Setting Portal Access Restriction in Mobile App
In Zoho Desk, admins can create different portals to store and manage customer requests and business-related information. Portals are particularly useful when there are different business verticals or products that are managed by one organization. Sometimes, region-specific portals may also be created for businesses that have a global presence.
By creating different portals in a Desk account, admins can streamline data access, maintain data security, and manage business processes more efficiently.
For example, a manufacturing company that deals with different products and suppliers globally can manage product and vendor information more effectively by creating portals for individual products. Agents who handle tickets for one product may not be responsible for resolving the issues in another product. In such cases, it makes sense only to give the agents access to those portals that they use routinely.
In order to maintain the streamlined data accessibility in both web and mobile platforms, it is necessary to replicate the same in the Desk mobile app as well. To facilitate this, Zoho Desk allows admins to select the profiles that should not have access to a particular portal in the mobile app. This will ensure that the data access and visibility are alike in both platforms.
Points to remember
- The permission to set mobile app access can be configured only in Desk's web application.
- Users who have admin access can set the access permissions.
Impact of the restriction to the portal
Once disabled, the agents cannot access the defined portal from their mobile app. It will restrict them to:
Log in to the portal: Users will be unable to log in to the restricted portal from the mobile app. An alert message will be displayed informing them about the access restriction and asking them to sign out.
Already logged in: If the user is logged in to the portal prior to the restriction, an alert message will be displayed when the user attempts to perform any action on the ticket. This message will give them two options:
- Switch to another portal - This option will only be shown to those users who are part of more than one portal.
- Sign out.
To enable mobile app access
- Log in to the Zoho Desk web application with administrative privilege.
- Navigate to Settings (
) > Users and Control > Permissions.
- Choose Profiles.
- Choose the desired profile you want to restrict from using the mobile app.
- Toggle Mobile App Access.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Setting Portal Access Restriction in Mobile App
In Zoho Desk, admins can create different portals to store and manage customer requests and business-related information. Portals are particularly useful when there are different business verticals or products that are managed by one organization. ...Working with Tickets in the iOS App
The Zoho Desk software enables users and agents to efficiently resolve customer issues. Each issue or complaint that an agent receives from customers is called a ticket. The ticket management system automates the resolution process. Now that we are ...App Store Reviews for Zoho Desk Extension
Building a successful app requires you to continually gather customer feedback. Only your customers can truly tell you what they need from your app. However, gathering input is not enough on its own. Whether the feedback is positive or critical, ...Working with the ASAP Add-Ons for Mobile Platforms
The ASAP SDKs for mobile platforms--iOS and Android--make help available within quick reach for the end-users of your mobile apps. Using these SDKs, you can create and customize add-ons that reside within your app and provide end-users with easy ...Working with Tickets in the Android App
The Zoho Desk Android App simplifies the process of resolving customer issues by transforming each concern into a ticket. In order to ensure that no client inquiry is left unaddressed, this user-friendly app allows agents to manage tickets smoothly. ...
New to Zoho LandingPage?
Zoho LandingPage Resources