Deactivating Users

Deactivating Users



From Wordpress:

To deactivate users from your Wordress Admin go to ZPortals > User Management> All Users

Select the Deactivate button to the right of the User and it will add them to the Inactive tab:


      

You can edit Active Users by selecting the “Details” button  to the right of their User Role. 


From Zoho CRM:


Be sure during your setup process you mapped the fields from our CRM Extension in the Settings (Users).

Once you have done this all you need to do to deactivate a user is check the Deactivate checkbox in the Contact's CRM record.



Note: This does not make changes immediately and will be applied the next time the user attempts to log in.


    • Related Articles

    • Pending Users

      This tab contains a list of users that completed verification but have not been added because the Auto Approve new Accounts and Users in User Management - Settings is toggled off or have a duplicate Account Name: The Admin has the option to Add or ...
    • All Users

      This is a list of all Active, Inactive, Unverified and WordPress Users. The Unverified tab contains the Users that have not yet completed the registration and verified their email. Selecting the Deactivate button to the right of the User, will add ...
    • Settings (Users)

      CRM field map Enable the “Status” setting to map values from the plugin into the fields that get created in Zoho CRM when the extension is downloaded in Zoho CRM’s marketplace (see here). Map the field drop downs to fields in Zoho CRM with the same ...
    • 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 ...
    • Front End User Registration

      One of the many ways to add new users to your portal is to allow self registration. You can set custom fields and also decide if you want to manually approve new registrants or automatically approve them.  Here is how to get this set up. ...