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 the standard roles of Zoho People.

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

Please check out our Pricing  page to know the plan and user package details. You can also purchase 25 user add-on plan as and when needed. If you would like to purchase more than 500 user licenses, please contact us at and we will update it manually.

Note:

  • Free Plan is only for 5 users. If you would like to add more number of users, you need to subscribe to one of the paid plans.
Plan Total number of users
Free Plan Only 5 users
Standard Plan Upto 25 users
Premium Plan Upto 50 users
Enterprise Plan Upto 100 users

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 'Users' link under 'Users & Permissions'.
  3. Click 'Pending'/'Invited'.
  4. Click the 'Resend Invitation' link that is on the right side of the employee record.
  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.

How many Administrators can I have in my Zoho People account?

It depends on the plan you have purchased. Please check out our Pricing comparison page for more details.

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

  1. Go to 'Setup' at the top of the page.
  2. Click 'Users' 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 user logins and employee profiles?

User Logins Employee Profiles
Employees can access Zoho People. Employees cannot access Zoho People.
Users can access employee Self-service portal and other forms in the account. These accounts are managed by HR/Administrator for processing employees' leave, attendance and other related form records.
Email ID is mandatory while adding users. Email ID is not mandatory while adding non-users.

How do I convert an existing employee profile user into a login user?

  1. Go to 'Setup' at the top of the page.
  2. Go to 'Users under 'Users & Permissions'.
  3. From the third drop down list, select 'Non-Users'.
  4. Hover your mouse over the employee and click 'Migrate to Employee'.
  5. 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 organization 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.

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 'Users' link under 'Users & Permissions'.
  3. Click 'Ex-Employees' link.
  4. You will find all the ex-employees details over there.

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

The system will automatically consider the first user who creates the organization as the Super-Admin. However, you can later change the role of another Admin as the Super-Admin, as per your need and requirements. 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 a user (new Super-Admin) from the list.

Note:

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

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