Zoho SSO Transition Guide

TABLE OF CONTENTS  [Hide]

Frequently Asked Questions
Zoho Single sign-on Guide 
Changes on Zoho SSO Transition
1. Log in Details (for Zoho CRM and Outlook)
2. Change in Login IDs (for IDs that got altered during SSO transition)
3. Change in Communication Email ID
4. Change in Web Form and Un-subscription Form
5. Access denial to Junk Email IDs
6. Create Users
7. Change Password
8. Reset Password
9. Forgot Password
10. Secret Question
11. User Name
12. Language
13.  Time Zone
14. Common Alerts

Frequently Asked Questions

1. When I try to access Zoho CRM, it asks for a Username and password again. What must I do?

Since Zoho CRM is now a part of Zoho SSO, users are invited to add a Username and update Zoho Accounts with a new password. Therefore, in the Zoho Accounts page, please enter the following details:

• Username : Enter a Username of your choice (Example: peterparker, peter.parker, peterp etc.). Username should not be an Email ID

• Choose Password: Enter a new password and confirm the password.

• Click on Update
  You can now access Zoho CRM with your existing Login ID (Email ID), or with the New Username created.
  

Note: Ensure that you use the newly chosen password (generated in the Zoho Accounts page) and not the previously used password.

For help, mail to sso-help@zohocrm.com or call: 1 888 900 9646

2. I am not able to log in to Zoho CRM with my Login email Id and Password. It says "Username and Password do not match". Where am I going wrong ?

There is a possibility that you have an account in Zoho services apart from the account in Zoho CRM.  If this be the case, kindly log in with your existing Zoho CRM ID and the Zoho Password. Alternatively, you can also log in to Zoho CRM using  your Zoho Accounts User name & Password. 

For help, mail to sso-help@zohocrm.com or call: 1 888 900 9646

3. I Forgot my Zoho Password, and I am not able to log in to Zoho CRM. How can I reset my Zoho Password?

You can reset your password by using the Forgot Password link in the Zoho CRM log in page.

To reset your Zoho Password

1. Click on the Forgot Password link in the Zoho CRM log in page (https://crm.zoho.com/crm/login.sas?serviceurl=%2Fcrm%2FShowHomePage.do)
   and you will be guided to the Zoho Accounts page.

2. In  Zoho Accounts page, enter your Email ID and Image code.

3. Click on the Request button.

4.  Click on the given link "here" to reset Password.

5. In Zoho Accounts page, enter a New Password and Confirm the Password.

6. Click on Change.

For help, mail to sso-help@zohocrm.com or call: 1 888 900 9646

4.Why am I not able to use My Web Forms (Web-to - Leads, Web-to-Contacts etc.)

 If your Zoho CRM Password has been changed to Zoho Password due to the SSO Transition, kindly regenerate the forms.

Note:

• While generating web form, please ensure that the Domain Name field contains the URL of the website where the generated form is hosted.
• If you want to host the same form in multiple domains(Websites), kindly enter < * > for the Domain Name field to capture records( Leads, Contacts, cases) from all domains. 

5. How to confirm my Zoho Account?

Once you register for any Zoho Services (Example: Wiki, CRM etc.), a verification email will be sent to your Email ID. Click on the given link "here"  to confirm/authenticate your Zoho login details. In case if you forgot to authenticate the Email ID within 7 days, you can resend the Confirmation email.

Follow the steps given below to check whether your Email ID is authenticated :

   1. Log in to Zoho Accounts (https://accounts.zoho.com/)

   2. In Zoho Accounts page, click on My Email IDs.

   3. In My Email ID page, the Email ID will be displayed as Not Confirmed Yet if not authenticated.

   4. Click on the Image "Resend Confirmation mail" in the corresponding Email ID.
       The system resends the confirmation email to your Email ID and you have to click on the confirmation link given in the email message.

6. Why am I not able to access My Outlook Plug-in?

Case 1: Users having account only in CRM, kindly follow the below steps to access the Outlook Plug-in:

1. Kindly access the Zoho CRM at https://crm.zoho.com/ and complete the Sign-up Process ( Refer Faq 1).

2. Uninstall the existing Outlook Plug-in completely and try downloading the New Outlook Plug-in from http://zoho.com/crm/1549989/AdventNet_ZohoCRM_OutlookEdition.exe

3. Use your existing  Zoho Login Name (Email ID, or New Username created ) and Password to access the Plug-in.

Note: If you try to download and reinstall the Outlook Plug-in without following the Sign up Procedure, you will be prompted with the following message:

                       

Case 2: Users having accounts in CRM and other Zoho Services (Writer, Sheet etc.), kindly follow the below steps to access the Outlook Plug-in:

1. Uninstall the existing Outlook Plug-in completely and try downloading the New Outlook Plug-in from http://zoho.com/crm/1549989/AdventNet_ZohoCRM_OutlookEdition.exe
2. Use your Zoho Login Name & Password to access the Plug-in ( If CRM Password has been changed due to SSO Transition); otherwise you will be prompted with the following error Message:

                        

 7. How do I change My Email ID?

You can change your Email ID by the following steps:

Yes, you can always add more Email IDs and all these Email IDs can also be used to log in Zoho services (apart from your Username).

To add an Email ID :

1. Click the Setup >Personal Settings > My Zoho Accounts.
   
2. In Zoho Accounts page, click on My Email IDs
   
3. In My Email IDs page, click on Add New button to add an additional Email ID.
4. Enter the Email ID and the Existing Password.
5. Click on the Add button .
   
