5 - Setting up the portal landing page
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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 ...
User Management for Contact Based Portal
All Users: 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 ...
Introduction
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 ...
Zoho Books Setup for Contact Based Portal
Books: Please ensure that Zoho Books and Zoho CRM are integrated. In Zoho CRM navigate to Settings > Marketplace > Zoho and search for Zoho Finance (if you have Zoho One subscription) or Zoho Books. The options will be to Setup Now or Manage. For a ...
2 - CRM Configuration
The native Contact record in the CRM is the link that ties everything to a user in the client portal. All Zoho apps (except for Zoho Vault) to be displayed in the portal need to be integrated with the CRM. This will ensure that the Contact record ...