Adding and managing Clients | Zoho Developer Console Help

Adding and managing Clients

1. What does this page cover?

Learn about the Clients section and how to distribute your applications privately with your clients through the Zoho Developer Console.

2. Availability 

  1. The super admin can create applications, add clients, and manage the distribution process within the Developer Console.
  2. The developers can send updates of the distributed applications with the clients if the relevant permission has been provided by the super admin.

 3. Steps to create and distribute an app


3.1 Creating an app 

Note: Only the super admin of an account can create an application and add clients to distribute the application with.  A developer can only send updates of an application to a client, if the distribute access has been provided by the super admin.
You can start creating applications in Zoho Developer Console by following the steps mentioned on the Creating and Managing apps page. Once the app is created, you can continue to add developers to your account to assist with its development. When the application is ready to be distributed privately with your clients, you can follow the steps below.

3.2 Adding Clients & distributing applications


      1. Navigate to Clients under the DEPLOY section in the left pane of your Developer Console account. Click the Add Client button.


      2. Enter the client's email address in the popup that follows. An invitation will be sent to the client. Once they accept, you can begin distributing your applications with them.
Note: The invitation to be a client expires after 15 days. You can still resend the invitation to the clients.
       
     
Note:
  1. In order to add a client to the account, they must have a Zoho Creator account with a super admin profile in the same DC.
  2. If your client hasn't accepted the invitation, you can resend the invitation by clicking Resend Invitation from the horizontal ellipsis. 
      3. Click the horizontal ellipsis next to a client and select Share Application.
      
      4. Choose the application name and the version that you would like to distribute.
      5. Select the Licensing Type with which you'd like to share the application: Trial License or Subscription License. Specify the validity.
             
This choice helps you control how long clients can access your application, whether you're offering them a short-term evaluation or long-term access.
  1. Trial License: Used for giving prospective clients a hands-on experience of your application before committing to a purchase. You can specify a trial duration of 15, 30, or 60 days. Once the duration is set, it can't be extended.
    1. The validity of the application begins from the time the app is installed by the client in their Zoho Creator account.
    2. Throughout the trial period, you can continue to send updates to the client, allowing them to explore enhancements in real time.
    3. If the client chooses to proceed with the application, the application can be changed from a trial license to a subscription license at any point, even after the trial expirationy, and the validity period for the chosen subscription will be activated immediately (refer below).
    4. Once the trial ends, the application will be permanently disabled in the client’s account. The data added during the trial can still be viewed, but no new data can be added, and the app cannot be used further.
    5. As the developer, you’ll then have the option to delete the application entirely from their account, including all associated data.
InfoSecurity Tip: A disabled application will still retain all its data unless you choose to delete it. If you decide to delete the trial application from the client's account, ensure that the client no longer needs the data, as this action is irreversible.

  • Subscription License: used when the client is ready to adopt the application for active use. You can either choose Set validity in months or Set lifetime validity.

    • Set validity in months – You can set the application validity in the client's account ranging from 1 to 36 months.

      • The validity of the application starts from the time the app is installed by the client.

      • Once set, the subscription period cannot be shortened, but it can be extended anytime using the Extend Validity button.

      • Once the subscription period ends, the application will be disabled in the client’s account. The data added can still be viewed, but no new data can be added or modified.

Note: A future update will allow you to fully revoke access to an application after the subscription expires. This will prevent clients from accessing the app entirely, including read-only mode. The clients can still take a backup of their application.

    • Set lifetime validity – You can set the application validity to the client indefinitely with no expiration. The validity of the application starts from the time the app is installed by the client.

      6. Click Share to share the application. An installation link will be sent to the client.

InfoSecurity Info: Setting lifetime validity gives the client full and ongoing control of the application. This cannot be reverted to a lesser duration once set. After you send the installation link, the client receives an email invitation. Once accepted, they can install the application in their Zoho Creator account and begin using it based on the license you selected.
Once the installation link is sent to the client, they can accept the invitation sent to their email, then install the application in their Creator account.
Note: To delete a client, click the Delete option under the horizontal ellipsis. This can only be done if the client has not yet installed the application.

3.3 Manage Client applications and updates

After you've shared your application with a client, as the super admin or developer of your account, you can manage its lifecycle and access through the following actions:
  • Resend invite

  • Extend validity

  • Delete app

  • Send update

  • Set to Subscription licensing

3.3.1 Resend invite

If your client hasn't accepted the application invitation within 15 days, you can resend the invitation mail.

To resend:

  1. Navigate to Clients under the DEPLOY section in the left pane of your Developer Console account and click on a client. A slider will appear with a list of the applications distributed with that client.

