User Management Activities

Add Users

1. Sign in to your Zoho Service Plus account as an owner.
   
2. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
3. Click Admin Panel located below your name and email address.
   The Users page will open by default.
   
   
4. Click Add User.
   
5. Enter the Email Address of the user.
   
6. Select the checkboxes corresponding to the applications you'd like the user to have access to. You will only see applications for which you have administrative privileges.
   
7. Select the roles, profiles, and other application-specific information you would like to assign to the user.
   
   
   
   
8. Click Add.
   

Assign Applications to Users

1. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
2. Click Admin Panel located below your name and email address.
   The Users page will open by default.
3. Hover your cursor over the application column corresponding to a user and click Add.
   
   
4. Select the roles, profiles, and other application-specific information you would like to assign to the user.
   
   
5. Click Assign.
   

Deactivate and Activate Users

1. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
2. Click Admin Panel located below your name and email address.
   The Users page will open by default.
3. Select the user you wish to deactivate from Service Plus.
   The user information panel slides open.
4. Click Deactivate from the top-right corner.
   The user gets deactivated instantly.
   
   

1. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
2. Click Admin Panel located below your name and email address.
   The Users page will open by default.
3. From the Users page, select the Active Users drop-down menu (it automatically defaults to Active Users) and select Inactive Users from the menu.
   
   
4. Select the user you wish to activate.
   The user information panel slides open.
5. Click Activate from the top-right corner.
   
   You can also select Enable Access corresponding to an application to activate the user in that application.

1. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
2. Click Admin Panel located below your name and email address.
   The Users page will open by default.
3. From the Users page, select the Active Users drop-down menu (it automatically defaults to Active Users) and select Pending Users from the menu.
   
4. Select the pending user you wish to send an invitation to.
   The user information panel slides open.
5. Click Re-send Invitation from the top-right corner.
   The email invitation will be sent instantly.
   
   

1. All Users: Displays all users added to applications in your Service Plus account, regardless of whether they are active, inactive, pending, lite, free, or admins.
   
2. Active Users: Displays users with an active user license for your Service Plus account. These are individuals who are using Service Plus services.
   
3. Inactive Users: Displays users who the administrators of your organization deactivate.
   
4. Pending Users: Displays users who have yet to accept the email invitation they received.
   
5. Lite Users: Displays users who are only added to Projects, or as Light Agents in Desk.
   
6. Admin Users: Displays users in charge of all the applications of your Service Plus organization.
   
   

1. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
2. Click Admin Panel located below your name and email address.
   The Users page will open by default.
3. On the Users page, do the following:
   
1. To filter users, select the Active Users drop-down menu (it automatically defaults to Active Users) and choose an appropriate status. Users existing in the selected status will appear.
   
2. To search for users, click the Search icon in the first column alongside Name/Email.
   
   

Update Application Access for Users

1. On the Users page, select a user under the Name column.
   The user information panel slides open.
2. Hover your cursor over an application to reveal the edit option.
   
3. Click Edit to open the Update User window.
   
4. Make the required changes to the user and click Update.
   
   

Disable Application Access for Users

1. On the Users page, select a user under the Name column.
   The user information panel slides open.
2. Hover your cursor over an application to reveal the disable option.
   
3. Click Disable to remove application access for that user. 
   
   

1. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
2. Click Admin Panel located below your name and email address.
   The Users page will open by default.
3. On the Users page, select a user under the Name column.
   The user information panel slides open.
4. Click the Delete icon at the top-right corner.
   You’ll see a pop-up confirmation window.
   
   
5. Click Yes, I understand. Delete user in the pop-up window.
   The user gets permanently deleted from Service Plus.

Export Service Plus Users 

1. Sign in to your Service Plus account as an administrator or an owner.
   
2. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
3. Click Admin Panel located below your name and email address.
   The Users page will open by default.
4. Click the Export Users icon in the top right of the Users page.
   The user data is exported and downloaded in CSV format.
   
   
5. Open the CSV file to view the data.
   

Understanding and Assigning Lite users  

Lite Users in Desk

1. View tickets, accounts, contact, articles, activities, reports, and dashboards.
   
2. View company, products, personal settings (except signatures), and contracts under Setup.
   
3. Leave private comments in tickets, contacts, accounts, activities, and articles.
   
4. View and customize their profile information.
   
5. Export module data using the Import/Export functionality under Setup.
   
6. View custom views and create views that are visible only to them.
   
7. Receive alerts sent through automation and for ticket escalations. 

Lite users in Analytics

1. Go to Setup > Users and click Add User.
   
2. Enter the email in the Email Address field.
   
3. Select the Desk checkbox under Applications and select Light Agent under Roles and Permissions.
   
4. Select the appropriate Departments to which you would like to add the user.
   
   
5. Select the Analytics checkbox if you would like to give the lite user permission to the Analytics module.
   
6. Select the appropriate Role from the drop down list.
   
   If you select the Role as User, you can also grant administrator privileges for the Workspaces present in the Analytics module.
   
   
7. Click Add. 
   

Understanding Account Owners and Administrators 

1. Account Owner: The person who initially signed up for your Service Plus account is the account owner. Only the account owner can manage the subscription and payment by default, and there is only one account owner. The account owner will have access to all Service Plus applications and can change the organization details and portal URL and designate a new owner.
   
2. Application Owners: Application owners can manage core functions in their respective applications. They can also change application-specific information, such as organization details and portal URL, and designate a new owner in a particular application. Like an account owner, there can only be one application owner.
   
3. Application Administrators: Administrators are users who can administer the respective application they are assigned to. For example, suppose a user is given an administrative role in Desk and a non-administrator role in Projects, Survey, and Assist. In that case, they can administer all tasks on Desk, but they will have access based on their role assigned in the other applications.
   

Changing Account Owner

1. Sign in to your Zoho Service Plus account as an owner.
   
2. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
3. Click Admin Panel located below your name and email address.
   The Users page will open by default.
4. Click the Organization tab from the left pane.
   
5. Click Change Owner next to the Owner Information.
   The Change Owner pop-up window will open.
   
   
6. Enter the user's name or email address in the text box.
   A drop-down list will display matching users for the name or email address entered.
7. Select the user you wish to add as the owner.
   
8. Select the checkbox to Make the user as owner of all applications.
   
   
9. Click Change Owner.
   The account and profile now belong to the new owner.

Changing Application Owner

1. Sign in to your Zoho Service Plus account as an owner.
   
2. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
3. Click Admin Panel located below your name and email address.
   The Users page will open by default.
4. Click the Apps tab from the left pane.
   
5. Hover the cursor over an application name and click Change Owner.
   For example, if you want to change the SalesIQ owner, hover the cursor over SalesIQ and click Change Owner corresponding to the application.
   The Change Owner pop-up window will open.
   
   
6. Enter the user's name or email address in the text box.
   A drop-down list will display matching users for the name or email address entered.
7. Select the user you wish to add as the application owner.
   
   
8. Click Change Owner.
   The owner's name will be updated.