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:

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click the toggle switch next to any users you want to activate/deactivate.
  4. Click Save.

 

Add a CRM user

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click Manage Users in CRM in the bottom-right of the screen to open CRM’s Users & Permissions screen. From here, you can add/remove users and change their permissions
  4. Click Add New User. Input their information in the next screen.
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  5. 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

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click Manage Users in CRM in the bottom-right of the screen to open CRM’s Users & Permissions screen.
  4. Select the user whose privilege you wish to change.
  5. Click Edit, then change their profile permissions.
  6. 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.