User Settings Overview
Onboarding and inviting Users to the portal is an important step in the configuration. ZPortals offers the flexibility of inviting Zoho CRM contacts using the button from our Zoho CRM Marketplace extension. The same invite can be triggered in automations using workflow rules, Zoho Flow or sent as a mass email invite. See this article for more information.
User Registration
In addition to the CRM button and email template, ZPortals offers a User Registration option that enables a sign up form on the portal page for potential portal Users to request access. While it is an available feature for all portal types, it works very well with our Contact Based portal since identifying an Account or Vendor is not required. Select "Show Sign Up" in order to display the link called "New User" on the login page:
To modify the fields that the user needs to complete, click on the tab called "Signup Form" right next to "Settings" and add in or remove fields to the form:
Additional Settings
Enabling the "Auto Approve new Accounts and Users" will bypass the WordPress admin having to approve portal registration entries. If this checkbox is selected however, the admin will need to navigate to ZPortals - User Management - All Users and click into the "Pending Users" tab to approve access:
The "Hide WordPress Toolbar" should overwrite a WordPress setting that can sometimes display the top admin bar.
This is the setting in the WordPress user details:
That when enabled, my default shows this to the user:
If the setting does not take effect, custom CSS can also hide it.
The "Profile Check on Page Load" option is for heavy use cases that require the ZPortals User Profile feature. When the Assigned Profile field is updated very frequently in the CRM with automation because a process or journey is continuously moving users into new steps, enabling this checkbox will refresh the User Profile on page load.
Password Strength Requirements
Depending on your security preferences, the website and your typical user's ease of use, you can make password requirements more or less stringent.
Two-Factor Authentication (2FA)
Set up a Twilio account and number. Generate the Account SID and Auth Token.
Note* Please ensure email deliverability has also been configured on the site with a plugin like WP Mail. This may negatively impact the email method for verification codes.
Two-Factor Authentication (2FA)
Select your requirements in the first drop down- Optional (users can enable from profile), Required for all or Disabled.
The allowed methods checkboxes will allow the user to set the preferred method for the verification code.
Shorten or lengthen the number of minutes for which the code is valid and the maximum number of attempts.
Selecting the Allow ‘Remember this device’ will allow users to skip 2FA for one month on trusted devices.
Modify the Two-Factor Authentication Email Template in Portal Setup - Email Notifications
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