Introduction to Zoho One
Get familiar with Zoho One
Before you start setting up your organization, take a few minutes to understand how Zoho One is organized and where to find the resources that can help you during setup.
Zoho One gives your business access to a suite of connected apps for sales, marketing, finance, HR, support, collaboration, analytics, and more. Instead of managing each app separately, you can use Zoho One as a central place to access apps, manage users, assign app access, and support your teams as they start using the platform.
Explore the Zoho One layout
When you sign in to Zoho One, you’ll see a workspace that helps you access your apps and navigate between different areas of your organization.
The layout is designed to help users quickly find the apps they need, switch between workspaces, and access important setup or support options.
Depending on your role and the apps assigned to you, your Zoho One home page may include:
- Apps available to you
- Spaces or work areas created for your team
- Admin or directory options, if you have permission
- Shortcuts to frequently used apps
- Access to help, support, and resource pages
Learn more: Explore the Zoho One layout
Review your Zoho One plan
Your Zoho One plan determines the apps, users, and features available to your organization. Before you begin setup, review your plan details so you know what is included and how your organization can use it.
This can help you understand:
- Which apps are available in your plan
- How users are added and managed
- What access your organization has during trial or subscription
- Whether any setup or billing action is required before rollout
Learn more: View your Zoho One plan
Install Zoho One mobile apps
Zoho One is not limited to desktop use. Your teams can also access Zoho apps from mobile devices, making it easier to stay connected and continue working while away from their desks.
Zoho One offers both an admin app and a user app. The admin app helps administrators manage users, apps, and settings on the go, while the user app allows employees to access their assigned apps and stay productive from anywhere.
Depending on the apps your organization uses, employees can install the relevant Zoho mobile apps for sales, collaboration, support, finance, HR, and more.
Mobile access can be useful for teams that:
- Work remotely or travel often
- Need to respond to customers on the go
- Manage approvals or tasks outside office hours
- Use field sales, support, or operations workflows
Learn more: Use Zoho One on mobile
Know where to get support
As you set up Zoho One, you may need help with configuration, app setup, user management, migration, or troubleshooting.
Zoho One provides multiple support options, so you can choose the one that works best for your situation.
You can use:
- Help documentation for step-by-step guidance
- Support resources for troubleshooting
- Webinars and training sessions for guided learning
- Community discussions to learn from other users
Learn more: Contact Zoho One support
Visit the resource page
The Zoho One resource page brings together useful materials that can help you learn, set up, and get more value from Zoho One.
You can use the resource page to explore:
- Product guides
- Setup resources
- Webinars
- Videos
- Blogs
- Community posts
- Best practices
- What’s new updates
This is a good place to return to whenever you want to learn more about a specific app, discover new features, or continue expanding your Zoho One rollout.
Learn more: Visit the Zoho One resource page
Once you are familiar with the layout, plan details, mobile access, support options, and resource page, you can begin planning your setup based on your organization’s first business goal.
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