Groups - Add Users to Group | Admin Guide - Zoho One

Add users to group or department

The steps to add users to group vary between the two User Interfaces supported in Zoho One. Select the UI version you use from the below tabs and proceed with the steps that follow.
Spaces UI
Unified UI
Mobile UI
Spaces UI
  1. Sign in to Zoho One, then click  in the top-right corner.
  2. Go to Groups, then click the group or department that you need to add users to.
  3. Click , then click Add Members, and select the users to be added.
  4. Assign their role in the group/department.
    1. Moderators can add or remove members and manage the group's settings.
    2. Members are the non-privileged users present in the group.
    3. Followers are only available in departments. There may be cases where a user needs to be part of multiple departments. For example, support agents might need to stay in touch with the Production and Management teams in order to keep their knowledge bases updated. In those cases, the user can be added to additional departments as a follower. They will have access to all the resources of the additional departments, but will only be considered a Member of their primary department.
  5. If you're trying to add users to a department and if one or more group members are present in other departments as Member, there will be a conflict when adding those members to this department. To resolve the conflict, choose one of the shown options:
    Option
    Effect on New department
    Effect on Previous department
    i) Add as a Follower to New Department and retain existing Member role in their previous department.
    Added as Follower
    Remains a Member
    ii) Add as a Member to New Department and change their role to Follower in their previous department.
    Added as Member
    Changed to Follower
    iii) Add as a Member to New Department and remove user from their previous department.
    Added as Member

    Removed from previous department
    If you want to apply a different resolution for each conflicting user individually, click Manage Separately.

  6. Click Add. 
Unified UI
  1. Sign in to Zoho One, then click Directory in the left navigation menu.
  2. Go to Groups, then click the group that you need to add users to.
  3. Click , then click Add Members, and select the users to be added.
  4. Assign their role in the group/department.
    1. Moderators can add or remove members and manage the group's settings.
    2. Members are the non-privileged users present in the group.
    3. Followers are only available in departments. There may be cases where a user needs to be part of multiple departments. For example, support agents might need to stay in touch with the Production and Management teams in order to keep their knowledge bases updated. In those cases, the user can be added to additional departments as a follower. They will have access to all the resources of the additional departments, but will only be considered a Member of their primary department.
  5. If you're trying to add users to a department and if one or more group members are present in other departments as Member, there will be a conflict when adding those members to this department. To resolve the conflict, choose one of the shown options:

    Option
    Effect on New department
    Effect on Previous department
    i) Add as a Follower to New Department and retain existing Member role in their previous department.
    Added as Follower
    Remains a Member
    ii) Add as a Member to New Department and change their role to Follower in their previous department.
    Added as Member
    Changed to Follower
    iii) Add as a Member to New Department and remove user from their previous department.
    Added as Member

    Removed from previous department
    If you want to apply a different resolution for each conflicting user individually, click Manage Separately.

  6. Click Add.
Mobile UI

For iOS devices:

  1. Open the Zoho One app on your mobile device, then tap   in the bottom-right corner.
  2. Tap GROUPS, tap on the group or department to which you want to add users.
  3. To add moderators:
    1. Under Moderators, tap Add Moderators, then select the users you want to add as moderators.
    2. Tap DONE.
  4. To add members:
    1. Under Members, tap Add Members, then select the users you want to add as members.
    2. Tap DONE.
  5. To add followers:
    1. Under Followers, tap Add Followers, then select the users you want to add as moderators.
    2. Tap DONE.
Info
Note: Followers can only be added to departments.

For Android devices:

  1. Open the Zoho One app on your mobile device.
  2. Tap in the bottom-right corner, then tap Groups.
  3. Tap on the group or department to which you want to add users.
  4. To add moderators:
    1. Under Moderators, tap , then select the users you want to add as moderators.
    2. Tap DONE.
  5. To add members:
    1. Under Members, tap , then select the users you want to add as members.
    2. Tap DONE.
  6. To add followers:
    1. Under Followers, tap , then select the users you want to add as followers.
    2. Tap DONE.
Info
Note: Followers can only be added to departments.