Customising Your Organisation Profile in Zoho Creator (C6)

How to Customise Your Organisation Profile in Zoho Creator

In Creator 6, your organisation's details, logo, contact information, and super admin are managed from the Organisation section, rather than the Personal Details tab used in Creator 5.

Note: If your account is still on Creator 5, see How to Manage Personal Details in Zoho Creator instead, which covers the equivalent C5 settings.

Who can make changes

Organisation customisation is available regardless of your pricing plan. However, only the Super Admin can change the organisation's details. Other users can view them but cannot make edits.

Uploading a logo and favicon

  1. Open Organisation. Go to the Organisation tab on the left.
  2. Upload an image. Click Upload below Organisation Logo or Favicon.
  3. Select the file. Choose the image and click Open to upload it.
  4. Change it later if needed. Click Change and select a new image to replace the existing logo or favicon.
  5. Remove it if needed. Click Remove below Organisation Logo or Favicon to delete it.
Note: Logo images can be up to 5 MB. Favicons should be 16 by 16 pixels and no larger than 2 MB. Both accept .jpg, .jpeg, and .png files. Zoho One users cannot change their organisation logo or favicon here and should manage this from the Zoho One Organisation page instead.

Editing contact information

Click Edit to update the following:

  • Organisation name. Enter your preferred organisation name.
  • Address. Fill in the street, city, state, and postcode, and select the country or region.
  • Mobile number. Select your country code from the drop-down and enter the phone number.

Changing the super admin

  1. Open Organisation. Navigate to Organisation under Manage in the left-hand tab.
  2. Edit contact information. Click Edit to the right of Contact Information.
  3. Start the change. Click Change next to the super admin field.
  4. Pick the new super admin. Select the new super admin from the users drop-down.
  5. Review the implications. These are set out below before you confirm.
  6. Confirm. Click Change to complete the switch.

Once the change goes through, both the outgoing and incoming super admin receive an email confirming their new roles. From that point on, all account-related communication from Zoho Creator is sent only to the new super admin's email address, and the outgoing super admin is automatically made an administrator with the default admin permissions.

Note: Some system integrations rely on there being a valid super admin, so removing the last super admin from the organisation can cause disruption. The super admin role updates automatically for Zoho Analytics, Zoho Sigma, and Zoho Platform AI whenever it changes in Zoho Creator. Other integrations are not updated automatically, so the outgoing super admin should remain part of the organisation until any other integrations have been transitioned manually.

Preferences

Under Preferences, you can set an organisation namespace, provided the name you want is available, and choose your preferred time zone. Click Update once you have finished making changes to save them.

Points to note

  • To display your uploaded logo within a specific application, set the Logo Type to Company Logo in that application's Logo Preference settings, under Themes.
  • Only the current super admin and administrators can initiate a super admin change.
  • Only confirmed, active administrators can be selected as the new super admin. If no eligible user is available, you will need to add an administrator, activate their account if necessary, or ask them to confirm their invitation, before trying again.
  • A user who already owns a Zoho Creator, Zoho Flow, or Zoho Analytics workspace cannot be made the new super admin. Contact support@zohocreator.com if you need to work around this.
  • After the change, the previous super admin becomes an administrator with the default set of admin permissions.
Need help? 1 Cloud Consultants can help you plan a super admin transition safely, particularly where third-party integrations are involved, and get your organisation branding and details set up correctly. Book a discovery call with 1 Cloud Consultants.