Zoho Recruit Managing Multiple Organizations
Zoho Recruit allows users to access multiple organizational accounts using the same email address. This is especially useful for organizations who maintain different accounts to manage their hiring across various regions.
Example
Imagine a company has two branches registered under one parent company, each one has a separate talent base, recruitment strategy, and clientele. Thus the company maintains two Zoho Recruit accounts to manage their hiring information. People who oversee recruitment in both regions often have to log in to both accounts to understand their growth and derive insights which are used to prepare reports, agendas, and ideas for future planning. Remembering different login credentials and broadcasting data directly from both accounts can become challenging.
In order to improve multiple account accessibility, Zoho Recruit allows users to configure multiple Orgs and manage them from one account with a common login credential. They can easily swap between the accounts whenever required. There are two ways a user can be part of multiple org accounts:
- By creating org accounts
- By accepting invitations from other org accounts
Important Note:
- Please note that this feature does NOT provide any kind of data sync between the accounts. The sole purpose of creating multiple accounts is to provide users with ease of access to the different org accounts.
- Multi-org is available for all plans of both the Staffing Agency and the Corporate HR editions of Zoho Recruit. However, only Administrators can create a new org-account.
Creating multiple orgs in Zoho Recruit
Super admins and administrators both have the privilege to create multiple org accounts. This will allow them to log in to multiple accounts using a common login credential. Non-admin users can be invited to join these org accounts. They can accept the invitation and be part of multiple org accounts.
There are some key points that you must note before creating multiple org accounts:
Which subscription plan of Zoho Recruit will the created org have?
The new organization account that is created will always be set to the Enterprise Trial plan by default. The administrator must upgrade to the required subscription before the trial ends. A user can be part of orgs that have different subscription plans.
User licenses for the orgs
The user licenses must be purchased separately for each account. Read more about purchasing users licenses.
Access URLs of the org accounts
Each account has a unique access URL which can be changed either at the time of account creation or later. The access URL can be changed only by the super admin of the org under Setup > General > Company Details.
Privilege to create org accounts
To create multiple org accounts, a user must be an admin or super admin in one of the accounts. For example, if John is a standard profile user for Zylker US and an admin for Zylker Canada, he will be allowed to create accounts. However, if he has a standard profile in both the orgs, he will be restricted from creating a new account.
Number of accounts
- Any user can be part of 10 accounts at a given point. These accounts can be in different editions (Standard, Professional, Enterprise, People Plus, or Zoho One). Out of these 10 accounts, as a super admin or admin you can create up to 5 new org accounts.
- A user can only create 1 Zoho Recruit account and can be part of up to 9 other Zoho Recruit accounts through invitations received from other orgs.
- A user can be part of only 1 Zoho One account and be part of other Zoho One accounts as an external user. Read more about external users.
To create multiple organizations;
- Log in to your Zoho Recruit account with administrative privileges.
- Click the profile icon in the top-right corner.
- In the profile pop-up, hover over your company name and click Manage Organization.
- In the Organization Listing page, click Create New Organization.
- Enter the organization details: Company Name, Access URL, Time Zone, etc.
- Check Include Sample data, if needed.
This will populate some sample data in this new organizational account for you to work with and explore the features Zoho Recruit has to offer. - Click Create Organization.
You will be redirected to the account of the new organization.
Sending invitations to users from different organization accounts
Zoho Recruit users who are already part of an account can be added and invited to multiple org accounts. They will be able to accept the invitation from another account without having to from your existing account. Read more about adding and inviting users.
Accepting or declining invitations
The user can accept or decline the org invitation within 7 days from the following places:
Email
The email invitation that is sent by the host will have the option to accept or decline the invitation. If the user is part of other org accounts, those account names will be listed in the email.
Organization listing
The user can go to the profile icon and click Manage. The list of Invited organizations will be available under Organization Listing.
Note
- Invitations sent from People Plus and Zoho One accounts or any Zoho Recruit account that has Cliq integration or IP restriction enabled will NOT be listed in the Organization Listings.
- Invited users can accept the invitations for these type of accounts ONLY from the invitation email they receive.
Managing multiple org accounts
Switching between accounts
Users who are part of multiple accounts can switch between the account by clicking on the profile icon.
To switch between accounts;
- In your Zoho Recruit, click the Profile icon.
- Hover over your Org name.
- Select and click on an org of your choice.
Dissociating users from their default org account
In case a user is disassociated from an account that is set as default by them or the default account is deleted by the admin or super admin, then upon next login they can set another account as default from the organization listing.
Multiple org accounts and integration
If you are using other Zoho products or any third-party applications that you want to integrate with Zoho Recruit, you will be prompted to choose one of the org accounts during integration. The selected org account will be integrated with your application.
Applications | Integration type |
Zoho Survey Zoho Cliq Zoho Forms | One-to-one mapping, i.e, you can choose an org account to be associated with a Zoho Cliq or Zoho Forms portal. For Zoho Survey, you can select a portal to be associated with a Zoho Recruit account. |
Zoho Campaign | The default org account will be associated with the Zoho Campaigns account. |
Zoho Analytics | One Zoho Analytics account can be integrated with multiple Zoho Recruit orgs. |
Google and Office 365 | One-to-one mapping, i.e, one Gmail (calendar) and Office 365 folder (contacts/calendar) can be associated with one account. |
Slack | The default org account will be associated with the Slack account. |
Listed below are platforms from where a user can initiate an integration:
From both Zoho Recruit & other services | Only form Zoho Recruit |
Slack Zoho Campaign Zoho Analytics Zoho Forms | Zoho Survey Zoho Cliq Google Office 365 |
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