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Invite Users From CRM
Inviting a User from the CRM Make sure the plugin extension is installed in Zoho’s marketplace, see here. Once you have edited the invitation template and ensured that the workflow is turned on, use the button “Invite to Portal” to send the email ...
Understanding Zoho API Settings
The plugin works with a number of Zoho applications, however Zoho CRM must be connected to the plugin first. All subsequent Zoho Apps must be integrated with Zoho CRM with their corresponding data linked to the Account (and/or Contact) record in the ...
Configure Zoho Desk
Use this integration for frontend Users to submit and view tickets directly from Zoho Desk. Refer to the instructions page here for initial configuration steps. Ensure that Zoho Desk and Zoho CRM are integrated. See Sync Zoho CRM with Zoho Desk for ...
Getting Started with Zoho Workdrive
Use this integration for client document management. It gives Users the ability to view, download and upload documents to their specific Zoho Workdrive client folder. The Wordpress admin can also set up notifications and customize the email template ...
Permissions
User Permission This menu tab will allow the Admin to enable whether a User can sign up directly from the portal login page and/or if the User can request a link for forgotten passwords. The settings above will add the two additional links below to ...