Zoho Analytics lets you add users to your organization in several different ways depending on your workflow. However you invite someone, they must accept the invitation before they gain access; an unaccepted invite means the organization simply won't appear in their own account.

Adding Users from Organization Settings

1. Go to Organization Settings, then General, then Manage Users.
2. Click Add New Users.
3. Select the appropriate role: User, Viewer, Workspace Admin, Organization Admin, or a Custom role.
4. Enter the user's email address, and click Add.

The user receives an invitation email to accept or decline. If they're new to Zoho Analytics, accepting takes them through account sign-up first; once signed up, they're added to the organization automatically and taken to its home page.

Adding Users from Workspace Settings

If you have Workspace Admin access or above on a specific workspace, you can invite users directly into it.

1. Open the workspace, then go to Settings, then Manage Users.
2. Click Add New Users.
3. Select the role: User, Workspace Admin, or a Custom role.
4. Enter the user's email address and click Add.

Adding Users While Sharing a View

1. Open the report or dashboard you want to share.
2. Click Share, then Share This View.
3. Enter the user's email address.
4. Choose the access permissions (Read, Export, Share, and so on), and apply filter criteria if needed.
5. Tick Send Notification Email if you want them notified, editing the message as needed, then click Share.

The recipient gets an invitation to join the organization, plus a separate email with the link to the shared view specifically. If they click the view link before accepting the organisation invite, they're shown an intermediate screen prompting them to join first.

Adding Users to Groups

Groups help manage user access at scale, letting you share content with everyone in a group at once rather than user by user.

1. Go to Workspace Settings, then Manage Groups.
2. Find the group and click Add Members, or click Add New Group to create one.
3. Enter the user's email address and click Add.

If the person isn't already part of your organisation, they first receive an invitation to join. Once accepted, they're added to the group and gain access to everything shared with that group.

Tracking Invitation Status

Whichever route you invite someone through, Organization Settings, Workspace Settings, Groups, or sharing a view, a Pending label appears next to their name until they accept or decline.