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

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

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

NotesNote: 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 Main Menu icon on the top-left corner of the app.

  1. Select Settings from the menu list.

  1. Navigate to Accounts and click Add Account.

  1. Enter the email address or mobile number associated with your other Zoho Mail account.

  1. Click Next.

  2. 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.
NotesNoteOnly 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 emails.

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.

Setting Secondary Account as Primary     

To set a secondary account as primary:

  1. Click Main Menu icon on the top-left corner of the app.

  1. Select Settings from the menu list.

  1. Click Accounts.

  1. Click the More Options  icon.

  1. Select Set as Primary Account from the menu list.


Switching Accounts 

To switch between Zoho Mail accounts:

  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. 


Notes
Notes:
  1. 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.
  2. Once the account is switched, the selected account becomes the primary account. All modules will reflect the details of the primary account.

Signing Out of Trident 

To sign out of Trident:

  1. Click the Main Menu icon on the top-left corner of the app.

  1. Select Settings from the menu list.

  1. Click Accounts.

  1. Navigate to the account you want to sign out from and click the More Options  icon.

  1. Click Sign Out.

  2. In the alert that appears, click Sign Out


Alternatively, you can also:

  1. Right-click the Mail account you want to sign out from.

  1. Select Sign Out from the menu list.

  1. Select Sign Out in the alert dialog box that appears.

  If you're signed in to multiple Zoho Mail accounts in Trident, you can sign out of all of them at once:
  1. Click the Main Menu icon in the top-left corner of the app.

  2. Select Settings from the menu list.

  3. Click Accounts.

  4. Click Sign Out of All Accounts.


Notes

Notes:

  • If you’re signed in to multiple Zoho Mail accounts in Trident and choose to sign out of your current primary account, you’ll be prompted to select a new primary account from the remaining ones.



  • If only two accounts are signed in, signing out of the primary account will automatically set the other account as primary.



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