Getting Started with Zoho Learn as a User

Getting Started with Zoho Learn as a User

Depending on your role and organizational setup, your experience while accessing Zoho Learn may differ. For example, you might need to create a new account, join an existing hub, or switch between multiple hubs. This guide walks you through the different scenarios you may encounter while creating or accessing your Zoho Learn account and hub as a user.

Notes
  • Users who access a hub for the first time will be prompted to fill the onboarding form.

  • Super admins will not be required to fill the onboarding form.

 

1. When the user is not part of any organization  

If you’re new to Zoho Learn and not yet part of any organization, follow these steps:

Create a Zoho Learn account  

  1. Visit the Zoho Learn Sign-Up Page and follow the above mentioned in this article.

Complete the onboarding form  

  1. Once your Zoho Learn account is created, you’ll be prompted to fill in an onboarding form.

  2. Provide the requested details accurately to personalize your experience.

  3. Click Done to complete your onboarding process.

You can now create your own hub or request an invitation to join your organization’s existing hub.

2. When the user is part of the organization but does not have access to the hub  

If you already belong to your organization’s Zoho setup but don’t have access to its Learn hub:

 Request access 
  1. Log in to your Zoho Learn account.

  2. If you don’t see any hub listed, contact your hub admin or organization admin to request access.

  3. Once access is granted, the hub will appear on your Learn homepage.

  4. Click on the hub name to enter and start exploring the available content.

Alert
Without hub access, you will not be able to view any knowledge articles,or courses within Zoho Learn.

Complete the onboarding form  

  1. Once your Zoho Learn account is created, you’ll be prompted to fill in an onboarding form.

  2. Provide the requested details accurately to personalize your experience.

  3. Click Done to complete your onboarding process.

 3.When the user is part of multiple hubs     

If you’re part of more than one hub within your organization or across multiple organizations:

 Choose the relevant hub 

  1. Log in to Zoho Learn.

  2. On the homepage, you’ll see all the hubs you have access to.

  3. Choose the relevant hub to access its content.

  4. You can switch between hubs at any time from the My Hubs section below My Profile.

Each hub has its own set of articles, courses, and permissions based on your role.

Complete the onboarding form  

  1. Once your Zoho Learn account is created, you’ll be prompted to fill in an onboarding form.

  1. Provide the requested details accurately to personalize your experience.

  2. Click Done to complete your onboarding process.

 4. When the user has only a single hub     

If you’re part of only one hub:

Log in to Zoho Learn. You’ll be directly taken to your hub homepage.

  1. From here, navigate to:

       Knowledge To read manuals and articles

       LearningTo take courses assigned to you

       My LearningTo track your progress

Info
 You'll be prompted to fill in the onboarding form if you are accessing the hub for first time. You can only access the content within the hub after the onboarding form is filled.

 5. When the user has set a default hub     

If you’ve already set a default hub:

  1. Log in to Zoho Learn — you’ll be automatically redirected to your default hub.

  2. To switch hubs, click My Hubs and select another hub from the list.

  3. You can change your default hub anytime under Profile > My Hubs.

6. How to access your Zoho Learn hub as a learner  

To get started with Zoho Learn, follow these steps:

Create a Zoho Learn account  

  1. Visit the Zoho Learn Sign-Up Page and fill in your personal details in the provided form.

  2. Review Zoho's terms and privacy policies and provide your consent to continue.

  3. Once you've filled in the required information, click the Sign Up and Accept. button to create your account.

Learn more about creating a Zoho Learn account

Complete the onboarding form  

  1. Once your Zoho Learn account is created, you’ll be prompted to fill in an onboarding form.

  2. Provide the requested details accurately to personalize your experience.

  3. Click Done to complete your onboarding process.

 

 7. When the user is the admin of the organization    

If you are the admin, you can create and manage the organization’s Learn hub.

To create a new hub:  

  1. Log in to Zoho Learn.

  2. Click Create Hub on the homepage.

  3. Enter your hub’s name, description, and domain URL.

  4. Invite users from your organization to join.

  5. Once set up, you can configure permissions, create manuals, and assign courses.  

As an admin, you can create multiple hubs, manage members, and customize access settings for your organization.  
Admins except super admins will be prompted to fill the onboarding form.

Accessing the knowledge section in Zoho Learn as a user  

Knowledge section in Zoho Learn is where you can find articles, SOPs, procedures and other organizational documents. You can find similar or related articles grouped under a Manual.

 How to access articles shared with you in Zoho Learn 

  1. Log in to your Zoho Learn account and choose your hub.

  2. Navigate to the Knowledge section.

  3. Choose the Shared tab.

  4. You can see a list of Manuals that are shared with you.

  5. Choose the manual of your choose and access the article.

How to access articles and manuals that are shared with the entire hub   

Some articles and manuals like organizational policies, HR procedures and documents that are common to all the employees can be accessed from the Explore tab.

To access manuals that are shared with the entire hub:

  1. Navigate to the Knowledge section and choose the Explore tab.

  2. Choose the manual of your choice and access the articles. 

Accessing courses in Zoho Learn  as a user  

You can take courses in Zoho Learn from the Learning section.

To take a course as a learner in Zoho Learn:

Navigate to the Learning section and choose My Learning.

Here, you'll find all the courses that are assigned to you.

Choose the course to begin taking the course.

Learn more about accessing courses as a learner

Accessing courses that are assigned to the entire hub 

To access courses that are assigned to all hub members:

Navigate to the Learning section and choose the Explore tab.

Additional references:

Learn more about creating courses in Zoho Learn

Learn more about creating articles and chapters in Zoho Learn

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