ZE Portal Installation

Home Page - Zoho CRM

1. 1. Install the ZE Portal Zoho CRM Extension

   

2. 2. Check I have agreed to the Terms of Service.

   

3. 3. Check I authorize ZE Portal to access and process my data as required.

   

4. 4. Click on Continue

   

5. 5. Click on Install for admins only

   NOTE: You can choose to install for "all users" or specific profiles.

   

6. 6. Click on Confirm

   

7. 7. Wait for the extension to install...

   

8. 8. Next, you need to authorize the ZE Portal Zoho CRM Extension

   

9. 9. Click on Authorize

   

10. 10. In the popup window, you will see all the permissions that ZE Portal needs

    

11. 11. Click on Accept

    

12. 12. After Authorizing ZE Portal to Access your Zoho Account...

    

13. 13. Click on Finish

    

14. 14. Now, the ZE Portal CRM Extension Settings will open

    Follow the below steps to properly set up your installation of ZE Portal

    

15. 15. Set your Portal Shortname

    

16. 16. Choosing an acceptable Portal Shortname

    You will see a green box alerting you once you have entered an acceptable Portal Shortname.

    NOTE: You cannot change your Portal Shortname once it has been set. So think carefully before setting your Portal Shortname.

    

17. 17. Enter the URL to your website

    

18. 18. Enter the URL to your Privacy Policy

    

19. 19. Enter the URL to your Logo Image

    NOTE: This must be either a PNG or a JPG.

    You can usually find this by right-clicking on the logo on your website and clicking "Copy Image URL".

    

20. 20. Select your Zoho Data Center

    This is the URL part that appears after "crm.zoho" in the URL bar. For example, "crm.zoho.com".

    

21. 21. Click on Update Settings

    This will save the settings you have set so far!

    NOTE: There is a small bit of set up required once you have set the initial settings.

    

22. 22. Set up the ZE Portal Website Zoho oAuth Connection

    NOTE: The previous oAuth connection was for ZE Portal to work within Zoho CRM. The below oAuth connection is for the ZE Portal website to work with your Zoho Account.

    

23. 23. Click on Link Zoho to ZE Portal (click here)

    

24. 24. In the Popup window, you will see the permissions that ZE Portal needs to work with your Zoho Account

    

25. 25. Click on Accept

    

26. 26. Once you have successfully set up ZE Portal, you will see the following

    

27. 27. ADDITIONAL CUSTOMIZATION OPTIONS:

    NOTE: If you want to, you can set a specific default Zoho Workdrive Team Folder for Portal Folders to be created within:

    

28. 28. Click on Set-up Custom Workdrive Folder ID

    

29. 29. NOTE: We strongly recommend that you allow us to automatically create a new team folder for you!

    Therefore, leave this blank unless you specifically have a Team Folder already in place where you want the Portal Folders to be created.

    

30. 30. You can Set-up a SalesIQ Chat Widget

    If you use Zoho SalesIQ Chat Widget, you can set the Chat Widget to appear on the Client Portal webpages for your Clients.

    

31. 31. Follow the below instructions to set up the Zoho SalesIQ Chat Widget

    

32. 32. If you have multiple Zoho Books Organizations, select which Org to link to your ZE Portal account

    

33. 33. Here I have selected the Correct Books Organization for this Account

    

34. 34. Click on Update Settings

    NOTE: Always remember to click "Update Settings" after making any changes on this page.

    

35. 35. SET UP COMPLETE

    Now, you can move onto the next step, which is creating your first Portal Template