The new user classification methods

The new user classification methods

In the new Zoho One, you might have noticed that users are now classified in multiple ways. Every user has a Status (Active or Inactive), a Type (Confirmed, Pending, or External), and a State (Not invited yet or Not joined yet). Understanding what they mean and how they can be used can simplify your day-to-day operations.
 
In this article, we'll discuss the various classification methods and how you can leverage them to your advantage.

User Status

The main purpose of User Status is license management and, by extension, access restriction for ex-employees.
  • Active Users are the licensed users with access to Zoho One
  • Inactive Users are users who no longer have access to your organization's apps
The number of Active users in your organization can never exceed the number of licenses you have purchased. When a user is deactivated, they immediately lose access to Zoho One, and the license they had been using is freed up.
 
You can use User Status to ensure you aren't paying for any unnecessary licenses and to ensure the users who are no longer in your organization have had their access revoked.

User Types

User Types are used to determine if the user is a part of your organization. A Pending User is someone who hasn't yet verified that they belong to your organization, a Confirmed User belongs completely to your organization, and an External User is someone who only partially belongs to your organization. 
 
You can use User Types to understand the level of control you have over a particular user:
  • You'll be able to completely manage Confirmed Users. You can perform all admin operations such as editing user details, resetting passwords, managing email settings, managing group memberships, and applying security policies.
  • You'll have slightly less control over Pending users. You can assign them applications, add them to groups, and invite them to become Confirmed Users; you will not be able to create mailboxes or perform actions such as resetting passwords.
  • External Users are the most independent. You can only assign applications to them; you will not be able to edit their details, add them to groups, or apply security policies to them.

User States

Onboarding in Zoho One has three steps:
  1. You add a user in the Admin Panel.
  2. You send the user an email containing the invitation or the sign-in credentials. You can do this either while adding a user or later.
  3. The user accepts the invitation and joins the organization.
User States are used to give you some context on the user's onboarding journey. If a user has been added to Zoho One without being invited, they will be tagged as Not invited yet. You will now be shown a button to send the invitation email to the user.
 
Once the invitation has been sent, the user will be tagged as Not joined yet until they accept the invitation. You will now be shown a button to send a reminder email to the user.
 
You can use User States to monitor the user's onboarding journey and lend a guiding hand if they hit a roadblock. For example, if a user stays in the Not joined yet state for too long, might be because they haven't seen your invitation yet. You can advise them to check their inbox and spam folders for the invitation email.


Now that you know the purpose of the various classification methods, we hope you'll be able to monitor and manage your organization better! Please share your feedback in the comments section.

    • Sticky Posts

    • Connect with Zoho users from your industry, virtually!

      A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas

    • Feature update: Advanced security settings

      We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists

    • Recent Topics

    • How to show Assemblies AND component items in a report

      Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this

    • Mandatory Messages for Specific Members in Zoho Cliq Channels

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:

    • Admin Access to Message Read Statistics in Zoho Cliq

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in

    • Online Member Visibility in Channels (Similar to WhatsApp Group Presence)

      Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently

    • Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)

      Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that

    • Multiple Products on Ticket

      Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product

    • Não recebo Email de confirmação e validação de cadastro do PagSeguro

      Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro

    • Does Thrive work with Zoho Billing (Subscriptions)?

      I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

    • accounts payable and receivable subaccounts

      How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??

    • DUPLICATING WORKFLOWS IN CREATOR

      Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.

    • Add SKU to query options in `items` API endpoint

      It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.

    • Estimates and invoices being sent from company-wide address, rather than individual

      In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)

    • Need profit margins for books in estimates & invoice

      https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate

    • Decimal places settings for exchange rates

      Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

    • Item Level Notifications

      I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?

    • Cannot categorize a bank deposit to an income sub-account

      When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears

    • ZV Extension passkey changes in v5.7.0

      Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?

    • What's New in Zoho Billing - August 2025

      Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business

    • How do I get my account id?

      Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

    • Why are tasks not showing in Zoho Calendar?

      Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this

    • Zoho Payroll: Product Updates - July 2025

      Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments and

    • Discussion for “sub product”, “sub item” or “child products”

      Hello everyone, In some CRM systems, there is the ability to associate products in a hierarchical manner within a quote. For example: Product A: Gold Plan Product B: Setup Product C: Connector Product D: Silver Plan Product B: Setup Product C: Connector

    • Retrieve Accidental Deleted User

      Is there a way to undelete a user who accidentally deleted themselves?

    • Request for Support - CRM Integration Issues

      I’m reaching out to request assistance with the following items: 1. Zoho Forms Integration with Zoho CRM We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions to

    • Knowledge Base Module

      How to enable the knowledge base module in zoho crm account. I saw this module in one crm account but unable to find it other zoho crm account. can anyone know about this?

    • Zoho sign changed Indexing of signing_order

      Because I missed this Announcement (is there even one?): when you work with the indexes of actions > signing_order. Previous those started with 0 now starts with 1. Changed somewhere between 15.07 and 23.07

    • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

      Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

    • Zoho CRM Community Digest - June 2025 | Part 2

      Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM's

    • Allow Variable Insertion in Prebuilt "Update Record" Action in Schedules

      Hi Zoho Creator Team, Hope you're doing well. We’d like to submit a feature request based on our experience using Zoho Creator schedules to manage workflows integrated with Zoho Desk. We currently have an app where Zoho Desk tickets create records in

    • Rich Text Field Editor in Form Builder is Too Small and Not Resizable

      Hello, I am experiencing a significant usability issue with the rich text field in the Zoho Forms builder. The editor window for this field is fixed-size and extremely small. It does not adapt to the screen size, which makes it very difficult to manage

    • Publicar Formulário

      Obs. Não consigo publicar meus formulários, pesquisei alguns artigos, mas me deixou perdido, fala de campo sensível, não consigo entender o que significa. Segue Imagem do problema. Todo formulário que faço sempre termina assim sem o botão de publicar..

    • Anyone else unable to login to ZMA this weekend?

      Hey Is anyone else unable to log into Zoho Marketing Automation at all this weekend? I've been trying on multiple devices - despot and mobile - and multiple browser. I've reset browsing data, gone incognito. Nothing - since Friday I've been unable to

    • Custom Action for Subform row

      Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates the

    • Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator

      I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully

    • Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

      Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

    • Display multiple fields in lookup dropdown

      I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdown

    • Integrate with Power BI

      Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?

    • No "Import Users" option in Zoho FSM

      I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,

    • Finding "like" projects

      Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadmin

    • Não consigo localizar o Botão de Publicar Formulário no meu app

      Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativo

    • Next Page