Manage Users
Activate or deactivate users in Zoho Motivator
CRM users who have been activated in Motivator can participate in contests, set targets, and be visible using a KPI’s By Employee filter.
To activate/deactivate Motivator users:
- Click your name in the top-right corner of the screen.
- Select Settings from the dropdown menu.
- Click the toggle switch next to any users you want to activate/deactivate.

- Click Save.
Add a CRM user
- Click your name in the top-right corner of the screen.
- Select Settings from the dropdown menu.
- Click Manage Users in CRM in the bottom-right of the screen to open CRM’s Users screen. From here, you can add/remove users and change their permissions

- Click New User. Input their information in the next screen.

- Click SAVE. An invitation will be sent to their email address.
An icon indicating a pending confirmation will be shown to the right of the user's name until they accept the invitation.Note: You can give users Admin and Super Admin permissions here.
Change CRM user’s profile permissions
- Click your name in the top-right corner of the screen.
- Select Settings from the dropdown menu.
- Click Manage Users in CRM in the bottom-right of the screen to open CRM’s Users screen. From here, you can add/remove users and change their permissions

- Select the user whose privilege you wish to change.

- Click Edit, then change their profile permissions.
- Click SAVE.
Note:
- The free plan supports only five users.
- The individuals displayed here are active users in your CRM organization. If you have added or removed users in CRM, you'll need to re-sync Motivator with CRM to display the latest users. Click Sync Users with CRM link at the bottom-right of the SETTINGS/USERS screen to sync Motivator with CRM and refresh your Motivator user list.
- Sync Users with CRM link is not available on Zoho Motivator for Android. Please use the web browser to sync users with CRM.




