When doing a cutover from one Zoho super admin to another, here are some main things to consider so you do not break any integrations that are set up.

Overview

• When doing a super admin cutover the best practice is to individually change the super admin for each individual application. 

• You will be able to change the ownership of applications without having issues with any active integrations if the old user is still active.

• You will want to make sure all syncs and integrations are moved to a new owner before you disable the old owners account. 

Communication with Client

• Confirm clients availability for the cutover

• For the applications Zoho Partner Support needs to get involved with the current super admin will need to be included in all the emails to provide consent for the cutover. 

• Go through the list of applications in their directory, to confirm the applications they are using and the applications that currently have active integrations

• Advise the client to not deactivate the previous super admin before all applications are transferred. 

• You can temporarily change their password. 

Integrations

• For all applications with active integrations work with Partner Support to make the cutover from the current super admin to the new super admin

• They are able to make the cutover without interfering with any integrations / syncs. 

• This ensures we do not break any integrations / syncs

Zoho CRM

• Once you change the super admin in CRM you will need to reconnect the connections.

• This does not need done right away, but sooner rather than later

• This won’t cause any issues until the previous super admin is deactivated

• To set up connections with the new super admin

• navigate to Setup - Developer Hub - Connections.

• Navigate to My Connections - Revoke, then reconnect 

• Make sure you archive the emails for the previous super admin if you are deactivated them.

Zoho Analytics 

• For the Analytics integrations once you change the super admin, it is crucial that you re-authenticate any Workspace data sources that are actively synced. 

• Within the workspace, navigate to Data Sources - Re-Authenticate.

• Confirm that the data sync was successful. 

Zoho Creator 

• Three30 Group will have to work with Zoho Partner Support to transfer the current super admin to the new super admin (using it or not)

• Creator is the only application you have to do this

Zoho Survey

• You will need to repeat this process for every survey you need to transfer ownership of.

• 1) Hover over the survey you want to transfer to a new user and select the pencil icon to edit

• 2) Click Advanced Options on the upper right side of the survey builder

• 3) Click Transfer Survey

• 4) Select To other users to transfer your survey to individual users. Type in the user's email address in the text box.

• 5) Click Yes, Transfer Survey. You'll see a confirmation message.

• The new owner may receive an email notification to accept the ownership of the survey.