Install and Configure Theme
When you first install Wordpress it comes with a standard theme with very little capabilities. Nearly, every time this is changed, to give you a bit more control over the design of your site.
ZPortals works with any theme available in Wordpress, both free and paid.
Recommended Free Themes:
Hello Theme (Elementor Required)
To install a Theme go to Appearance>Themes>New then choose your theme, install and Activate.
Once installed (or if you already have a theme) go to Appearance>Customize to set up your theme.
If you are using a site builder like Elementor Pro or Divi, you can set a more custom header using those tools.
Each theme will have different options available
Install ZPortals in WordPress
In the WordPress admin, follow these steps to install the ZPortals plugin that you downloaded locally: Go to "Plugins" on the left side of the menu and select the "Add New" sub menu Click on the "Upload Plugin" button at the top Upload the plugin by ...
Installing the CRM Extension
To be able to send invitations and track login information you need to install our extension. You can do so here or by navigating to Settings>Marketplace> All in your Zoho CRM and searching Z Portals
Setting Up the Workflow
When you install our CRM Extension it creates a Button and Workflow that you can use to send out invites. (Disabled by default). If you would like to use this workflow, go to Settings>Workflow Rules Toggle the Workflow "Send Portal Registration ...
Intro to CRM Extension
Our CRM Extension enables you to extend ZPortals plugin and automate user invites, auto approval, and a few other handy things. Once installed you can map your domain, customize the invitation email template, and start the setup for your invitation ...
Before you can install the ZPortals plugin you need to install and set up Wordpress. Most hosting companies offer a 1-Click installation, however not all do. Here are the various different ways to get started with Wordpress: Domain vs Sub Domain We ...