Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

People Plus Resources

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.

To access the Admin Panel, navigate to Settings (gear icon on the top-right) corner in People Plus and click on Admin Panel

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

Organization

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

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Organization' on the left-hand side menu
  3. 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.

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Applications' on the left-hand side menu
  3. Click on the respective app from the left-hand side

You have three options here

  1. Click on the 'Settings' button on the extreme right if you would like to go to the Settings part of the app
  2. 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:

  1. Hover the cursor over the Username
  2. Click on 'Edit'
  3. Make the required changes and click on 'Update'

To disable the profile of a User:

  1. Hover the cursor over the Username
  2. 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

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Users' from the left-hand side menu
  3. Click on the + icon 
  4. Enter the first name, last name and the email id
  5. Select the apps to which you would like to add the User
  6. Depending on the app that you choose, you have to give details (like employee id) or select from drop-downs that are shown. 
  7. 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. 

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Users' on the left-hand side menu
  3. Click on the user name (who is yet to accept the invitation)
  4. Click on 'Resend Invitation' to send the invitation again or 'Delete' to delete the User

To assign the User to more apps

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Users' on the left-hand side menu
  3. Click on the User name from the list
  4. Under 'Applications', click on the + icon
  5. Select the required apps and click 'Assign'

To update application access for a User

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Users' on the left-hand side menu
  3. Click on the User name 
  4. Hover the cursor over the app name and select 'Edit'
  5. Select the appropriate option(s) from the drop-down(s)
  6. Click Update 

To disable/enable application access for a User

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Users' on the left-hand side menu
  3. Click on the User name 
  4. Hover the cursor over the app name to view the 'Edit' and 'Enable/Disable' options
  5. Click on 'Enable' to enable the app and 'Disable' to disable it

To Activate/deactivate a User

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner)  
  2. Navigate to 'Users' on the left-hand side menu
  3. Click on the User name
  4. Click on 'Active/Inactive' button to switch the User's status

To edit the profile of a User

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Users' on the left-hand side menu
  3. Click on the User name
  4. Click on 'Edit Profile'
  5. Edit the required information and click Update

To add a secondary email id

  1. Go to the Admin Panel from the People Plus settings page (gear icon from top-right corner) 
  2. Navigate to 'Users' on the left-hand side menu
  3. Click on the User name
  4. Click on 'Manage Email Address' and click on 'Add Email'
  5. 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

  1. Click on the 'Admin' module from the left-hand side menu
  2. Navigate to 'Admins'
  3. Click on the + icon
  4. 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:

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

The Service admins can add Users to the respective services. 

Domains

To verify the domain of your organization:

  1. Click on 'Add Domain'
  2. Enter your domain name
  3. 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. Learn more about People Plus pricing.

  1. 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.
  2. Choose between the monthly and yearly subscription and click UPGRADE.​