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Payroll software with automated tax payments and filing.

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Robotic process automation software to automate high-volume, rule-based tasks.

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Low-code IoT platform and solutions for connected businesses.

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Business formation service to launch and grow your businesses.

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Privacy-friendly application analytics solution.

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Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Thrive

Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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Create, send, and track targeted email campaigns that drive sales.

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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

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Sites

Online website builder with extensive customisation options.

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PageSense

Website conversion optimization and personalisation platform.

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Backstage

End-to-end event management software.

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Webinar platform for webcasting online webinars.

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Marketing Automation

All-in-one marketing automation software.

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LandingPage

Smart landing page builder to increase conversion rates

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Publish

Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

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Sign

Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

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Voice

Cloud Contact Center Software for businesses.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

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Marketing Plus

Unified marketing platform for marketing teams.

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Commerce and POS

 
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eCommerce platform to manage and market your online store.

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Desk

Helpdesk software to deliver great customer support.

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Assist

Remote support and unattended remote access software.

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Lens

Interactive remote assistance software with augmented reality.

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FSM

End-to-end field service management platform for service businesses.

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SalesIQ

Live chat app to engage and convert website visitors.

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Voice

Cloud Contact Center Software for businesses.

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Solo

The all-in-one toolkit for solopreneurs.

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Bookings

Appointment scheduling app for consultations with customers.

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Service Plus

Unified platform for customer service and support teams.

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Finance

 
Books

Powerful accounting platform for growing businesses.

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Invoice

100% Free invoicing solution.

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Expense

Effortless expense reporting platform.

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Inventory

Powerful stock management and inventory control software.

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Billing

End-to-end billing solution for your business.

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Checkout

Collect payments online with custom branded pages.

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NEW
Payroll

Payroll software with automated tax payments and filing.

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Solo

The all-in-one toolkit for solopreneurs.

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Practice

Practice management software for accounting firms.

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Sign

Digital signature app for businesses.

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Commerce

eCommerce platform to manage and market your online store.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

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Meeting

Online meeting software for all your video conferencing & webinar needs.

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Writer

Word processor for focused writing and discussions.

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Sheet

Spreadsheet software for collaborative teams.

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Show

Create, edit, and share slides with a sleek presentation app.

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Notebook

Beautiful home for all your notes.

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Cliq

Stay in touch with teams no matter where you are.

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Connect

Employee experience platform to communicate, engage, and build positive employee relations.

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Bookings

Appointment scheduling app for consultations with customers.

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TeamInbox

Shared inboxes for teams.

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WorkDrive

Online file management for teams.

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Sign

Digital signature app for businesses.

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Office Suite

Powerful collaborative work platform for teams.

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Office Integrator

Built in document editors for web apps.

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ZeptoMail

Secure and reliable transactional email sending service.

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Calendar

Online business calendar to manage events and schedule appointments.

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Learn

Knowledge and learning management platform.

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Voice

Cloud Contact Center Software for businesses.

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ToDo

Collaborative task management for individuals and teams.

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Tables

Work management tool to connect people, processes, and information.

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PDF Editor

Collaborative online PDF editing tool.

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Workplace

Application suite built to improve team productivity and collaboration.

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Human Resources

 
People

Organize, automate, and simplify your HR processes.

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Recruit

Intuitive recruiting platform built to provide hiring solutions.

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Expense

Effortless expense reporting platform.

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Workerly

Manage temporary staffing with an employee scheduling solution.

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Payroll

Payroll software with automated tax payments and filing.

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Shifts

Employee scheduling and time tracking app.

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Sign

Digital signature app for businesses.

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Security and IT Management

 
Creator

Build custom apps to simplify business processes.

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Directory

Workforce identity and access management solution for cloud businesses.

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OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

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Vault

Online password manager for teams.

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Catalyst

Pro-code platform to build and deploy your apps.

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Toolkit

Complete resource for any admin-related lookup queries.

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Lens

Interactive remote assistance software with augmented reality.

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Assist

Remote support and unattended remote access software.

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QEngine

Test automation software to build, manage, execute, and report testcases.

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RPA

Automate manual, tedious, and repetitive tasks easily.

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BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

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Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

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DataPrep

AI-powered data preparation service for your data-driven organization.

