Setting Portal Preference

The portal name is the identity of the user's help desk account in Zoho Desk. Typically, it is the company's name, and it is created when the user signs up for the help desk.

An account can have multiple portals, and the portal name can be customized according to the user's requirement.

Portals can be created only through the website. In the mobile app, the portals can only be viewed.

In the Zoho Desk app, the users can view the portal they belong to and switch between the existing portals.

To switch portals

Open the Zoho Desk application.
Click the Hamburger Menu , then click Settings .
Click the Portal Name to switch to any other existing portal.

To refresh portal metadata

This option enables the user to sync admin-level changes from the web to the app, like updating signatures, adding validation rules, layout rules, and blueprints.

To synchronize time tracking preference

When the user changes their time tracking preference either from manual to auto or vice versa, the user has to select Synchronize time tracking preferences in the mobile app to sync in the changes. This option also lets the user keep time tracking settings consistent between the web and mobile apps to track time spent on tickets and activities (i.e., tasks, events and, calls) at the most granular level possible while also adding billable time entries based on predefined costs.

To clear search history

The search history does not get auto-deleted nor are the search items overwritten. All the searched items in the app will always be visible. The log of searched items in the app can be deleted using this option.

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