FAQ

What user roles are available in Zoho People?

In Zoho People, there are totally 5 default user roles: Admin, Manager, Team Member, Director and Team Incharge. You can edit the role name of Director and Team Incharge whereas you cannot edit the role name of Admin, Manager and Team Member as they are standard roles of Zoho People.

How many users can I add to my Zoho People account?

Zoho People's Professional Plan is a 'Pay as you grow" model. So, initially it comes with 10 user package but, you can purchase additional user licenses as and when needed.

Note:

  • Free Plan is only for 10 users. If you would like to add more number of users, you need to subscribe to Professional Plan.
Plan Total number of users
Free Plan Only 10 users
Professional Plan Starts with 10 users but you can increase the user count as and when needed at just $2/user/month.

For more information on the Plans, have a look at our Pricing page

How to resend invitation to the employees?

  1. Go to 'Setup' at the top of the page.
  2. Click 'Employee listing' link under Users & Permissions.
  3. Click 'Pending'.
  4. Click the 'Resend Invitation' link on the row of the employee in the members list on that page.
  5. The invitation will be sent to the employee's primary email address.

Note:

  • The employee should accept the invitation in order to join the organization.

Will the terminated employees account for the user license?

No, the terminated employees will not be accounted for the user license.

How to mark an employee as terminated?

To mark an employee as terminated, follow the steps below.

  1. Go to 'Organization' tab and click the 'Employee' link.
  2. Select an employee from the employee list.
  3. Click 'Edit' and scroll down to Employee Status field.
  4. Change the status as Terminated.
  5. Click 'Save'.

Should I populate all the information while adding an employee?

No, not necessary. You need to fill in the details only for mandatory fields like employee ID, email ID, first name and last name. Later, you can update the other fields.

Can I have more than one admin in my Zoho People account?

Yes, you can have number of admins in your organization. For that, you need to change the role of an employee as Admin.

To change the role of an employee, follow the steps below.

  1. Go to 'Setup' at the top of the page.
  2. Click 'Employee Listing' link under Users & Permissions.
  3. Either hover your mouse over the role of an employee or hover over the row of an employee name and click 'Edit' to change the role.

What is the difference between Super-Admin and Admin?

Super-Administrator Admin
Only one Super-admin. Number of Admins.
Super-Admin has unrestricted access to all modules. Admin also has unrestricted access to all modules.
All license related emails would be sent to the Super-Admin email ID. Admins won't get any license related emails.

Can Admin edit photo of other employees?

Yes, Admin can edit the photo of other employees in the organization. The option 'Display admin uploaded photo' should be enabled in order to edit the photo. Here's how you can do this:

  1. Go to 'Setup' at the top of the page.
  2. Go to 'Company settings' under Setup organization.
  3. Scroll down and go to Photo settings.
  4. Enable 'Display admin uploaded photo' option.

What is the difference between a non-user and a normal user?

User Non-user
Users will have log-in access to the organizational account. Non-users will not have log-in access to the organizational account.
Users are accounted in the subscription. Non-users will be licensed under HR Administrator Plan
Email ID is mandatory while adding users. Email ID is not mandatory while adding non-users.

How do I convert an existing non-user into a user?

  1. Go to 'Setup' at the top of the page.
  2. Scroll down and click 'Non-users' at the bottom of the page.
  3. Hover your mouse over the row of an employee name and click 'Migrate to Employee'.
  4. An invitation email will be sent to the user and the user has to accept the invitation in order to join the organization.

I'm the Admin of my organization and why can't I edit the email ID of my org employees.

For privacy reasons, we have not given permission to users to change the email IDs of other users. However, one can edit the email ID by themselves by logging into Zoho Accounts.

How do I hide the Department tree & Employee tree links for a particular role?

  1. Go to 'Setup' at the top of the page.
  2. Click 'Global Access Permissions' under Users & Permissions.
  3. Select the role type.
  4. Hover your mouse over the specific field and disable(click on the disable button) the department tree and employee tree.

Where can I view the list of ex-employees?

Ex-employees are former employees of the organization who have been resigned, terminated or deceased. You can view the list of ex-employees as follows:

  1. Go to 'Setup' at the top of the page.
  2. Click 'Employees Listing' link under Users & Permissions.
  3. Click the "Ex-Employees' link.
  4. You will find all the ex-employees details over there.

How do I change the Super-admin of my account?

The system will automatically consider the first user who sign up for the account as the Super-Admin of the organization. However, you can later change the role of another Admin as the Super-Admin of your organization, as per your need and convenience. Follow the steps below to do so:

  1. Go to 'Setup' at the top of the page.
  2. Click 'Company Settings' under Setup organization.
  3. Scroll down and go to Super-Administrator.
  4. Click the drop down box and select the new Super-Admin from the list.

Note:

  • Only Admin users will be listed under the Super-Admin list. So, before changing the Super-Admin, please make sure that the user has admin role.

People FAQ Users & Permissions