either a domain-specific email address (to add them to your organization as a confirmed user), or an external email address (to invite them to your organization).
    3. Note: If you have enabled mail hosting for the domain and entered a domain-specific address, a mailbox will be created automatically for the user.
  5. Under Company information, enter the user's Employee ID and select their Designation, Department, Reporting Manager, and Work Location. Although these fields are not mandatory, adding them during onboarding will make managing users easier.
  6. Under Locale information, enter the user's Language, select their Country, and select their Time Zone. If you selected a Work Location in the previous step, these fields will be filled in automatically.

  7. Optional: Under Additional information, enter the user's Date of Birth, Gender, Date of Joining, and Seating Location.
  8. If you created custom fields beforehand, fill them out. If you wish to create custom fields now, click .
  9. Uncheck Send Notification Mail if you want to manually share the invitation or credentials with the user.
  10. Click Add.
Note: This article explains how to add a single user to your organization. To add multiple users easily, try Importing Users or using the AD Sync Tool .

Troubleshooting

The following are some common errors you might come across when adding users. Please go through the respective troubleshooting articles to resolve them.
  1. Email address is already used
  2. The domain which you have entered belongs to a different deployment/region
  3. You are trying to activate more users than the allowed license limit of 'n' users
Other possible errors and the steps to resolve them are given below:

Error
Reason
Solution
Invalid email address.
The entered email address might contain invalid special characters.
Ensure that the address you're entering does not contain anything other than alphanumeric characters and the following special characters:
  1. At symbol ( @ )
  2. Period ( . )
  3. Hyphen ( - )
  4. Underscore ( _ )
  5. Comma ( , )
  6. Apostrophe ( ' )
This email is already a part of a group.
The entered email address is present as a group's email alias.
Enter a different email address, or remove the address from the group and try again.
Error occurred
The user wasn't added due to some unexpected problem.
Try again after some time. If the error persists, contact support@zohoone.com.
Something went wrong





    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

                                                                                                          • Add users to group

                                                                                                            In the mobile application: For iOS devices: Open the Zoho One app on your mobile device, then tap in the bottom-right corner. Tap GROUPS, tap on the group or department to which you want to add users. To add moderators: Under Moderators, tap Add ...
                                                                                                          • Add or reduce licenses

                                                                                                            Info: If your purchase was made offline, contact sales@zohocorp.com to add or remove licenses, or move to an online subscription. Zoho One allows you to modify your license plan at any point during your subscription period. You can add or reduce the ...
                                                                                                          • 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. ...
                                                                                                          • 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 ...
                                                                                                          • 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 ...
                                                                                                            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