Adding Users

Users with Administrator profile can access the users' list and perform tasks such as adding users, modifying the user details, and managing the user details.

Note

  • This feature is available only for new accounts created after April 2014. We are currently working on migrating the old accounts to support this feature. Note that migration is taking place on request basis. Please contact support@zohocreator.com for any clarifications.

Points to remember

Adding a users in Zoho Creator involves the following steps:

The Administrator provides some basic details like name, email address, role and profile of a user and adds the user to Zoho Creator. Once added, an automated email invitation is sent to the user's email address provided by the administrator. The user clicks on the Access link in the email to accept the invitation. (This request must be accepted within 7 days of receiving it.) After accepting the invitation, the user completes one of the following procedures, whichever is applicable:

  • User is new to Zoho and does not have a Zoho account. To access Creator application the user must:
    1. Click on the access link in the email. The Sign up page appears.
    2. Sign up and create an account with Zoho. Account is created.
    3. Click the Continue signing in button.
    4. 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 Creator account. To access Creator application the user must:
    1. Click on the access link in the email. The respective page appears.
    2. Click the Continue signing in button. The user will be logged in to the Zoho Creator 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. 

To add users:

  1. Log in to Zoho Creator with Administrator privileges.
  2. Click Settings. The Settings page appears.
  3. Select to Users & Permissions tab. 
  4. Click Add Users.
  5. In the Add New User page, enter the following details:
    • Email - Enter the user's valid email address that is not already used to create a Zoho Creator account. An invitation will be sent to this email address.
    • Role - Select the role of the user in your organization.
    • Profile - Select a profile that defines the access rights in Zoho Creator account for the user.
  • Click Add button.

    Add Users

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 Confirmed.

Modify Users

When you add a user, you will be specifying the Email address, Role and Profile details. 

To modify the role/profile of a user:

  1. Log in to Zoho Creator with Administrator privileges.
  2. Click Settings. The Settings page appears.
  3. Select to Users & Permissions tab. 
  4. Click Users.
  5. In Users page, select the user from the list to modify the role and profile of the user. 
  6. Use the Choose Role drop-down to modify the role of the user. 
  7. Use the Choose Profile drop-down to modify the profile of the user. A confirmation dialog is displayed with Yes/No button.
  8. Click Yes to update the changes. 
  9. Add Users

Delete Users

To delete a user

  1. Log in to Zoho Creator with Administrator privileges.
  2. Click Settings. The Settings page appears.
  3. Select to Users & Permissions tab. 
  4. Click Users. The Users page appears.
  5. Select the user to be deleted from the list.
  6. Click on Delete Users button to delete the user from the list of users. A confirmation dialog is displayed with Yes/No button.
  7. Click Yes to delete the user.