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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. ...