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Configuration

Add a user

  1. Open the user configuration menu Add-user-1

  2. Choose the add user form Add-user-2

  3. Fill in the email associated with your Zoho CRM account and click on Save. A request for attachment to our API will be sent to this email address. Add-user-3 Add-user-4

  4. In your mailbox, open the email Add-user-5

  5. Log in with your Zoho CRM account and confirm the attachment to our API Add-user-6 Add-user-7

  6. Select your email and confirm Add-user-8

  7. Your user is set to use Scan to Zoho Add-user-9

Delete a user

  1. Open the user configuration menu Delete-user-1

  2. Select the user to delete and click on Delete Delete-user-2