Adding Users

Adding Users

Employees of your organization can be added as Users into your Zoho People account, using any of the following methods.

Syncing Users

Apart from this, you can also sync users of the following services with your Zoho People account.

When you invite users to your organization, you send an invitation to their email id with a temporary password. Once they accept the invitation, they will become part of the organization. They can change the password during the consecutive logins.

Add User directly

'Add users directly' is a method to add users directly to your organization account when you have a verified domain. You can give the users' user name and password, and add them to the org domain. They can change their password later. Given below are the steps for both these methods.

  • From your home page, go to Settings > Employee > Users
  • Click on 'Add' and select 'Add User directly'

  • Enter the email id, password, select the correct domain from the drop down and click add

The user will be directly added to the organization and can log in to the account with the password that you provide.

Add Multiple Users directly

  • To add more than one user directly, click Settings (gear icon) > Employee > Add > Users directly
  • Enter the email ids and passwords and click Save

The users will be directly added to the organization and can log in to the account with the password that you provide.

Invite User

  • From your home page, go to Settings (Gear icon) > Employee > Add > Invite user

  • Fill in the mandatory fields, and click invite

The user gets email invitation sent to the email id mentioned. Once the invitation is accepted, the user becomes part of the organization.

Invite Multiple Users

  • From your home page, go to Settings (Gear Icon) > Employee > Add > Invite Users

  • Fill in the mandatory fields, and click invite

Users get email invitation sent to the email id mentioned. Once the invitation is accepted, the users become part of the organization.

Import User

The Import user option lets you import users from your existing files without the need to add users manually.

  • From your home page, go to Settings (Gear icon) > Employee > Users > Import User
  • Click upload file with First name, Last Name, email id etc and click Next
  • Map the fields, confirm the mapping and handle the duplicates if any

  • Click Next

The users will receive an invite to their email id (which you have given in the file during upload). Once they accept the invitation, they will be part of the organization. They can change the password in the consecutive log ins.

Import Multiple Users 

If you have a verified domain, you can Add users directly. However, if there are too many users to be added, you can opt for the import users directly option.You can import multiple users directly only if you have a verified domain. Follow the steps given below:

  • From your home page, go to Employee > Users > Import
  • Select 'Import Users Directly'
  • Under Applicable domain, select the domain as per your need
  • Click Upload file which has details like User name, Password, First Name, Last Name etc
  • Click Next

Once the file is uploaded, all the users will be part of the organization. In this method, there is no need to send invitations. As an administrator, you will be creating user name and temporary password for your users. This can be communicated to the users when they login for the first time in their account. The temporary password can be changed by the user in consecutive logins.

Syncing Users

Apart from adding and importing User(s), you can sync users from other services if you are a user of anyone of the following services.

  • Zoho Mail
  • Office365
  • GApps or Gsuite

Zoho Mail

You can add bulk users from Zoho Mail into Zoho People in a single click

  • From home, go to Settings (Gear icon) > Employee > Users > Sync
  • To sync users from Zoho mail, click Import from Zoho Mail
  • Search user using the Search box

  • Select the users that you would like to sync and click Submit

The same steps can be followed if you would like to sync users from Google Apps or from Office365.

 

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