ZPortals License and Subscription Overview
ZPortals offers four plans to accommodate different tiers of portal user requirements and advanced features. See our site for more information on pricing and what is included: https://zportals.com/pricing
ZPortals subscriptions are based on the number of active users- any user that has created a password and logged in.
Each license that is installed on a WordPress site is related to the subscription plan. The total active users are totaled among sites on which the license is installed. It is ZPortals general policy that one license be installed on one site but if a staging site is launched, the total number of users will instantly be duplicated and counted against the subscription plan allowance.
Once the maximum number of users is exceeded, the ZPortals subscriber will receive email notifications encouraging an upgrade into the next plan. The upgrade can be done in the ZPortals client portal, under the "My Plans" menu:
Note* When a subscription is not paid or canceled, the license is automatically deactivated and users will no longer be able to access the portal. When a trial has expired, the license will deactivate and you will not be able to reactivate or extend the trial in the ZPortals portal. Email support@zportals.com for trial extension requests.
Navigating the ZPortals Portal
The Home menu contains useful links and a Quick Start video. Access our KB, the plugin download and link to our CRM extension among other useful links:
The Account Information contains account level details, i.e., website, phone and addresses.
Add a contact and invite them to the portal in the Contacts menu:
Book a configuration call, view licenses and invoices in the subsequent menus. Submit a support ticket in the last menu including as much detail as possible:
Related Articles
Admin Dashboard Overview
This is the first menu in ZPortals and will serve as a helpful tool for user stats, unique logins in the last 30 days and easy access to the page short codes. You will be able to identify connected Apps along with portal activity history when it is ...What it is and How it Works
ZPortals is a WordPress plugin so it has to be installed on a WordPress website. If your website is currently built on another CMS/platform we recommend installing WordPress on a subdomain to run the portal. Once installed, the plugin will need to be ...Design Overview
Your WordPress website will have a general theme applied that will govern things like fonts, headers and footers and other general formatting. ZPortals offers some design capabilities for the elements within ZPortals containers that include out of ...Customization Overview
The Customization menu of ZPortals is where the admin can manage all of the content of the portal. Modules The first section contains the CRM modules that were brought over when Zoho was authorized with ZPortals. Select the modules you want to enable ...ZPortals First Steps
In order to install the ZPortals plugin you need a WordPress installation. If you already use Wordpress, skip the below and proceed to setting up ZPortals. Is your website built on WordPress? I don't know: Please check your website site -> Check if ...