Manage multiple portals in Zoho meeting

Manage multiple portals

Zoho Meeting's multi-portal support feature helps users maintain new organizations and support users to access different organizations from one place. With multi-portal support, you can seamlessly navigate between multiple portals within a single interface, enhancing connectivity and streamlining your communication workflow.

Info
The 'Multi-portals' feature is available exclusively in all paid editions of Zoho Meeting's meeting and webinar services.

Notes
Note: A user can only hold the role of a super admin in one organization, but they can hold the roles of a member or an admin in another organization.

IdeaExample: With multi-portal support, a marketing manager can seamlessly switch between their personal account for team check-ins, their company portal for client meetings, and their freelance portal for project collaborations, all within one interface.

How to create a new organization

  1. Log in to your Zoho meetings account.

  1. Click on the profile avatar, then select My Organizations.


  1. Click New Organization.


  1. In the Create Organization popup, enter the organization name and click Create.

How to change the organization name 

You cannot edit the organization name in the tile, but to edit it, follow the below
  1. Navigate to Settings -> Organization -> Co-branding 


You can edit the portal name and change the portal logo from here.

How to invite someone to your organization

NotesNote: Only the super admin user can invite users from an external organization. 

  1. Navigate to Settings-> User Management-> Users-> Add Users. 

  1. Click Add Users.

  1. Type the email address and username of the person.

  1. Select the department, role, and type of license for the user.

  1. Click Add.

 

The invited user receives an email with a link to join your organization.


Notes

Note: If the user being invited is currently an admin of their organization, they can only be assigned as an admin or a member in your organization. They cannot have super admin privileges in multiple organizations.


How to switch between portals

To switch between portals,

1. Click on the profile avatar, then select My Organizations.
2. Click the link in the required tile to switch to the required organization.


How to set an organization default

To set an organization default

  1. Log in to your Zoho meetings account.

  1. Click on the profile avatar -> My Organizations.

  1. Hover over to the Organization you want to make default and click on Set as default.



This makes the default organization account open when you log in.

NotesNote: If you are using Zoho Meeting within a bundle provided by Zoho rather than as a standalone product, the multi-portal feature cannot be accessed.

Info
Info:
  1. This feature does not provide any kind of data sync between the accounts.
  2. You can't delete the created portal even if you are the Super admin. Instead, you can withdraw yourself from the portal after assigning someone else as the Super admin. To delete the portal, you need to reach out to our support team at support@zohomeeting.com.
  3. The user licenses must be purchased for each portal. The new organization that is created will always be set to the enterprise trial edition by default.




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