3.4 - Workdrive Setup
To enable Zoho Workdrive in the portal, you need to download the Workdrive extension 'Zoho Workdrive for Zoho CRM' by going to CRM settings > Marketplace > All 'Zoho Workdrive for Zoho CRM' creates the WorkDrive folder URL and Workdrive Folder ID ...
Welcome to Catalyst Connect’s Client Portal Plugin for WordPress. This application serves to extend Zoho data to third party stakeholders who may need to access or update information throughout the Zoho product suite. There are 3 main benefits to ...
4 - User Management for Account Based Portal
You can see all your users under User Management > 'All Users'. There are different tabs for 'Active', 'Inactive', and 'Unverified' users. You will find the deactivated users under the 'Inactive' tab. Users who signed up for an account, but ...
1 - Start Here: Setup Checklist
Here is a short list of components needed to successfully run the Portal Plugin: Required Components: We recommend configuring the following items in order: Obtain a License Key by subscribing here Download and connect all your Zoho Apps, learn more ...
5 - Setting up the portal landing page
Please copy and paste this shortcode on the page you would like your portal to display on. Shortcode : Please choose the following page template : CCG Client Portal Please copy and paste this shortcode on the page, if you want to use the e-commerce ...