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IoT

Harnessing IoT analytics for real-time operational intelligence.

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Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

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BugTracker

Automatic bug tracking software for managing bugs.

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Solo

The all-in-one toolkit for solopreneurs.

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Developer Platforms

 
Creator

Build custom apps to simplify business processes.

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Flow

Automate business workflows by creating smart integrations.

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Catalyst

Pro-code platform to build and deploy your apps.

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Office Integrator

Built in document editors for web apps.

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ZeptoMail

Secure and reliable transactional email sending service.

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QEngine

Test automation software to build, manage, execute, and report testcases.

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Tables

Work management tool to connect people, processes, and information.

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RPA

Automate manual, tedious, and repetitive tasks easily.

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Apptics

Application analytics for all apps.

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Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

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IoT

Build, deploy, and scale IoT solutions for connected businesses.

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DataPrep

AI-powered data preparation service for your data-driven organization.

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IoT

Low-code IoT platform and solutions for connected businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Unified platform for customer service and support teams.

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Finance Plus

All-in-one suite to manage your operations and finances.

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Portals

A Portal enables you to share selective data in the Vertical Solution with your customers. For example, consider that you've developed a hospital management system using the Vertical Solution for hospital staff use. If you also want to allow patients to view their details online, you can do so using the Portal feature. You can enable the Portal for specific patients and choose what data they have access to by setting permissions. In the Vertical Solution, the portal is only available for the Contacts module. Along with the Contacts module, the customer can view all the module records related to Contacts.

Create a Portal

The steps below describe the procedure for creating a portal:

  1. Log in to your Vertical Solution application.
  2. Go to Setup > Channels > Portals and click Get Started Now.
  3. If required, edit the default portal name and click Configure Now.
    Your company name is the default name for the portal.
  4. In the Portals page, click Next. In this page, the Portal name and URL are displayed.

    The Portals page will be displayed with the Portal URL. A default portal user type called Client Portal will be created.

Note

  • Once created, the portal name cannot be edited
  • Once configured, a portal cannot be deleted. It can only be disabled
  • Default settings are applied to the default portal user type. This portal user type cannot be deleted. 10,000 users can be added to this type

Configure the Portal Settings

You can decide what data users can view and which operations they are permitted to carry out. You can establish access permissions up to the field level. These configurations are two-pronged:

  • Portal Tab settings
  • Field Permissions

The steps for configuring the Portal settings are as follows:

  1. In the Portals page, click the Portal User Type.
  2. Click Edit next to the Portal Tab Configuration heading.
  3. Select values for the following and click Next.
    Tabs: Select the check boxes for the modules and sections to give your portal users access to. The Contacts (renamed as Patients here) module and its related modules will be listed here.
    Layouts: Select the layouts of a module to give your Portal users access to.
    Permissions: Choose whether or not Portal users can create, edit, view, and delete records.
    List View: Choose whether you want Portal users to view records in the Canvas view or the List view.
    Filter By: Select the filters in which you want Portal users to view records.
  4. For each module/section that was selected for access by Portal users (in step 3a), select the fields to be displayed to your Portal users. Click Save and Next to proceed to the next tab, or click Finish to exit.

Preview the Portal

After the Portal Settings are configured, you can preview the portal to see how it will be displayed to your customers. To preview the portal, follow the steps below:

  1. In the Portals page, click the Portal User Type.
  2. Click the Portal Preview link located in the top-right corner.
    The preview will be displayed in a pop-up as shown below.

Send Portal Invite to Users

You need to send email invites to users to provide portal access. Before sending out invites, ensure that the portal is enabled (refer screenshot below).

The email invite can be sent as explained below:

  1. Select the record of the user to whom you want to send the invite. Click the more (...) button on the right-hand corner and select Send Portal Invitation. This option will only be available if an Email address has been provided for the user.
  2. In the Send Invitation popup, click Invite. The user will receive an email invite (refer screenshot below). After the invite is accepted, a password must be set.

Using the portal URL, the user can view their records and make changes. In our example, the module Patients and its related module Treatment History were enabled for the user. In the portal, these two tabs are displayed to the user.

The number of users added to the portal can be viewed in the Portals page.