Adding and Managing Multiple Zoho Mail Accounts in Trident (macOS)

Adding and Managing Multiple Zoho Mail Accounts in Trident (macOS)

In this article, we'll see how you can add and manage multiple Zoho Mail accounts in Trident. 

Info
Note: This article explores adding and managing multiple email accounts in the Trident desktop app. Click here for the Zoho Mail web app's help documentation.

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. 

Notes

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. 

Notes
Notes:
  1. 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.
  2. POP/IMAP accounts cannot be added directly in Trident. To add a POP/IMAP account, configure it in the Zoho Mail web app, and it will automatically be listed under Accounts in Trident.

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

Accessing Emails in Unified Inbox

The Unified Inbox in Trident consolidates emails from all your logged in email accounts into a single view, making it easy to stay on top of your messages.

To access the Unified Inbox, click All Inboxes under the Unified Inbox section in the folder pane on the left side of the app.

All emails received across your logged in email accounts will be displayed together. Each email is tagged with the name of the account it belongs to, so you can easily identify which account received that particular email.

To view emails from a specific account, click on the desired account listed under the Accounts section in the folder pane. The inbox will display only the emails belonging to that selected account. You can switch between email accounts at any time with a single click; no sign-out or re-authentication is required.


Switching Accounts

To switch between all your logged in accounts:

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


Notes
Notes:
  1. Switching the user account updates all modules, such as Mail, Cliq, Calendar, and others, to the switched account.
  2. 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 the ongoing actions and proceed with the account switch.

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 account that you want to set as the primary account 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

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.