Zia Search| User Guide

Zia Search for Users

Overview

Zoho offers a cloud connector feature that allows you to link external apps with Zia, enabling you to search for information not only within Zoho applications but also across connected third-party apps.

Prerequisites

Roles required to perform this action:
  1. Organization Users
The steps to enable third-party search add-ons vary between the two user interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI

Add account to an app

  1. Sign in to Zoho One, then click  in the top-right corner to open Zia Search.
  2. Click in the bottom-left corner.
  3. Click Add Account available under the application for which you want to add a new account.
  4. Enter the account credentials.
  5. Click Add.
Notes
If Admin approval required is enabled, the account will be added only after the admin approves the user's request.

Add multiple accounts to an app

  1. Sign in to Zoho One, then click  in the top-right corner to open Zia Search.
  2. Click in the bottom-left corner.
  3. Click Manage under the application for which you want to add an additional account.
  4. Click Add Account.
  5. Enter your account credentials and click Add.

Revoke account from an app

  1. Sign in to Zoho One, then click  in the top-right corner to open Zia Search.
  2. Click in the bottom-left corner.
  3. Click Manage under the required app.
  4. Hover over the account and click Remove.


Unified UI

Add account to an app

  1. Sign in to Zoho One, then click Zia Search in the left menu.
  2. Click in the bottom-left corner.
  3. Click Add Account available under the application for which you want to add a new account.
  4. Enter the account credentials.
  5. Click Add.
Notes
If Admin approval required is enabled, the account will be added only after the admin approves the user's request.

Add multiple accounts to an app

  1. Sign in to Zoho One, then click Zia Search in the left menu.
  2. Click in the bottom-left corner.
  3. Click Manage under the application for which you want to add an additional account.
  4. Click Add Account.
  5. Enter your account credentials and click Add.

Revoke account from an app

  1. Sign in to Zoho One, then click Zia Search in the left menu.
  2. Click in the bottom-left corner.
  3. Click Manage under the required app.
  4. Hover over the account and click Remove.