User Access Trouble Shooting
If your users are getting an error when logging in "Contact your Administrator" that could mean one of a few things. Please follow these trouble shooting steps:
1.) Do you have API calls left in your subscription? If not, upgrade your license and they will be able to access the portal.
2.) Is the contact no longer associated with an Account in the CRM? If not, associate with an Account record.
3.) Has the "Username" field been removed or deleted from the CRM contact record? If so, add it back.
4.) Has the contact been deleted in the CRM. If so restore it.
Related Articles
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 ...
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 ...
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 ...
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 ...
3.8 - Vault Setup
Prior to enabling Zoho Vault in the Portal Plugin, please ensure the following: Zoho Vault has been added to the Zoho One suite of products and the Administrator has a profile and secrets set up. The passphrase will be the one linked to the Super ...