Manage Organization

In this help document, you’ll learn how to manage your Zoho Procurement organizations, switch between employee portal and admin view, as well as the actions you can perform from the My Organizations section in Zoho Procurement.

Create New Organization

Here’s how you can create a new organization:

• Click the Organization Name dropdown at the top right corner.
• Select Manage.
• Click + New Organization in the page that follows.
• Enter your business’s details and click Save.

A new organization will be created. Once done, you can get started with setting up your organization. When you sign up for Zoho Procurement, you’ll get a 14-day free trial to explore the features provided in Zoho Procurement.

Once the trial period expires, you’ll have to subscribe to a paid plan to continue using Zoho Procurement or switch to the Free plan. Check out the plans available in Zoho Procurement.

Join Existing Organizations

If you have an organization in any of the other Zoho finance apps, you can access that organization in Zoho Procurement. Here’s how:

• Click the Organization Name dropdown in the top right corner.
• Select Manage.
• Click Join your existing organizations.
• All organizations eligible for an upgrade to Zoho Procurement will be listed. Click Upgrade next to the organization you want to access in Zoho Procurement.
• All organizations from other Zoho finance products will be listed. Click Join next to the organization you want to access in Zoho Procurement.

Switch Between Organizations

If you have access to multiple organizations in Zoho Procurement, you can switch between each organization. Here’s how:

• Click the Organization Name dropdown at the top right corner.
• A list of all the organizations you’re a part of will be displayed. Click the organization’s name to access that organization.

Mark Organization as Default

By marking an organization as default, Zoho Procurement will automatically open this organization every time you log in.

Here’s how you can mark an organization as Default:

• Click the Organization Name dropdown at the top right corner.
• Select Manage.
• Click the More icon next to the organization you want to mark as default.
• Select Mark as Default.

Delete Organization

Here’s how you can delete your organization in Zoho Procurement:

• Click the Organization Name dropdown at the top right corner.
• Select Manage.
• Click the More icon next to the organization you want to delete.
• Select Delete.
• In the Delete Organization pop-up, read the information provided carefully, and mark the Yes, I want to permanently delete this Zoho Procurement organization and its contents checkbox.
• Confirm your action by clicking Delete Organization in the pop-up.