Zoho Directory

Zoho Directory allows you to manage your organization's users across various applications. With this integration, you can add or edit users, configure roles and permissions, assign users and technicians, track login activity, update passwords, and establish security policies, from Zoho Directory.

  

Setting up the integration  

To set up the integration,

1. Log in to Zoho Directory as an admin. You can also access the Zoho Directory from the ESM instance selection panel or ESM Portal.
   

 

ESM instance selection panel:

 

ESM Portal:

1. Go to Admin Panel > Applications > Add Application.
   

1. Search for ServiceDesk Plus and click Add.
   

1. Choose your preferred AssetExplorer Cloud instance and click Next.
   

1. Confirm the users in the instance and add them to Zoho Directory.  
   

 

The Zoho Directory integration can be enabled independently for each AssetExplorer Cloud instance.

Managing Users  

 Assign Users   

1. You can assign users already part of Zoho Directory to AssetExplorer Cloud.
   
2. Go to Zoho Directory > Admin Panel > Applications > ServiceDesk Plus.
   
3. Click Assign Users.
   
4. Use the Choose users drop-down to select users from Zoho Directory. You can also click to add users using CSV file.
   
5. Provide department details and configure roles and permissions.
   
6. Finally, click Assign.
   

 

You can also choose to create a new user by selecting Create new user from the Choose Users drop-down. Learn more.

 

 

 

Edit users  

To edit user details,

1. Go to Zoho Directory > Admin Panel > Applications > ServiceDesk Plus.
   
2. Hover over your preferred user and click Edit.
   
3. Modify the required details and click Update.
   

 

 

 

 Here, you can only update department details, roles, and permissions. To update primary details like name, email address, phone, etc. go to Admin Panel > Users, hover over the user, click , and select Edit. Learn more. 

 

Unassign Users  

You can remove users assigned to AssetExplorer Cloud in Zoho Directory.

1. Go to Zoho Directory > Admin Panel > Applications > ServiceDesk Plus.
   
2. Hover over the user you wish to remove and click Unassign.
   
3. Confirm your action.
   

 

 

 

Field Mapping  

Field Mapping allows system and custom fields to be mapped from Zoho Directory to AssetExplorer Cloud. Addition, updates, and deletion of mapped field values in Zoho Directory will be synced automatically to AssetExplorer Cloud.

1. Go to Zoho Directory > Admin > Applications > ServiceDesk Plus > Field Mapping.
   

• Click Edit to map AssetExplorer Plus Cloud fields with Zoho Directory.

System drop-down fields such as Reporting To, Site, and Department can be mapped to any custom text field in Zoho Directory.

• Sync all the profile fields of existing members in AssetExplorer Cloud from Zoho Directory using Quick Sync.

 

To configure Zoho Directory Sync settings, go to Setup > General Settings > Advanced Portal Settings > Zoho Directory Sync Settings.

 

 Additional Resources 

Refer to the links below for detailed instructions on different operations:

• Add users to Zoho Directory 

• Edit user details

• Import users

• Monitor account activity

• Manage security policies

• Reset password

 

To learn more about the features and functionalities of Zoho Directory, refer to

this admin guide.

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