Configure life cycle management for Zoho People

About Zoho People

Zoho People is a cloud-based HRMS designed to manage and access all your employee data from a centralized location. Its extensive module range makes it perfect for businesses of all sizes.

Integration capabilities

By integrating Zoho People with ManageEngine Identity360, you can enable the following capabilities.

  • Import/Sync  

    Import and synchronize user accounts, along with department and designation details from Zoho People into the Identity360 portal, and then assign them to other directories and applications. This enables admins to oversee all user-related actions from a single console.

  • Provisioning  

    Provision and modify users' access and account attributes across enterprise applications based on their designation or department changes in Zoho People. Provisioning and orchestration eases onboarding and life cycle management, boosting productivity and efficiency.

  • Access management  

    Manage the roles and permissions of users in Zoho People from the Identity360 portal. Enforce least privilege and reduce security risks by granting users only the necessary permissions they need to perform their jobs.

Provisioning features supported

  • Create user: Provision users to enterprise applications based on their designation or department as and when they are added to Zoho People.
  • Modify user: Modify users' permissions and other account attributes across other enterprise applications as their record gets updated in Zoho People.

Prerequisites

  1. Log in to Identity360 as an Admin or Super Admin.
  2. Sign up for Zoho People as an Admin or as a user with Admin privileges.
    Note: Once you enable provisioning for Zoho People, user creation or modification will automatically happen as and when users are created and modified in Identity360.

Configuration steps

  1. Navigate to Applications → Application Integration and click Create New Application.
  2. Select Zoho People from the applications displayed.
    Note: You can also find Zoho People from the search bar located at the top
  3. In the General Settings tab, enter the Application Name and Description, if necessary.
  4. Under the Choose Capabilities section, select the capabilities you wish to enable, and click Continue.
    Identity360 application configuration general settingsGeneral settings of SSO configuration for Zoho People
    Note: If you select Provisioning or Access Management, the Import/Sync option will automatically be enabled.
  5. In the Integration Settings tab, select a Connection from the drop-down under the Application Connection section. If there are no existing preconfigured connections, click Create Connection to set up a new connection.
  6. Click Save to complete configuring Import/Sync, Provisioning, or Access Management for the application.
    Connection selection for Zoho PeopleConnection selection for Zoho People

Application Connection

An application connection is a link established between Identity360 and Zoho People to automate the process of creating or updating user accounts in Zoho People. This ensures that user accounts and roles are consistently managed and synchronized between Identity360 and Zoho People.

Steps to create Application Connection:

  1. After giving application-specific details, navigate to the Integration Settings tab click Create New Connection.
    Note: Alternatively, you can create and manage application connections by navigating to Applications -> Application Connection.
    New connection creation for Zoho PeopleNew connection creation for Zoho People
  2. In the configuration pane, enter the Connection Name, and choose the required Region DC from the drop-down box.
  3. Click Authorize, and you will be redirected to the application's login page.
    Connection configuration for Zoho PeopleConnection configuration for Zoho People
    Note: If you want to stop the authorization process, you can choose to Cancel it.
  4. Log in with your admin credentials and consent to the list of required permissions.
     Zoho People login with permissions consentZoho People login with permissions consent
  5. Once you have logged in successfully, you will be redirected to Identity360 again, and the new application connection will be saved automatically. In case of any issues with establishing the connection, click here to find steps for resolution.
  6. You can test if the connection is active by clicking Test or reestablish the connection by clicking Reconnect.
  7. Click Save and close the configuration pane.
    Connection test for Zoho People Connection test for Zoho People

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