Get Ready to Welcome New Users

Get Ready to Welcome New Users

As your team expands, staff fluctuations it’s a norm in an organization. The system administrator plays a critical role in ensuring organized user management and the smooth operation of the CRM account. Therefore, we will guide you through the process of replacing a resigned user with a new user and adding a new joiner as a user.


Check out how it works!



Deactivate user from CRM

  1. Login to Zoho CRM and go to Setup.





  1.  Refer to General > select Users.






  1. Refer to Active Users list > tick the checkbox next to the user to deactivate> click Deactivate.







  1. From the pop up window, click Deactivate now to confirm your action.






Once the user has been deactivated:

  1. the user no longer be able to access the CRM account by using the deactivated ID
  2. the user will be listed under Inactive Users
  3. you are free to use the same user license to add another user
  4. if you decide to activate the user again, you can re-invite the deactivated user from Inactive User list.










Add new user

  1. Go to Zoho CRM Setup > refer General and select Users.





  1. Click New Users button for user creation.





  1. From the pop up, insert the new user details. Due to the user access right, please ensure that you have select related Role & Profile. Once done, click Save, an invitation email will send to the user.




To join the organization, user has to accept the email invitation by clicking Join Now.

It will direct the user to Zoho Account setup page, insert the username and create a group of password will do.









NOTE :


In Active Users list, if a user's profile image is highlighted with the symbol "i" it indicates that the user has not yet accept the invitation and is pending for confirmation.









    • Related Articles

    • 新用户账号管理 | Get Ready For New User

      随着组织的发展，员工的调动在组织中是一种常态。系统管理员在确保用户的组织管理方面发挥着至关重要的作用。因此，我们将指导您如何添加新用户和如何处理已离职的用户。 从CRM中停用已离职用户 登录到Zoho CRM并转到设置 (Setup) 在“常规”(General)设置中，选择“用户”(Users)。 在“有效用户”列表 (Active Users List) >筛选要停用的用户，并在旁边的复选框打勾 >点击“停用”(Deactivate)。 在弹出窗口中，点击“立即停用”(Deactivate ...