Add a Zoho app

Prerequisites

Roles required:

Organization Owner/Admin

To add a Zoho app:

The steps vary for the three User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.

One Experience UI

Spaces UI

Unified UI

One Experience UI

on the top-right corner.

Click Portals on the left menu, then click the Apps tab.

Click Add Application.

Choose a Zoho application, then click Add.

If you have one or more existing accounts in the app, you will be prompted to choose one or Create a New Account. This is an irreversible choice, and you cannot change the added account later without reaching out to support@zohoone.com. Enabling the option to remove the added account will possibly affect the preset account's settings. For instance, if you add the Mail app and then decide to remove it, all the operations or integrations performed concerning the app will collapse on an organizational basis, and it might be difficult to track changes. Therefore, the added account can be unlinked only for valid reasons and only by the support staff.
If you're trying to create a new Zoho Sites, Zoho Mail, or Zoho Backstage account, you will be asked to enter a domain name and set up mail hosting. Similarly, if you're trying to create a new account in any of the FinancePlus apps, you will be asked to choose a currency.

The application will be added, and you can start assigning clients to the application.

Spaces UI

on the top-right corner.

Click Portals on the left menu, then click the Apps tab.

Click Add Application.

Choose a Zoho application, then click Add.

The application will be added, and you can start assigning clients to the application.

Unified UI

Go to Portals, then click the Apps tab.

Click Add Application.

Choose a Zoho application, then click Add.

The application will be added, and you can start assigning clients to the application.

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