Security Enhancements | Migrate to the Updated Policies

Security Enhancements | Migrate to the Updated Policies

Hello everyone,

Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the user authentication experience.

Earlier, security policies comprised four dedicated components: Password Policy, Multi-Factor Authentication (MFA), Allowed IPs, and Advanced Settings. Based on these components, each group was assigned a policy that determined their sign-in process. Depending on their roles and responsibilities, the sign-in method varied and upon successful authentication, users were granted access to Zoho Directory.



With the latest update, the policies are divided into three parts: Conditional Access Policies, Routing Policies, and Security Policies.
  1. Routing Policies acts as an initial check when a user signs in. 
  2. Conditional Access Policies determines whether the user's access should be allowed or denied based on the predefined criteria.
  3. Security Policies provide you with a dedicated Password Policy and Session Settings.
Additionally, Custom Authentication has been renamed and is now a part of Routing Policies.

New Policies:



To understand how your existing policies are handled and mapped to the new policies during the migration process, click here.

Before migrating to the updated policies, quickly review how the policies are changed.

Existing Policies
Updated Policies
Password Policy
Security Policies

Password Policy is a part of Security Policy. Learn more.
Multi-Factor Authentication (MFA)
Conditional Access Policies

Multi-Factor Authentication (MFA) is a part of Conditional Access Policies.
MFA acts as an Action (Allow with MFA) under this policy. Learn more.

Allowed IPs
Conditional Access Policies

Allowed IPs is a part of Conditional Access Policies. It acts as a condition (IP address) under the policy.

Advanced Settings

1. WEB SESSION MANAGEMENT

2. LOCK PERIOD SETTINGS

1. Routing Policies

Session Lifetime and Idle Session Timeout are a part of Session Settings under Routing Policies.

2. Security Policies

Concurrent Sessions, and Lock Period Settings are a part of Advanced Settings under Security Policies.

Custom Authentication
Routing Policies

This section is renamed as Identity Providers and can be enabled via Routing Policy. Learn more.

How to Migrate?

Existing users with pre-configured policies will come across the Migration Page, which guides them through reviewing, resolving the conflicts and adopting the new policies. On this page, you will be required to complete the steps before migrating.

  1. Demo: Watch a quick demo to understand what’s changed and updated.
  2. Read the Changes: View a detailed document that outlines all the updates.
  3. New Admin Role: Configure the new admin role to replace the existing Helpdesk Admin role as it will no longer have permission to manage security operations.
    Note: This section is displayed only if at least one user is assigned to the Helpdesk Admin role.
  4. Custom Admin Role: Review the changes in the custom roles. 
    Note: This section is displayed only if a custom security role has been created and assigned to a user.
  5. Sandbox Mode: Preview the updated policies in sandbox mode before migrating
After completing these steps, you can proceed with migrating to the updated security policies.

FAQs

  1. What happens if I don't migrate? 
    You can continue using the existing security policies (old version) until you migrate to the updated policies.
  2. What will happen to my existing policies? 
    Your existing security policy configurations will be migrated to the new policy framework. To understand how your existing policy setup is mapped to the updated policies, click here.
  3. Who can perform this migration? 
    Only the Organization Owner or Organization Admin can perform the migration.
Regards,
The Zoho Directory Team.

    • Recent Topics

    • Conta META desativada. Problema no uso do CRM Zoho e SalesIQ.

      Olá, Habilitei um número Whatsapp no SalesIQ em Agosto/2025 com sucesso. Agora concluí a configuração do Zoho CRM e ao habilitar o Whatsapp, descobri que a conta META foi desativada: Configurar CRM -> Canais -> Mensagem de negócio -> WhatsApp Você não

    • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

      Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

    • Zoho Projects API 100 requests/2 min. Limit

      Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

    • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

      Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

    • Zoho Projects - Attachments added to Task and Bug emails are not saved

      Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley

    • Zoho Inventory's latest shipping integration updates at a glance.

      Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,

    • Sorting a list of record acquired from the zoho.crm.searchRecords function.

      This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

    • Zoho Inventory Custom Field Update

      Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");

    • Alphabetically

      How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 

    • Can i set a default value for country and state in address field in zoho creator?

      Can i set a default value for country and state in address field in zoho creator?

    • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

      This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //

    • Redirect after submission is not working after a few submission

      I have setup redirect url correctly and everything works as expected. However, it seems that there's a limit to the number of submissions before the redirect stops working. After the "limit" is reached, the page redirects to a seemingly zoho hosted page,

    • Enhancement Request for Multi-Asset Work Order Feature

      Hello Latha, Thank you for your continued support. The multi-asset Work Order feature is extremely helpful. I did some testing based on our requirements, and during the process, I noticed a few areas where we need your team’s support to improve the feature

    • Marketing Tip #8: Run limited-time offers

      Exclusive offers that don't last long make shoppers purchase right away instead of waiting. Run a flash sale or limited-time discount to convert interest into sales. Try this today: Set up a "Buy X Get Y" coupon in Zoho Commerce valid for a limited time

    • Add Option to Mass Dispatch by User

      Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

    • Zoho Projects - Email notification relabelling of modules not present on default templates

      Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...

    • Include the "Added Email ID" to the Filters of a Report

      Hi, With a Report and lots of entries, a normal thing is to filter entries by the submitter, but that is not included in the Auto Filter of Reports and you can't add a custom filter to a Report without specifying the actual value. I would like to be able

    • Loops in Deluge

      Hi, Can someone tell me how I do a simple loop in deluge? For example, if i have a variable "X" containing a number of loops to perform, i would like to perform an action X amount of times. X = 10; do while (Y < X){       // ... do something } to further explain, the equivalent in PHP of what i am trying to acheive would be: $X = 20; for($Y = 1; $Y < $X; $Y++ ){       // ... do something } Thanks

    • I am facing a problem with an if-else condition

      If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block

    • Zoho Projects - Reply by email to @ mentions posted on the Feed.

      When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.

    • Product Updates in Zoho Workplace applications | October 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create

    • Subform data to Sheets

      I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data

    • Edit Contact Roles in the Potentials Mod

      New to ZOHO so I need some help. I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project. In the Potential Mod you can pick contacts and assign a Role to them. I know

    • Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

      Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • Font Size 11 - Zoho CRM Email Templates

      Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

    • Error 400 Booking

      Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

    • Zoho Projects - Email Notifications for Feed Updates

      Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has

    • Zoho Analytics Export API

      Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

    • Request to Remove LinkedIn Verification from My Emai

      I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Zoho Projects - Refine Access to Collaboration Menu

      Hi Projects Team, I noticed that Calendar, Chat and Meeting menu options in the Collaboration section are visible to client users, even when they don't have access to the features. This could be confusing and frustrating, because if it's there you expect

    • Extracting Images from a Zoho Creator Report into a Pages

      If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

    • Zoho is blocking emails I subscribe to from one sender

      About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

    • Inactive Items - Make Less Prominent by Default

      Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

    • How to calculate GST based on "Ship To Address"

      We into the interior designing work, providing "Works Contract Services" to our clients across India. We are registered under GST in Maharashtra state. For works contract services as per the GST rule, we need to decide place of supply based on "Ship to

    • I NEED TO NUMBER TO TEXT NO HERE

      =NUMBERTEXT NEEED

    • Auto-fill New Row with Previous Row Values

      rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • API question - adding a thread to an existing ticket

      Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

    • Next Page