Knowledge Base
Pre Sales
Questions and Information for before you sign upGetting Started
All the information you need to get your portal startedUser Management
Everything you need to know about managing users.Customizations
How to setup and configure customizations within ZPortalsDesign Settings
Everything you need to know about designing your portalTroubleshooting
When you get stuck you can find the answers here.Extending ZPortals
Other useful plugins, tools, and tips to extend your Client PortaleCommerce
Setting up Zoho Inventory for eCommerce
Recent Articles
Customization - Profile Menu
General Settings in the Profile menu is where you can toggle on the "Show in user portal", enter a custom menu label, an icon and set a date format if desired. Title and Description will be any custom information you would like displayed at the top ...Advanced Settings and More
Advanced Settings In the WordPress admin - ZPortals Customization - Settings, click on the Advanced tab for Zoho CRM currency settings and setting a limit on the number of records the users can search. If Zoho CRM has multiple currencies, this can ...User Surveys
Collect feedback from your Users by activating a Zoho Survey. The survey can be displayed upon login or logout and you can choose from the following question types: - Text - Long Text - Checkbox - Rating (Likert) A title is required and you can add ...Input License Key
Once the plugin has been activated, a ZPortals menu will have been created in the WordPress admin. Input the License Key (provided in the ZPortals portal menu, "Licenses") Note: make sure to remove any extra or trailing spaces that may have been ...Install ZPortals in WordPress
Download ZPortals to your local drive, access the latest version here: https://plugin.zportals.com/downloads/zportals.zip In the WordPress admin, follow these steps to install the ZPortals plugin that you downloaded locally: Go to "Plugins" on the ...
Popular Articles
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 ...