Adding Users in Zoho One

Adding Users in Zoho One



In the mobile application:

For iOS devices:

  1. Open the Zoho One app on your mobile device, then tap  in the top-right corner.
  2. Tap  at the bottom, then tap ADD USER.
  3. Under Basic Info:
    1. Enter the user's First name and Last name.
    2. In the Email ID field:
      1. If you haven't added any domains to Zoho One, enter an external email address of the user you want to add
      2. If you have added and verified a domain in Zoho One, enter either a domain-specific email address (to add them to your organization as a confirmed user), or an external email address (to invite them to your organization).
    3. In the Password field, you can either enter a password of your choice or select Auto-generate password.
  4. Under Company Info, enter the user's Employee ID and select their DesignationDepartmentReporting To, and Work Location.
  5. If you've created custom fields beforehand, fill them out.
  6. Check Send Notification mail if needed.
  7. Tap Add in the top-right corner.

For Android devices:

  1. Open the Zoho One app on your mobile device.
  2. Tap in the bottom-right corner, then tap Users.
  3. Tap .
  4. Under Basic Info:
    1. Enter the user's First Name and Last Name.
    2. In the Email ID field:
      1. If you haven't added any domains to Zoho One, enter an external email address of the user you want to add.
      2. If you have added and verified a domain in Zoho One, enter either a domain-specific email address (to add them to your organization as a confirmed user), or an external email address (to invite them to your organization).
    3. In the Set Password field, you can either enter a password of your choice or select Auto Generate Password.
  5. Under Company Info, enter the user's Employee Id and select their DesignationDepartmentReporting ToWork Location, and Date of joining.
  6. If you've created custom fields beforehand, fill them out.
  7. Check Send Notification mail if you want to manually share the invitation or credentials with the user.
  8. Tap ADD in the top-right corner.

In the web application:

  1. Sign in to Zoho One  , then click Directory in the left menu.
  2. Click Users, then click Add User.
  3. Under Basic information, enter the user's First Name and Last Name.
  4. In the Email Address field:
    1. If you haven't added any domains to Zoho One, enter an external email address that the invitation email should be sent to.
    2. If you have added and verified a domain in Zoho one, enter either a domain-specific email address (to add them to your organization as a confirmed user), or an external email address (to invite them to your organization).
    3. Note: If you have enabled mail hosting for the domain and entered a domain-specific address, a mailbox will be created automatically for the user.
  5. Under Company information, enter the user's Employee ID and select their DesignationDepartmentReporting Manager, and Work Location. Although these fields are not mandatory, adding them during onboarding will make managing users easier.
  6. Under Locale information, enter the user's Language, select their Country, and select their Time Zone. If you selected a Work Location in the previous step, these fields will be filled in automatically.

  7. Optional: Under Additional information, enter the user's Date of BirthGenderDate of Joining, and Seating Location.
  8. If you created custom fields beforehand, fill them out. If you wish to create custom fields now, click .
  9. Uncheck Send Notification Mail if you want to manually share the invitation or credentials with the user.
  10. Click Add.
Note: This article explains how to add a single user to your organization. To add multiple users easily, try Importing Users or using the AD Sync Tool .

Troubleshooting

The following are some common errors you might come across when adding users. Please go through the respective troubleshooting articles to resolve them.
  1. Email address is already used
  2. The domain which you have entered belongs to a different deployment/region
  3. You are trying to activate more users than the allowed license limit of 'n' users
Other possible errors and the steps to resolve them are given below:

Error
Reason
Solution
Invalid email address.
The entered email address might contain invalid special characters.
Ensure that the address you're entering does not contain anything other than alphanumeric characters and the following special characters:
  1. At symbol ( @ )
  2. Period ( . )
  3. Hyphen ( - )
  4. Underscore ( _ )
  5. Comma ( , )
  6. Apostrophe ( ' )
This email is already a part of a group.
The entered email address is present as a group's email alias.
Enter a different email address, or remove the address from the group and try again.
Error occurred
The user wasn't added due to some unexpected problem.
Try again after some time. If the error persists, contact support@zohoone.com.
Something went wrong




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