Manage Organization

In this help document, you’ll learn how to manage your Zoho Spend organizations, switch between employee portal and admin view, as well as the actions you can perform from the My Organizations section in Zoho Spend.

Create New Organization

Here’s how you can create a new organization:

• Click the Organization Name dropdown at the top right corner.
• Select Manage.
• Click + New Organization in the page that follows.
• Enter your business’s details and click Save.

A new organization will be created. Once done, you can get started with setting up your organization. When you sign up for Zoho Spend, you’ll get a 14-day free trial to explore the features provided in Zoho Spend.

Once the trial period expires, you’ll have to subscribe to a paid plan to continue using Zoho Spend or switch to the Free plan. Check out the plans available in Zoho Spend.

Join Existing Organizations

If you have an organization in any of the other Zoho finance apps, you can access that organization in Zoho Spend. Here’s how:

• Click the Organization Name dropdown at the top right corner.
• Select Manage.
• Click Join your existing organizations.
• All organizations eligible for an upgrade to Zoho Spend will be listed. Click Upgrade next to the organization you want to access in Zoho Spend.
• All organizations from other Zoho finance products will be listed. Click Join next to the organization you want to access in Zoho Spend.

Switch Between Admin View and Employee Portal

Zoho Spend offers two distinct views to clearly separate organizational financial control from employee initiated transactions.

Admin View: The Admin View is designed for admins, finance teams, and users with managerial permissions who manage business-level financial operations. From this view, users can configure organizational settings, define policies, ensure compliance, and manage company wide financial transactions. Employees cannot create or manage their own transactions in this view.

Employee Portal: The Employee Portal is designed for employees to manage transactions they initiate for business purposes. From this portal, employees can create, submit, and track their own expenses, purchase requests, and other business transactions assigned to them, without access to administrative configurations or organization wide financial controls.

If you’re a user with access to both Admin View and Employee Portal, you can switch between both to manage your business’s data. Here’s how:

From Admin View

• Click the Organization Name dropdown at the top right corner.
• Click My Portal if you want to switch to your employee portal.
• You can also do so by clicking Access My Portal from the left sidebar.

From Employee Portal

• Click the Organization Name dropdown at the top right corner.
• Click Admin if you want to switch to Admin View.
• You can also do so by clicking Switch to Admin View from the left sidebar.

Switch Between Organizations

If you have access to multiple organizations in Zoho Spend, you can switch between each organization. Here’s how:

• Click the Organization Name dropdown at the top right corner.
• A list of all the organizations you’re a part of will be displayed. Click the organization’s name to access that organization.

Mark Organization as Default

By marking an organization as default, Zoho Spend will automatically open this organization every time you log in.

Here’s how you can mark an organization as Default:

• Click the Organization Name dropdown at the top right corner.
• Select Manage.
• Click the More icon next to the organization you want to mark as default.
• Select Mark as Default.

Delete Organization

Here’s how you can delete your organization in Zoho Spend:

• Click the Organization Name dropdown at the top right corner.
• Select Manage.
• Click the More icon next to the organization you want to delete.
• Select Delete.
• In the Delete Organization pop-up, read the information provided carefully, and mark the Yes, I want to permanently delete this Zoho Spend organization and its contents checkbox.
• Confirm your action by clicking Delete Organization in the pop-up.