FAQs: Access Applications
This page covers efficient access management, permissions and limitations, catering to admin users, and ensuring seamless offline access to mobile apps.
What features are available in the Zoho Creator mobile app to enable offline access to forms, reports, and records?
When a user's device is offline or unable to connect to Zoho Creator, recently accessed Forms are cached and made accessible when the device is offline. The mobile app supports saving Reports so they can be accessed offline in addition to automatically caching Forms. Records submitted while your device is offline are automatically synced once it is online.
To enable automatic syncing of records, the Zoho Creator app must be open on iOS devices. Regardless of the app state, when an Android device connects to the internet, records are automatically synced. When a user accesses Zoho Creator, the cached data is updated. Upon logging out, all cached information, failed entries, and saved reports will be removed.
What are the different ways in which we can access an application in live mode?
Users can access your application on:
- Web & Mobile Browser: Simply enter the application's URL in your browser to access it.
- iPhone, iPad, & Android Device: Install the application on your device and access it from there.
Learn more.
What are the options available for sharing an application created in Zoho Creator with users, and how can the admin user assign access permissions to individual sections or components?
Once your application is fully developed and ready for usage, it's important to share it with your intended users. By default, applications created with Zoho Creator are set to private, meaning they can only be accessed by the admin user who owns the application. To enable access for other users or groups, you can share the entire application or specific sections and components such as forms, reports, and pages.
To share your application with users:
- First identify the application you want to share with users and then choose the users or groups you want to grant access to.
Define user roles and permissions in your application. - Determine the level of access permissions you want to assign to each user or group. This can include view-only access, editing permissions, or administrative privileges.
- Share the application by providing the necessary access links or invitations to the selected users or groups. This can be done through email notifications, sharing options within the Zoho Creator platform, or by generating unique access URLs.
A portal is a great approach for an organization to allow external users to log in to a focused internal system and access restricted data. You can use Zoho Creator portals instead of developing your own authentication and security mechanisms. Instead of signing up with Zoho's account, your users will be able to sign up with your portal.
Learn more about portals in your applications.
Additionally, it's worth noting that you have the option to publish certain components of your application for access without requiring users to log in. This allows external users or individuals without Zoho Creator accounts to access and interact with specific published components, such as forms, reports, or pages.
Learn more about publishing app components.
How can certain components be made accessible without requiring users to log in?
Publishing application components allow anyone to access it, even if they do not have a Zoho creator account or log in. When you publish a component, it generates a permalink as well as an embed code. Users can share the permalink.
Learn more about publishing.
What are the types of users identified by Zoho Creator, and how do their roles differ in terms of their association with the admin's organization and their access to the application?
The level of access and permissions granted to users within an application depends on their user type and the assigned permissions. Zoho Creator distinguishes between three types of users:
- Users: These are individuals who work for the organization of the application's admin. They can be employees, consultants, or other internal stakeholders who need access to the application.
- Portal Users: These users are external individuals or entities who are not part of the admin's organization but require access to the application. They may include suppliers, vendors, or other external stakeholders who need to interact with the application's data.
- Developers: Developers are individuals who assist the admin in modifying and customizing the application according to specific requirements. They possess technical expertise and collaborate with the admin to enhance the application's functionality.
Each user type may have different levels of access and permissions within the application, depending on their role and responsibilities. It's important for the admin to assign appropriate permissions to ensure data security, privacy, and effective collaboration.
By understanding the different user types and their respective roles, the admin can manage access and permissions more efficiently, enabling users to interact with the application based on their specific needs and requirements.
Related Help Docs
- Access App on Web, iPhone, Android Device, iPad
- Access App from Mobile Browser
- Access App in Offline Mode
- Encryption in Zoho Creator
- Grant Edit Access to Zoho Support
- Generating HAR file
Related FAQ Pages
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