What is the "Manage Accounts" settings in Zoho People?
The most important step in setting up Zoho People for your organization happens here. This includes creating your account and choosing settings that affect the whole company. It covers the basics, like adding and managing users and their login details, setting roles and permissions, controlling access to services, and defining the organization's structure, departments, designations, and more.
Who should handle the account settings?
Usually, setting up Zoho People is done by HR administrators, managers, consultants, or other assigned team members in the HR department. They will help set up Zoho People for your organization, add and manage users, and handle various HR tasks.
Setting up Zoho People using the Manage Accounts feature:
To set up Zoho People, go to Settings (click the gear icon in the top-left corner) > Manage Accounts page.
Organization Details
Here, you’ll set up basic and advanced preferences, as listed below:
Basics:
- Organization Details: Add basic information about your organization, like its name, website, type, and more.
- Organization Policy: Set preferences for chat, notifications, employee privacy, search settings, language, date formats, and profile pictures. Learn more about Organization Policy settings.
- Locations: Add the different places where your organization operates.
- Departments: Add the various teams or departments in your organization.
- User Access Control: Set up and manage permissions for different user roles (levels of users in Zoho People). This ensures secure, role-based access to specific modules, data, and features in the platform. Learn more about User Access Control.
Advanced:
- Organization Structure: Set up your organization’s hierarchy and manage data for multiple related companies under the same account.
- Domains and Rebranding: Add and verify your organization’s custom domains. This makes it easier to add users directly. Rebranding allows you to customize the Zoho People access URL to match your organization’s branding. Learn more about Domains and Rebranding.
- From Addresses: Manage the email addresses that will appear as the sender for official emails sent from Zoho People.
Users:
This section allows you to add users (employees who can log in to Zoho People) and employee profiles (such as candidates, temporary staff, or contract workers who don’t have login access). You can also directly import users if needed.