Assigning Application to Users

Click the Applications tab to access the Applications page in order to view Zoho CRM Plus application owners and the number of active users in each application.

From this page, you can assign users to an application and view the list of active users assigned to each application.

Assign Users to an Application

To assign users to an application:

  1. In the Applications page, hover the cursor over an application name and click +Add User. The Add User pop-up window will appear with the fields displayed based on the application selected.
  2. Enter the email address of users you want to add in the text box and fill in the required application fields.
  3. Click Add Users. The users will be assigned to the application.

Note:

  • You can only assign one role and profile for all the users in a particular application in the Add User pop-up window.

View Active Users Assigned to an Application

To view the list of active users assigned to an application, click the application name or the number of active users displayed below the Active Users column corresponding to an application name in the Applications page.

The Users page will be displayed with the list of users assigned to that application.

Related Topic