Tip #9 - Know your Portal settings today !

Hi there,

Last fortnight, we toured on how to manage the Email Notification Settings in Zoho Projects. Before you start your work in Zoho Projects, I would suggest you to ensure that your portal is neatly set with all the necessary pre-requisites. The Org Settings helps you to configure your portal and manage its settings effectively. You will find two tabs - Portal Configuration and Portal Settings in the Org Settings page. Here's how you can set your portal with ease.

PORTAL CONFIGURATION

Navigate to Setup at the top right corner of the portal and click Org Settings.

Don't forget to set the following entities in your Portal Configuration tab.

Set the date format and the business hours.
Configure holidays
Decide whether your timesheet should be submitted with or without approval

Click here to learn more about these settings.

The Business Hours setting is available only in the Premium and Enterprise plans.

Skip Weekends and Configure Holidays settings are available only in the Premium and Enterprise plans.
In the Date format and Business Hours settings, if you select the hours option in Task Duration in, the task’s duration is calculated based on the scheduled working hours.

PORTAL SETTINGS

Navigate to Setup at the top right corner of the portal and click Org Settings.

In the Portal Settings tab, you can..

Change the Portal URL name
Change the portal owner

Click here to learn more about these settings.

When you try to change the portal owner, only users with Admin role will be enlisted in the Select New Portal Owner drop-down.

The Portal Owner Change setting is available in the paid plans only.

Hope the above points will help you make the best use of the portal settings in Zoho Projects. You can share your feedback by commenting below.

Thanks,

Kiruthika V.