3.8 - Vault Setup

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 Admin's Zoho Vault account.

 

Back in the portal, navigate to Zoho API Settings > Vault

  • Enable 'Activate Vaults Integration'

  • Click on 'Authorize Zoho Vault' 

 

For customizing the Vault tab for the front end user, navigate to Customization > Zoho Vault and follow the instructions for each section.

  • Re-enter Super Admin's passphrase

 

To share individual passwords, go to User Management

  • Click on the Details icon highlighted below

 


 

  • Go to Vault Chambers tab

  • Enable the permissions for the chamber that the user has access to and then click on the folders you want the user to have access to.

 

 

 


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