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 names.
Additional Settings
Toggling the “Auto Approve new Accounts and Users” will prevent the Admin from having to add Users from the Pending Users tab (see here).
If you are not enabling front end registration and plan to invite directly from your CRM, you want to make sure this is toggled on.
Depending on certain Wordpress settings or configuration, at times the Wordpress bar is visible at the top of the screen. The “Hide Wordpress Toolbar” button is enabled by default to prevent the visibility of the Wordpress bar that runs along the top of the page for the frontend User:
Use Custom Login Page
If your Users are logging into WordPress through another plugin, you can input the URL in this setting to redirect them from our portal login page to the custom login page:
Signup Form Settings
Password Strength
Enable and edit these settings to control the password requirements for end users:
Related Articles
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 ...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 ...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. ...