Zoho Workerly | Getting Started- Account Setup

Getting Started - Account Setup

Your Zoho Workerly account settings consist of Personal and Company settings. Before you start working with your account, you need to set up the personal settings such as defining the language, country locale, time format, time zone, etc.

Agencies in an organization work from different locations, across different time zones and geography. They can set up their personal preferences in Zoho Workerly. If you have set up an organization's account, you can setup timezone, currency, logo, business hours, etc. for your organization.

Once you sign up for Zoho Workerly and have your own account, you can personalize your Workerly account. By default, the mandatory information provided by you at the time of sign up is automatically updated. After logging in, you can change these details according to your preferences.

The following table gives the list of functions that are specific to Administrator and Standard Users:

FunctionsPrivilege
Change NameAdministrator and Standard User
Change Address InformationAdministrator and Standard User
Change LanguageAdministrator and Standard User
Change Date FormatAdministrator and Standard User
Change Time ZoneAdministrator and Standard User
Change SignatureAdministrator and Standard User
Change Name FormatAdministrator and Standard User
Change Email ID*Standard User
Change Password*Standard User
Change Security Question*Standard User
Change Answer*Standard User
Change ProfileAdministrator
Change RoleAdministrator
Change CurrencyAdministrator
Add UserAdministrator
Activate/ Deactivate UserAdministrator
Re-Invite UserAdministrator

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Personal Account Settings

                                                                                                        Users in many organizations work from different locations, across different time zones and geography. Each user can set up their personal preferences in Zoho. You can personalize and manage the settings in your Zoho Workerly account that includes ...
                                                                                                      • Getting documents signed with DocuSign

                                                                                                        What is an e-signature? An electronic signature, or e-signature, is a legal way to get consent or approval on electronic documents or forms. This is a quick, easy, and completely paperless process to get your documents signed. E-signature is widely ...
                                                                                                      • Getting documents signed with Adobe Sign

                                                                                                        What is an e-signature? An electronic signature, or e-signature, is a legal way to get consent or approval on electronic documents or forms. It is a quick, easy, and completely paperless process to get your documents signed. E-signature is widely ...
                                                                                                      • Getting documents signed with Zoho Sign

                                                                                                        What is an e-signature? An electronic signature, or e-signature, is a legal way to get consent or approval on electronic documents or forms. It is a quick, easy, and completely paperless process to get your documents signed. E-signature is widely ...
                                                                                                      • Temp Login- Setup Domain

                                                                                                        Zoho Workerly gives an advantage of all-in-one Temp Portal that enables Temps to track of their Jobs and Timesheets. Setting up domain enables Temps to access your portal using a custom domain URL. For example, if your company website is ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources