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Create and Edit Portal Pages (Menus)
When Zoho apps are connected in ZPortals' Portal Setup, the admin can enable and configure them as menus. The menus can be customized by providing a user friendly name, editing permissions and modifying the layout among other options and features. ...
Portal Menu Management
Once the menus are configured and finalized, use the "Portal Menu Management" to re-order menus and to create parent menus.
Customization Overview
The Customization menu of ZPortals is where the admin can manage all of the content of the portal. Modules The first section contains the CRM modules that were brought over when Zoho was authorized with ZPortals. Select the modules you want to enable ...
User Profiles Overview
Profiles allow you to group different types of users and customize the portal around their type. Examples of this include prospects versus clients, students versus teachers or billing versus operations. Here are some other things you can do with ...
Configure 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 ...