Manage Accounts
What is manage accounts settings in Zoho People?
The most vital part of setting up Zoho People for your organization is done here. This involves setting up your account and making preferences that impact the entire organization. It contains the essentials, such as importing and managing users and their logins, defining roles and permissions, managing access to services, defining the organization structure, departments, designations, and so on.
Who is the manage accounts settings aimed at?
Typically, setting up Zoho People is handled by HR administrators, administrative managers, consultants, or designated personnel within the HR department of an organization. They will essentially help setting up Zoho People for your organization and add and manage its users and the various HR processes.
Setting up Zoho People using manage accounts
To setup Zoho People, go to Settings (top-left corner gear icon) > Manage Accounts page.
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Organization details
Here, you will be setting up a few basics and advanced preferences as listed below:
Basics:
- Organization Details - This includes the basic details about your organization, such as the name, website, type, etc.
- Organization Policy - This includes preferences about chat and notifications, employee personal information visibility, search, locale and display formats, and profile picture preferences.
- Locations - Add the various geographical locations your organization is operating from.
- Departments - Add the various departments in your organization.
Advanced:
- Organization Structure - Configure your organization's hierarchy and maintain the data of multiple dependent companies in the same account.
- Domains and Rebranding - Add your organization's branded domains and verify them. This simplifies adding users directly. Rebranding lets you customize the Zoho People access URL as your own.
- From Address - Manage the from addresses used for the official emails sent from Zoho People.
Users
This space lets you add users (employees with login access to Zoho People) and employee profiles (candidates, temporary staff, contract workers, no login access). You have options to directly import users too.
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User access control
Here, you can add and manage roles. Roles are the different tiers of users in Zoho People, such as Administrators, Managers, and Team Members. New roles can be added, and existing roles can be closed.
The Administrators tab lets you select and add users as administrators for different services offered in Zoho People. To assign service administrators, refer to Assigning an Administrator for services in Zoho People.
Manage service
Here you can enable or disable system and custom services.
Subscription
View details about your subscription and license counts. This page includes a link to manage your paid subscription. Also view your storage and API usage status.
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