  2. Click the horizontal ellipsis next to the client.

  3. Select the Resend Invite button. An email containing the invitation will be sent to the client.

3.3.2 Set to Subscription licensing

If your client installs the app using a trial license and later decides to proceed with using the app, the super admin can change the license type to subscription. This change can be made during the trial period or after the trial has expired. The new subscription validity will begin from the time you make the switch.

To convert a trial to subscription:

  1. Click on a client from the client list. A slider will appear with a list of the applications distributed with that client.

  2. Click the ellipsis icon, followed by the Set to Subscription button.

  3. Choose either a fixed duration (1–36 months) or lifetime validity.

    • When setting the validity in months, the client will be able to access the application as long as the validity is active. Once the validity is inactive, the app will be disabled.

    • When setting the validity as lifetime, the client will be able to access the application indefinitely.

  4. Click ProceedThe client will now be able to access the app based on the new license.

3.3.3 Extend validity  

The super admin can extend the duration of an active Subscription License at any point (even after the plan validity has expired). This option is only available when the client is already on a Subscription License.

Note: You cannot extend the validity of a Trial License. Trial periods are fixed to 15, 30, or 60 days, as initially configured. 

To extend validity:

  1. Navigate to the client's app list and click Extend validity under the ellipsis icon next to the app.

  2. Select the validity period (1-36 months or lifetime) and click Extend. The new expiration date will reflect immediately.

When you extend the validity, the new duration is added to the existing expiration date, ensuring no remaining days are lost. For example, if the current validity ends on May 25, and you extend it by 1 month on May 20, the new expiation will be set to June 25.

3.3.4 Delete app  

The super admin can delete a client’s access to an application, along with all related data from their account once the app's trial period has ended. This action can only be performed if the trial license of the app has ended and the app has been disabled.

To delete an app:

  1. Navigate to the client's app list and click the Delete app option next to the application under the ellipsis. This will remove the app and all its data from the client’s account.

Note: The delete action is irreversible. Make sure the client no longer needs the data. 
3.3.5 Send update  
      1. Navigate to the client's app list and click on a client, and a slider with a list of the applications distributed with that client will appear.  
            
      2. To send an update, click the Send Update button to send an updated version of the application. A popup will appear.
            
Note: This button will only be available when a new or updated version of the application is available for the client.
      4. Choose the version that you want to distribute with your clients in the popup. Click Send Update.
      
Note: The client email, application name, and the current version will be auto-selected. Once the update is sent, the client can update the application from their Zoho Creator account.
Once the installation link or update is sent, the status will reflect one of the outcomes described in the table below, depending on whether the update is successful, fails, or requires further action.
Status
Explanation
Invitation sent
An invite was successfully sent to the client for a version of an application on a specific date, allowing them to install the app.
Installation failed

The attempt to install the version was unsuccessful, possibly due to technical issues or client-side errors. Try sending the latest version to be installed again.
Update sent
A new version was sent to the client on a specific date, making the latest improvements and features available.
Update failed
The update to the new version encountered an error on the client's side, leaving the client with an outdated version.
Click the View button next to the application status to see the error details.
Notes
Note: Failure in updating will not affect the client application. They can still continue using the app.
Mandatory update
A compulsory update for a version was dispatched on a specific date, ensuring all clients must update to this version within 30 days.
Notes
Note: Only 30 active versions are allowed at a time. A mandatory update can be sent only to clients using a deprecated version. If a mandatory update is not sent to these clients, publishing to the Stage environment for the app will be blocked until the update is issued.
Mandatory update failed
The update to the mandatory version encountered an error on the client's side, leaving the client with an outdated version.
Click the View button next to the application's status to see the error details.
 

3.4 Filtering applications by version 

To manage the distribution of applications to your clients efficiently, you can apply filters based on the application version. This filter feature allows you to quickly manage and monitor which clients have the desired version of your application and target specific clients for updates or support.
      1. Click the Filter button present in the top right corner of the page.
      
            
      2. Choose the application from the dropdown list for which you want to filter the clients.
      

      3. In the filter panel, select the Operator that specifies how the application version should be filtered. You can select from the following operators:
    1. greater than: Displays clients who have a version greater than the specified one.
    2. less than: Shows clients with versions lower than the selected version.
    3. equal to: Shows clients with versions equal to the selected version.
    4. is active: Displays clients who are using an active version of the selected application.
    5. is deprecated: Displays clients who are using a deprecated version of the selected application.
                        
      4. Choose the operator and select the Version Number you wish to filter from the available list. You'll only need to specify the version number if the operator you've chosen is greater than, less than, or equal to. 
      
      5. Click the Filter button to see a refined list of clients based on the criteria you have chosen.
 
  1. Understanding Developer Console
  2. Understanding environments
  3. Understanding private distributions of apps

What's next
Previous step
What's next
After distributing an application with your client, you should learn more about application usage details.

Previous step
Make sure you understand what is private distribution to ensure a smooth deployment process for your privately distributed applications.

 

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