Use this checklist to plan your first Zoho One rollout. Start with one business goal, set up the apps needed for that goal, onboard the right users, and then expand to other teams or workflows.
Get familiar with Zoho One
- Explore the Zoho One layout
- Review your Zoho One plan
- Check available resources and support options
Plan your rollout
- Identify your first business goal
- Choose the first team or department to onboard
- List the apps that team needs
- Identify any data that must be migrated
Set up your foundation
- Review organization profile
- Add and authenticate your domain
- Confirm time zone and language
Set up apps
- Choose apps for the first business area
- Configure basic app settings
- Import or migrate required data
- Create Spaces to organize apps
Add users and assign access
- Choose a user onboarding method
- Add, import, or sync users
- Create groups by team or role
- Assign apps to users or groups
Prepare for expansion
- Delegate admin access where needed
- Share training or help resources with users
- Collect feedback from the first team
- Add the next business area when ready
- Explore advanced admin and security settings as needed