Mapping Portal Users to Zoho Vault
Once you have Connected
Zoho Vault it is now time to map your Portal Users to their Chambers.
Head to ZPortals>User Management>All Users and find the user you are wanting to map and click the eye icon.
Then click on the Vault Chambers tab and toggle on Secret View, Add, Edit and/or Delete permissions and check the Chamber you want to connect to them.
We do not create Vault Chambers automatically. You must create them before mapping.
Consider using Zoho Flow to automatically create your Chambers.
Configure Zoho Vault
This integration will allow your Users to share, view, edit and delete passwords within the shared chamber(s). An integration between Zoho CRM and Zoho Vault is not required. Requirements: Connect Zoho Vault Authorized Zoho User's Passphrase ...
Configure Zoho Sign
The Zoho Sign integration displays signed documents sent and processed to the User through Zoho Sign. Users will be able to view and download a PDF of the signed document that is related to them in Zoho CRM. Ensure that Zoho Sign’s extension has been ...
Configure Zoho Subscriptions
Use this integration to allow Users to view and edit Zoho Subscriptions right within the portal. Zoho Subscriptions is part of the Zoho Finance Suite of products so please ensure that the apps are integrated using the integration, see here. Note that ...
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 this article for more information. ...
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 ...