【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。
今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。
【目次】
SAMLベースのシングルサインオンについて
ポータルへのアクセスリンク送付について
今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！
以下に詳細をご説明します。
1. SAMLベースのシングルサインオンについて
ポータルユーザーが複数の関連アプリにより簡単にアクセスできるよう、SAMLベースのSSO（シングルサインオン）が導入されました。これにより、複数のアプリケーションを利用する際のログイン手続きを簡略化できます。
プロジェクト管理ツールの利用
ユーザーは進捗状況を確認するためにプロジェクト管理ツールへスムーズにログインできます。CRMポータルへのアクセス
商談情報を確認する際、ログイン情報を再入力する必要がなく、自動的にポータルにログインできます。デザインツールの利用
プロトタイプを確認する際も、認証情報を再入力せずにデザインツールを利用できます。
2. ポータルへのアクセスリンク送付について
ユーザーごとに任意のメールアドレスを指定して送信できるようになりました。これにより、用途や状況に応じて、メインのメールアドレス以外にも柔軟にログインの招待を送ることが可能です。
任意のポータルの設定画面を開き、画面右上の「・・・」アイコンをクリックすると、プルダウンメニューが表示されます。
そこから「招待設定」をクリックすると、招待を送信するメール項目を選択できます。
上記の設定は以下のタイミングで設定が可能です
ポータルユーザーの作成を完了する直前
ポータルユーザーの種類に、まだポータルユーザーやポータル登録フォームが追加されていない場合
この機能を活用することで、状況に応じたより柔軟な対応が可能になります。
補足
今回のアップデート対象の「ポータル機能」は、以下の場合には利用できません。
試用版
開発者向けプラン
サンドボックス（テスト環境）
モバイル版
※有料版の試用期間中(30日間)もポータル機能をご利用いただけます。
適応範囲：全てのユーザー
参考情報：
Zoho CRMポータルでのSAML認証によるシングルサインオン（SSO）の概要
Zoho CRMポータルでのSAML認証によるシングルサインオン（SSO）の設定方法
いかがでしょうか。ポータル機能を利用中のユーザーさんはぜひ試してみてください。
……………………………………………………………………………………………
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