Client and Vendor Portal

Client and Vendor Portal

Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and vendor users to your team. This allows clients and vendors to keep track of the project and respond as per requirement.
 
Clients - People who you work for
Vendors - People to whom a part of the work is outsourced
 
Katherine is working on a project that involves a lot of iterations. She prefers to include her clients directly to save time. She has also outsourced a few employees for her company’s support services. To track these, Katherine enables the client portal for her clients and vendor portal to her outsourced employees.

To enable Client/Vendor portal for your users,
  1. Go to the Setup icon on the top right corner, scroll down to All Users .
  2. Navigate to Client Users/Vendor Users .
  3. Add their company details.
  4. Enable the portal access while adding users. 


You can set profile restrictions for both client and vendor users. This will help you to monitor their activities within the team.


 
Benefits
Users who are not inherently part of your organization, can be added to specific projects. For example, freelance workers, contract workers etc.
 
Once a client/vendor has been added to your team, they will have a separate login page.



To know about setting up the portal in detail, click here to check our help resources . If you need further help, write to support@zohosprints.com . We'd be happy to help you out!

    Zoho Developer Community






                              Zoho Desk Resources

                              • Desk Community Learning Series


                              • Digest


                              • Functions


                              • Meetups


                              • Kbase


                              • Resources


                              • Glossary


                              • Desk Marketplace


                              • MVP Corner


                              • Word of the Day



                                  Zoho Marketing Automation
                                          • Sticky Posts

                                          • New in Zoho Sprints: Release Management

                                            Hello all,    We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?    For instance, if you have a big
                                          • Introduce automation to your iterations with Zoho Flow

                                            We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions. What is a Trigger? A trigger is an event that kickstarts the flow. What is an Action? An action is a task that the flow executes automatically. For
                                          • Zoho Sprints - Your team is all set to sprint ahead

                                            Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.


                                          Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now