Setup

Organizational Settings

  1. How can I view the activity log?
  2. How can I assign primary contact?
  3. How can I view and export the audit log?
  4. How can I activate multi-currencies & add home currency? 
  5. How can I add multiple currencies?
  6. How can I change the currency exchange rate?
  7. How can I activate currency?
  8. How can I deactivate currency?
  9. How can I set the currency locale?
  10. How can I personalize my company's logo?
  11. How can I set the organization time zone?
  12. How can I set the fiscal year?
  13. How can I edit the company details?
  14. Who is the primary contact for my organization? How can I change the primary contact?

Personal Settings

  1. How can I add a signature to email messages?
  2. How can I change the locale information?
  3. How can I change the name format?
  4. How can I change my password?
  5. How can I change themes?
  6. How can I delete my Zoho account?
  7. I forgot my password. How can I reset it?
  8. How can I update my personal information?

User Permissions

  1. How can I add users?
  2. How can I re-invite users?
  3. How can I activate/deactivate users?
  4. How can I edit user details?
  5. How can I create user profiles?
  6. How can I assign roles to users?
  7. How can I create user roles?
  8. How can I create data sharing rules?
  9. How can I manage the data sharing process?
  10. How can I set access permissions for custom links?
  11. How can I set access permissions for fields?
  12. How can I set permissions for attachment category?
  13. How can I control permissions?
  14. How can I create groups?
  15. How can I edit groups?
  16. How can I delete groups?
  17. How can I assign users to groups?

Territory Management

  1. What is territory management?
  2. How can I enable territory management?
  3. How can I create a territory?
  4. How are territories assigned?
  5. How can I assign territory rules?
  6. How can I run rules to assign territories automatically?