Managing users in Zoho One
Users are added and deactivated from the Zoho One Admin panel - to enter the admin panel, the Zoho Administrator can go to https://one.zoho.com/
and select Admin Panel.
Once selected, the Admin Panel opens. From this panel, select the Users icon to open User Management
To deactivate a user, simply select the user you wish to deactivate, and click Edit, and then deactivate (steps 1 and 2 below). Deactivating a user frees up a licence - the user will not be able to log on. Note that it is not possible to DELETE a user - as many transactions will remain linked to the user for audit purposes.
To add a new user, click the Add User icon (step 3 above). A new form opens, where you can invite the new user. this is done via the company email address. Before sending the invite, do click on the link Add Applications.
Select the application(s) you wish to add to the user profile, and in each application (where applicable), select the role/profile - this determines the security privileges.
How to sign up to a Zoho One trial
If you are not based in the EU, you can sign up to a trial by clicking this link - or see the video for how to sign up via the Aurelian Group website. If you are in the EU, please sign up by clicking this link.
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