Admin Panel

Admin Panel

The admin panel acts as a central console from where you can carry out all the functions pertaining to the apps in the People Plus bundle.

In the admin panel, you can do the following actions:

Organization

In the Organization page, you can complete the settings of your organization. 

  • Go to the Admin module the People Plus home page 
  • Navigate to 'Organization' on the left-hand side menu
  • Update the details and click 'Setup'

To edit details, click on the Edit icon of each section and click 'Setup'

Applications

The Applications page lets you manage the settings of the individual apps.

  • Go to the Admin module of the People Plus home page 
  • Navigate to 'Applications' on the left-hand side menu
  • Click on the respective app from the left-hand side

You have three options here

  • Click on the 'Settings' button on the extreme right if you would like to go to the Settings part of the app
  • To add User to the app, click on 'Add User'

Existing Users will be added directly and new Users will be added once they accept the invitation sent to their email.

  • To go the app, click on 'Open App'

You can also click on the 'Filter' icon to filter and view users based on parameters like Role, User Type etc that are specific to each app.

To edit the profile of a User:

  • Hover the cursor over the Username
  • Click on 'Edit'
  • Make the required changes and click on 'Update'

To disable the profile of a User:

  • Hover the cursor over the Username
  • Click on 'Disable'

The User will no longer be able to access the app. 

Users

In the Users page, if you are an Admin or a Service Admin, you will be able to add Users to individual apps and assign them to roles.

The access to different types of data in each app will be based on these roles. 

For example, an Employee might need Admin level permission in Zoho People but may need only User level permission for Zoho Sign.

In this case, you can select, 'Admin' role for Zoho People while limiting the Employee's role as 'User' in Zoho Sign.

Given here is the list of roles for each app in 'People Plus'

Zoho People: Admin, Team Member, Manager, Director, Team Incharge

Zoho Recruit: Recruiter, Guest, Interviewer

Zoho Expense: Admin, Approver, Submitter

Zoho Connect: User

Zoho Cliq : Admin, User

Zoho Sign: Admin, User

To add new Users

  • Go to the Admin module the People Plus home page 
  • Navigate to 'Users' from the left-hand side menu
  • Click on the + icon 
  • Enter the first name, last name and the email id
  • Select the apps to which you would like to add the User

Depending on the app that you choose, you have to give details (like employee id) or select from drop-downs that are shown. 

  • Click on 'Add'

The User(s) will be added to the selected apps. 

To resend invitation

You can re-send the invitation or delete Users who have not accepted your invitation. 

  • Go to the Admin module the People Plus home page 
  • Navigate to 'Users' on the left-hand side menu
  • Click on the user name (who is yet to accept the invitation)
  • Click on 'Resend Invitation' to send the invitation again or 'Delete' to delete the User

To assign the User to more apps

  • Go to the Admin module the People Plus home page
  • Navigate to 'Users' on the left-hand side menu
  • Click on the User name from the list
  • Under 'Applications', click on the + icon
  • Select the required apps and click 'Assign'

To update application access for a User

  • Go to the Admin module the People Plus home page
  • Navigate to 'Users' on the left-hand side menu
  • Click on the User name 
  • Hover the cursor over the app name and select 'Edit'
  • Select the appropriate option(s) from the drop-down(s)
  • Click Update 

To disable/enable application access for a User

  • Go to the Admin module the People Plus home page
  • Navigate to 'Users' on the left-hand side menu
  • Click on the User name 
  • Hover the cursor over the app name to view the 'Edit' and 'Enable/Disable' options
  • Click on 'Enable' to enable the app and 'Disable' to disable it

To Activate/deactivate a User

  • Go to the Admin module the People Plus home page 
  • Navigate to 'Users' on the left-hand side menu
  • Click on the User name
  • Click on 'Active/Inactive' button to switch the User's status

To edit the profile of a User

  • Go to the Admin module the People Plus home page
  • Navigate to 'Users' on the left-hand side menu
  • Click on the User name
  • Click on 'Edit Profile'
  • Edit the required information and click Update

To add a secondary email id

  • Go to the Admin module the People Plus home page
  • Navigate to 'Users' on the left-hand side menu
  • Click on the User name
  • Click on 'Manage Email Address' and click on 'Add Email'
  • Add the email id and click on 'Add'

Admins

Here, you can add administrators to all the apps and also add different administrators to the apps that you choose.

By default, the Super administrator will be shown in the 'Admins' tab and he/she will have unrestricted access to the Zoho People Plus Suite as a whole.

To add more admins

  • Click on the 'Admin' module from the left-hand side menu
  • Navigate to 'Admins'
  • Click on the + icon
  • Enter the User name and click 'Assign'

To remove:

Hover the cursor over the name of the admin and click on 'Unassign'

Service Admins

These admins have unrestricted access to the specific apps alone.

To add administrators to a service specifically:

  • Click on the 'Admin' module from the left-hand side menu
  • Navigate to 'Service Admins'
  • Hover the cursor over the Service name and click on +Add
  • Choose the User from the directory
  • Enter mandatory like Employee ID

The Service admins can add Users to the respective services. 

Domains

To verify the domain of your organization:

  • Click on 'Add Domain'
  • Enter your domain name
  • Follow the steps shown to have the domain verified.

Subscription

People Plus offers you 6 different applications (Zoho People, Zoho Recruit, Zoho Connect, Zoho Sign, Zoho Expense and Zoho Cliq) to help you sail with ease through the various HR operations for employees, all at an affordable price. 

  • Click the  Subscription button on the top right corner of the window. This will take you to the Zoho Payments page, where you can upgrade your subscription.
  • Choose between the monthly and yearly subscription and click UPGRADE.​

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohopeopleplus.com