   Your new Email ID will be updated and it can also be used to log in.
   

When you have more than one Email IDs, there is an option of choosing a primary Email ID from the Email IDs listed and it will be used for all communications.

To select a primary Email ID:

1. Click on Setup >Personal Settings >Zoho Accounts.
   
2. In Zoho Accounts page, click on My Email IDs.
3. In My Email IDs page, click on Edit  in the Email ID to be marked as primary Email ID.
4.  Click on the "Is Primary" check-box  and enter the existing Password.
5. Click Save.
   
   The primary Email ID is the Communication address.
   

Zoho Single sign-on Guide 

Zoho Single sign-on (Zoho SSO) is an access method that enables users to log in once and have access to the multiple services of Zoho without being prompted to re-authenticate for other services.

Previously while accessing Zoho services, users had the liberty of accessing all the Zoho Apps (except Zoho CRM) with a single User name and password. However, this User name and password would not allow access to Zoho CRM. Users had to create a different account name in Zoho CRM.

With this release, Zoho CRM becomes a part of Zoho SSO. This means users once created within the Zoho CRM need not create a different account (User name and password) for accessing other Zoho services and vice versa.

Your data is 100% secure during SSO transition.

For clarification and issues write to sso-help@zohocrm.com

Changes on Zoho SSO Transition

• CRM Users can access other Zoho Services with a single user name and password.
• Personal information in CRM will be divided into two parts, SSO-specific details and CRM service-specific details.
  
• CRM Administrators cannot reset password of the users.
• System-level Email messages (Task reminders, lead assignments, payment-related etc.,) of CRM service will be sent to primary email address configured in Zoho Accounts.
• Users are strongly recommended to access the CRM service after accepting the invitation (valid for 7 days) email from the system.
• Existing CRM users will be prompted to create the new User Name and password while logging in first-time after SSO transition.
  

Important Note: If you are already accessing Zoho services (Writer, Sheet, Show etc.,), please authenticate your email IDs (primary and seconday IDs) in Zoho Accounts (http://accounts.zoho.com) before SSO transition on Feb 21st, 2009.

1. Log in Details (for Zoho CRM and Outlook)

The below table explains the first-time log in steps (after SSO transition) by different types of users:

Note: After the first time log in, Users can access Zoho CRM service by the Username as well as the Email Address.

2. Change in Login IDs (for IDs that got altered during SSO transition)

3. Change in Communication Email ID

Previously, you could have two Email IDs in Zoho CRM: one for logging in (Zoho CRM ID) and another one for communication (Email). After SSO transition, your primary email ID in Zoho Accounts will be used for the email communication.

• Before Transition - Email field in the Zoho CRM - Account Information page
• After SSO Transition - Primary email ID of the Zoho Account (https://accounts.zoho.com/)

4. Change in Web Form and Un-subscription Form

After SSO transition, if your Login Password from Zoho Accounts replaces your previously used Zoho CRM password, you need to re-create your Web Forms (web to lead, web to contact, web to case) and the un-subscription Forms so that your Leads, Contacts and Cases modules function properly.

For clarifications and issues write to mailto:sso-help@zohocrm.com?subject=Zoho SSO Transition Help

5. Access denial to Junk Email IDs

If you have created some Zoho CRM accounts with junk Email IDs (as 'a@a.com' or 'b@bc.com') for the purpose of trying Zoho CRM, these accounts will not be accessible after SSO transition. This is because the Zoho system validates the authenticity of the URL for each email ID.

However, if for genuine reasons you want these CRM accounts to be retrieved, please write to mailto:sso-help@zohocrm.com?subject=Zoho SSO Transition Help

6. Create Users

Notes:

• If the user does not accept the invitation, Administrator can re-send invitation(s).
• In case of several invitations received, only the last invitation is valid. Users should thus accept only the last invitation.

7. Change Password

Note: Once you have changed the password, the new password is applicable to all Zoho services.

8. Reset Password

9. Forgot Password

10. Secret Question

Note:

For the already existing Users of Zoho CRM, the existing Secret Question and Answer (within Zoho CRM) gets mapped to the Security Question and Answer (within the Zoho Accounts) provided you don't have security question and answer configured before.

After SSO transition only the Zoho Accounts security question and answer is valid.

11. User Name

12. Language

Your Zoho CRM language will be replaced by the language configured in Zoho Accounts if it is other than US English.

Notes:

1. If the selected Accounts language is not available in CRM system, the existing CRM language will be changed to US English (default CRM language).
2. If Zoho Accounts has the default language selected only then the CRM language replaces the Accounts language.
   

13.  Time Zone

Your Zoho CRM time zone will be replaced by the time zone configured in Zoho Accounts if it is other default time zone.

14. Common Alerts

Email Mismatch Alert: If the Email ID provided in the Invitation mail (refer Create Users) is different than the Email ID entered in the registration page by the Invitee, the "Email Mismatch" alert will be displayed.

Unauthorized Access: If anyone attempts to manipulate the digest string (sent to invitees) for creating new users, the "Unauthorized Access" alert will be displayed.

CRM User Exists:

Scenario: Two Users with Admin profile have sent different invitation to Mr. John Paul (invitee) at his email: john@paul.com. Mr. John Paul has thus received Invitation A from Admin A to his mailbox: john@paul.com. He has also received Invitation B from Admin B to his mailbox: john@paul.com. If Mr. John Paul has become a confirmed Zoho CRM user by accepting the invitation from Admin A and then tries to accept the invitation from Admin B, "CrmUser Exists" alert will be displayed.

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