Understanding Primary and Secondary Accounts

In Trident, you can add multiple Zoho Mail accounts. The first account you add becomes the primary account, while all others added subsequently are considered secondary accounts. 

Primary Account: The primary account is the Zoho Mail account you're using in which the Cliq, Notes, Tasks, and Contacts modules are active. Only one primary account will be active at any point in time.

Secondary Account: All the accounts apart from the primary account are called secondary accounts. 

Note: In Trident, the Mail and Calendar modules are seamlessly integrated across all connected Zoho Mail accounts, including both primary and secondary ones. This means that even when you're using your primary account, you can easily access and browse the Mail and Calendar features of other connected secondary accounts without the need to designate any one of them as the primary account.

Configuring Multiple Accounts

In Trident, you can have multiple Zoho Mail accounts to keep track of your emails, connect with your teammates, and plan a productive and organized day. 

To add more Zoho Mail accounts:

1. Click your profile image on the top-right corner of the app.
2. Select Settings from the menu list.
3. Navigate to Accounts and click Add Account.
4. Enter the email address or mobile number associated with your other Zoho Mail account. 
5. Click Next. 
6. Enter the password, and click Sign In. 

The added Zoho Mail account will be a secondary account in Trident. Following the same steps as above, you can add as many Zoho Mail accounts to Trident as you need.

Note: Only the paid users of Zoho Mail, Zoho Workplace, and Zoho One can access Trident.  

Switching Accounts

To switch from one primary account to another:

1. Click your profile image on the top-right corner of the app.
2. Select the account you wish to set as primary from the menu list. 

Note: You'll get an alert to confirm switching to another primary account while on a call or attending a meeting using the original primary account. Click Switch Account in the alert to end those ongoing actions and proceed with switching the account.

Setting Secondary Account as Primary

To set a secondary account as primary:

1. Click your profile image on the top-right corner of the app.
2. Select Settings from the menu list.
3. Click Accounts. 
4. Hover over the desired primary or secondary account that you want to remove and click the More Options  icon.
5. Select Set as Primary Account from the menu list. 

Removing Accounts

To remove an added Zoho Mail account from Trident:

1. Click your profile image on the top-right corner of the app.
2. Select Settings from the menu list.
3. Click Accounts. 
4. Hover over the desired primary or secondary account that you want to remove and click the More Options  icon.
5. Select Sign Out from the menu list. 
6. In the alert that appears, click Sign Out. 

You can also click open the primary or secondary account that you want to remove and select Sign Out.  

Alternatively, you can also:

1. Right-click the Mail account for which you want to disable offline Mail from the folder pane.
2. Select Sign Out from the menu list.
3. Select Sign Out in the alert dialog box that appears. 

Notes: 

• Signing out of the app will only erase the account's data stored locally on your Mac. No data will be lost in the web apps.
• While signing out of a primary account, you must set an alternate account as the primary account.