Manage Accounts

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.
Watch our related help video here:


Organization details

Here, you will be setting up a few basics and advanced preferences as listed below:


Basics:
  1. Organization Details - This includes the basic details about your organization, such as the name, website, type, etc.
  2. Organization Policy - This includes preferences about chat and notifications, employee personal information visibility, search, locale and display formats, and profile picture preferences.
  3. Locations - Add the various geographical locations your organization is operating from.
  4. Departments - Add the various departments in your organization.
Advanced:
  1. Organization Structure - Configure your organization's hierarchy and maintain the data of multiple dependent companies in the same account. 
  2. 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.
  3. 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.
Please view this table to understand the difference between Users and Employee Profile in Zoho People 5.0:

Users Vs Employee Profiles

 UsersEmployee Profiles
Zoho People web accessYesNo
Zoho People mobile accessYesNo
Applicable modulesAccess to all modules based on subscription*Leave, Attendance, Timesheet, Employee Self-Service and  custom forms - managed by managers or admins on behalf of employee
Primary Difference



An on-role employee in the organization with access to various Zoho People services with permissions based on role
Employee profiles are primarily used store detailed records on staff, candidates, temporary work, contract workers etc,.



Attendance  
Through web check-in and check-outYesNo
Through mobile check-in and check-outYesNo
Through other integrated applications such as Zoho Cliq, Zoho MailYesNo
Through biometric ID cardYesYes
Through Zoho People KioskYes

Yes

Suitable types of employees

Full-time employees, Part-time employees, Contract employees

(all with system access)

Temporary workers, on-site workers

(managed by admin or manager on behalf of the employee)

Mandatory fields while addingFirst name, Last names, Employee ID, Email Address**Employee ID and First name

In short, Users – These are employees who will have an email address and password and will be able to login to their account. They can access their self service and perform actions such as apply leave, submit timesheets, submit self appraisal etc. First name, Last name, Employee ID and Email Address are mandatory fields for adding a User. 
Employee Profiles – These are employees who cannot login to their account. These employees' details are maintained by the organization in the account. Security staff, contract workers can be examples of such employees. Since these employees cannot login to their account, based on set permissions, their manager or the Admin can apply leave or submit timesheets for them. Employee ID and First name alone are mandatory fields for adding an Employee Profile/ Non-User. 

To add new users, Click on Add User(s) button in Settings > Users > Users > All tab. You can also add users from Operations > Employees > Add Employees. To learn more about Adding Users and the various methods of adding users, click here.
Notes
"Employees" and "Users" in Zoho People represent the same individuals, with 'Users' denoting those employees who have been granted system access.
To add new Employee Profiles, Click on Add Employee Profile button in Settings > Users > Employee Profiles tab



Watch our related help video here:


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. Learn more about Zoho People pricing and subscriptions.



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Manage Exceptional Working Days

                                                                                                                What is Exceptional Working Days? An exceptional working day can be declared when employees are required to work due to exceptional circumstances, such as meeting an important project deadline. It is added for employees belonging to a specific ...
                                                                                                              • Manage Compensatory Off Requests

                                                                                                                Viewing compensatory off requests To view compensatory off requests, go to Operations > Leave > Compensatory Off. Use the drop-down to view requests by current status. You can also choose between viewing All Data, Reportee + My Data, or My Data here. ...
                                                                                                              • Manage Leave Grant Requests

                                                                                                                Viewing leave grant requests To view leave grant requests, go to Operations > Leave > Leave Grant. Use the drop-down to view requests by current status. You can also choose between viewing All Data, Reportee + My Data, or My Data here. Use the filter ...
                                                                                                              • Compensation Service Overview

                                                                                                                What is Compensation Service in Zoho People? The Compensation Service in Zoho People simplifies the recording, tracking, and management of employee salaries and benefits. It includes salary revisions, generating revision letters, and integration with ...
                                                                                                              • Zoho People 5.0 - What has changed?

                                                                                                                Changes in Home tab and Self Service Zoho People 4.0 Zoho People 5.0 Landing page is Home > Dashboard Self Service page: New Landing page is Home > My Space > Overview (Replacement for Self service in Zoho People 4.0 with additional features). ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources