User Management | Zoho Vault

User Management

There are three main areas when it comes to user management:


  • Adding users
  • Creating user groups
  • Assigning roles

Adding Users

Zoho Vault provides different options for you to add users into your account. You can manually add users by sending them an invitation via email, or integrate with other solutions, such as AD/LDAP, G Suite, Office 365, and Okta.





Creating User Groups

After adding users, you can group them for easy management. Create individual groups for different teams within your organization, then add the respective users to them. This will help with sharing multiple passwords and folders with the entire team. For example, you can create different groups for your IT, Marketing, Finance, and Human Resources. 

  • Super-admins of Zoho Vault can add User groups from the User Management section under the Settings tab. 



  • Click Edit to view the existing list of users in a user group.




NotesNote: You can add or remove users from user groups anytime. Any new user added to the user group will inherit all the existing access permissions granted to that group.

Assigning Roles

Zoho Vault has three pre-defined roles: super admin, admin and user and they all have different privileges. You can upgrade your user to become an admin or a super-admin. An admin can help super-admins as a moderator for critical activities in Zoho Vault. They can perform all operations except user management. A user, however, will not be able to perform any admin operations. The following table details the different privileges:



Users

Admins

(Every feature in the User account)

Super Admins

(Every feature in the Admin account)

Add Passwords

Can see their own Dashboard as well as the team's Dashboard.

Add new users

Password and Passphrase generator

Can view the Audits for the entire organization

Delete users

Share Passwords

Compliance-ready Reports

Assign Roles

Import passwords

Data BackupEnforce MFA

Offline Access

IP Restriction Transfer Ownership

Security dashboard

Can Approve the sharing status of awaiting users.

Configurations

Can create and share Folders (Professional & Enterprise plan)

Fine-Grained Controls (To restrict user's activities)

Clear User Master Password

Have a dedicated Audit tab.

Scheduler (Professional & Enterprise plan)

Grant/Revoke Access

Can create their own password policy.

Alerts (Enterprise plan)

Emergency Access (Professional & Enterprise plan)

Export Passwords


Geolocation Restriction (Professional & Enterprise plan)

Can Autofill Passwords with the help of browser extension

 

Create User Group (Professional & Enterprise plan)

Can Auto Save Passwords straight into Vault

 

Rebranding (Enterprise Plan)

Personalization tab (Language, inactivity timeout, etc.)

 

Integrations with AD/LDAP, Help Desk, SIEM, and Webhook (Enterprise Plan)

Mobile Apps (iOS & Android)

 


Share passwords with third parties

 

 

Unlock Vault

 

 

Passkeys

 

 

Secure Forms (Professional plan)

 

 


Notes
Note: The admins of your Zoho organization are automatically designated as Super Admin in Zoho Vault. Super-admins can upgrade or downgrade the roles of Users and Admins anytime in Zoho Vault.
Need more help? Take a look at some of the frequently asked questions.