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.
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.
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