Add routing policies

Add routing policy

The steps to add routing policy vary between 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
  1. Sign in to Zoho One, then click Admin Panel icon  on the top-right corner.
  2. Click Security on the left menu.
  3. Select Routing Policies, then click Add Policy. 
  4. Enter a name for your policy, then select the users/groups you want to apply the policy to.
  5. Select if any groups whose users should be excluded from the policy, even if they are part of the selected groups.
  6. Select the priority of this policy with other routing policies. 
  7. Click Next. 
  8. Select the authentication modes that members belonging to this policy should be allowed to use. The available modes are: 
    1. Password: Users can sign in using their account password.
    2. Passwordless: Users ca skip their password and sign in using OneAuth, Email-based OTP, and more.
    3. Social sign-in: Users can sign in using their preferred third-party online accounts.
    4. Identity providers: Users can sign in with single sign-on configured with IdP that supports SAML, JWT, and OIDC protocol.  
  9. Click Next.
  10. Set session settings. The available settings are:
    1. Session lifetime: The amount of time users can stay signed in at a time.
    2. Idle session timeout: The amount of time users can stay signed in without actively using their account. 
  11. Click Add.
Spaces UI
  1. Sign in to Zoho One, then click Directory Settings icon  on the top-right corner.
  2. Click Security on the left menu.
  3. Select Routing Policies, then click Add Policy. 
  4. Enter a name for your policy, then select the users/groups you want to apply the policy to.
  5. Select if any groups whose users should be excluded from the policy, even if they are part of the selected groups.
  6. Select the priority of this policy with other routing policies.
  7. Click Next. 
  8. Select the authentication modes that members belonging to this policy should be allowed to use. The available modes are: 
    1. Password: Users can sign in using their account password.
    2. Passwordless: Users ca skip their password and sign in using OneAuth, Email-based OTP, and more.
    3. Social sign-in: Users can sign in using their preferred third-party online accounts.
    4. Identity providers: Users can sign in with single sign-on configured with IdP that supports SAML, JWT, and OIDC protocol.  
  9. Click Next.
  10. Set session settings. The available settings are:
    1. Session lifetime: The amount of time users can stay signed in at a time.
    2. Idle session timeout: The amount of time users can stay signed in without actively using their account. 
  11. Click Add.
Unified UI
  1. Sign in to Zoho One, then click Directory in the left menu.
  2. Go to the Security tab, then go to Routing Policies.
  3. Click Add Policy. 
  4. Enter a name for your policy, then select the users/groups you want to apply the policy to.
  5. Select if any groups whose users should be excluded from the policy, even if they are part of the selected groups.
  6. Select the priority of this policy with other routing policies. 
  7. Click Next.
  8. Select the authentication modes that users belonging to this policy should be allowed to use. The available authentication modes are:
    1. Password: Users can sign in using their account password.
    2. Passwordless: Users can skip their password and sign in using OneAuth, Email-based OTP, and more.
    3. Social sign-in: Users can sign in using their preferred third-party online accounts.
    4. Identity providers: Users can sign in using single sign-on configured with IdP that supports SAML, JWT, and OIDC protocol. 
  9. Set session settings. The available settings are:
    1. Session lifetime: The amount of time users can stay signed in at a time.
    2. Idle session timeout: The amount of time users can stay signed in without actively using their account. 
  10. Click Add.