Access Portal Settings

Access Portal Settings

How to Access the Zoho SalesIQ Portal Settings?

  1. In the Settings > Portal Settings section, you can find your portal configuration options.
  2. Choose to enable or disable the options by clicking on the toggle bar right beside the option label.
  3. Changes that you make under this section will be applied across your entire SalesIQ portal, including all operators, departments, and websites.



    • Related Articles

    • Delete portal

      Delete your Zoho Projects portal anytime you wish to discontinue our services. Portal can be deleted by the Portal Owner. Ensure that you have taken a backup of your portal data before deleting it. Delete function is enabled if the portal meets the ...

    • Vendor Portal

      Vendor Portal is a system to manage relationships and candidates submitted by third-party recruitment/staffing companies. When a Vendor logs in to the vendor management portal (VMS), they gain immediate visibility to job orders (that you've shared), ...

    • Setting up your portal

      Zoho Recruit gives an advantage of using your company’s brand to create portals for your clients and vendors. For example, if your company website is “www.zylker.com”, you can create a portal with URL “portal.zylker.com”. You can typically choose ...

    • Portal Email Configurations

      Other portal settings configure the e-mail communications your Zoho SalesIQ can automatically send, to keep you, your operators, and others in your company informed of important data from your support operations. To access and edit your email ...

    • Portal owner and admin permissions

      Certain permissions are exclusive to the Portal Owner and cannot be shared with other users. Admins too have certain privileges not limited to the profile permissions. Permission Portal Owner Admin Settings     Manage Subscriptions Y - Change Portal ...