In Zoho Accounts, the mandatory fields under the Personal information section are set to default as soon as you register with any Zoho service. After logging in, you can change the information according to your preference. When you change certain fields under the personal information section, the corresponding fields in Zoho CRM will be updated automatically.
First Name and Last Name in Zoho CRM are used to form the Full Name in Zoho Accounts i.e. Full Name = First Name Last Name (Example: Zoho CRM). When you modify the Full Name field in Zoho Accounts, the First Name and Last Name fields in Zoho CRM are updated and vice versa.
To change name
You can change the password of all Zoho Services in Zoho Accounts.
To change password
Users with any role can reset their password individually by clicking on the Forgot Password link in the Zoho CRM log in page.
To reset password
Zoho Accounts allows you to create your own security question according to your preference after logging in for the first time. The security question can be modified whenever required and it can be used to retrieve the password.
To create secret question
You can specify the Date format, Newsletter subscriptions and Browser connection according to your preference in Zoho Account Preferences page.
To change preferences
You can grant access to all Zoho services (including Zoho CRM) from trusted third party websites. For example, there may be a case of Zoho resellers & partners requesting for embedding a Zoho account "Sign Up" page in their website. If you grant the request, the third-party site becomes an 'authorized website' and users can access their Zoho account from within reseller's website. The granted Websites will be displayed in the Authorized Website section in Zoho Accounts and from where you can view, or delete the authorized Websites.
To manage authorized websites
This feature keeps track of all the user sessions for a particular Zoho account. Active sessions for the past 7 days are listed in the sessions screen (including the current session) with additional information like Start Time, IP Address, etc. Users have the option to end individual sessions or end all sessions (excluding the current one).
For example, you have logged in to a Zoho service from your home and for some reason have forgotten to sign out. Your session remains active and when you reach office, you realized that the previous session was not closed. In such instances, Zoho Accounts User sessions helps you to check all active sessions and close the sessions. It also helps you to identify any unauthorized access to your accounts by checking session details such as Started time, Connected From IP Address and Action.
To view user sessions
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