7/11/2014 Adding Users | Online Help - Zoho CRM

Adding Users

How Can I...

Important Steps in Adding Users

Add Users

Modify Users

Re-Invite Users

[Related Topics]
[Frequently Asked Questions]

Users with the Manage Users permission in their profile can access the users' list and perform tasks such as adding users, modifying the user details,
and view the apps and add-ons that are activated for each user. The user's details page will also give you the information on the pulg-ins and add-ons
that are activated for the user.

Important Steps in Adding a User

Adding a users in Zoho CRM involves the following steps:

1. The Administrator adds a user by providing some basic details like name, email address, role and profile.

2. Once added, the system automatically sends an email invitation to the user's email address provided by the administrator. You can add other
details such as phone numbers, address, photo, fax, website, date of birth, language, etc. after adding the user.

3. The user accepts the invitation by clicking the Access link in the email within 7 days of receiving it.

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4. After accepting the invitation, the user completes any of the following, whichever is applicable:
User is new to Zoho and does not have a Zoho account:
After clicking the access link in the email, user will be redirected to the Sign up page.

User will sign up and create an account with Zoho.

On creating the account, user should click the Continue signing in button.

The user has to confirm the email address by accessing the link sent in the Confirmation Email.

User already has an account with Zoho, but does not have a Zoho CRM account:
After clicking the access link in the email, user should click the Continue signing in button.

The user will be logged in to the Zoho CRM account that is associated with the company's account.

Add Users

In the Free Edition, you can add upto 3 users. In the other Editions, the number of users that you can add is based on the user licenses purchased.
However, in the Free Edition you can create only Administrator users. You cannot create Standard Users as in the Free Edition, only the Administrator
profile is available.

Availability
Profile Permission
Required: Users with the
Manage Users permission in
profile can access this feature.

To add users

1. Log in to Zoho CRM with Administrator privileges.

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Users with Manage Users permission in the profile can also access this feature to add users.

2. Click Setup > Users & Permissions > Users.

3. In the Users page, click Add New User.

4. In the Add New User page, enter the following details:

First Name & Last Name - It is mandatory to enter the Last Name.

Email - Enter the user's valid email address that is not already used to create a Zoho CRM account.
An invitation will be sent to this email address.

Role- Choose the role of the user in your organization.

Profile - Choose a profile that defines the access rights in Zoho CRM account for the user.
You can add other details like phone numbers, address, photo, fax, website, date of birth, language, etc. after adding the user.

5. Click Save.
The system sends an invitation to the user's email address. Only when the user accepts the invitation, will the status of the user change to
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Confirmed.

Modify Users

When you add a user, you will be specifying only the Name, Email address, Role and Profile details. You can add the other details of the user, such as,

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phone numbers, address, photo, fax, website, date of birth, language, etc. later whenever needed.

To modify a user's details

1. Click Setup > Users & Permissions > Users.

2. In Users page, click on the user from the list to modify the user details or add more information.

3. In User's Details page, click Edit for the corresponding section in which you want to modify the user's details. You can provide the following details:
Phone, M obile, Website, Fax & Date of Birth - Enter these details of the user.

Address Information - Enter the full address details.

Language - Select a language and it will be set as the language for the user's Zoho CRM account.

Country Locale- Select your country from the list.

Time Format - Choose 12 hour or 24 hour time format.

Time Zone - The time zone that you select here will be the time set in your Zoho CRM account.

4. Click Save.

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Re-Invite Users

When the users do not accept the invitation sent by the Administrator within 7 days, the Administrator can resend the invitation to the user. Users who
have not accepted the invitation to join the organization's CRM account will be listed under Unconfirmed Users. You can send an invite again only to the
unconfirmed users. If the user is deactivated, you need to activate them. See Also Activate Users

To re-invite a user

1. Log in to Zoho CRM with Administrator privileges.

2. Click Setup > Users & Permissions > Users.

3. In the Users page, move the mouse pointer over a user and click the Re-Invite link.
Alternatively, you can also go to the Unconfirmed Users view and select the user to re-invite. An invitation email will be sent to the user's email
address.

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Related Topics
TOP
Unsubscribe User Licenses | Activate/Deactivate Users | Delete Users Accounts | Manage Subscriptions

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FAQ

1. Can I delete users from my account?

2. How can I add an existing Zoho CRM user to my company's CRM account?

3. Can I edit the email address of my users?

4. In Free Edition, every user I add has Administrator Profile. How can I change that?

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