1. Log in to Zoho Account with Administrator privileges  (Note that Users with Manage Users permission in the profile can also access this feature to add users).

  2. Go to Setup > Users & Control > Users.

  3. In the Users page, click +Add New User.

  4. In the Add New User page, enter the following details:

    1. First Name & Last Name - It is mandatory to enter the Last Name.

    2. Email - Enter the user's valid email address that is not already used to create a Zoho CRM account.

    3. An invitation will be sent to this email address.

    4. Role- Choose the role of the user in your organization.

    5. Profile - Choose a profile that defines the access rights in Zoho CRM account for the user.

    6. You can add other details like phone numbers, address, photo, fax, website, date of birth, language, etc. after adding the user.

    7. Territory: (Enterprise and enable territories)

  5. Click Save.

The system sends an invitation to the user's email address. Only when the user accepts the invitation, will the status of the user change to Confirmed.