Edit client details

Edit client details

Prerequisites

Roles required:
Organization Owner/Admin

To edit client details:

The steps vary for the three User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
One Experience UI
Spaces UI
Unified UI
One Experience UI
  1. Sign in to Zoho One, then click Admin Panel icon  on the top-right corner.
  2. Click Portals on the left menu.
  3. Under the Clients tab, click Manage Clients.

  4. Click on the client you want to change the setting for. You can also use  to find a specific client from the list.
  5. Click Edit.
  6. Make the required changes, then click Update. 
Spaces UI
  1. Sign in to Zoho One, then click Directory Settings icon  on the top-right corner.
  2. Click Portals on the left menu.
  3. Under the Clients tab, click Manage Clients.

  4. Click on the client you want to change the setting for. You can also use  to find a specific client from the list.
  5. Click Edit.
  6. Make the required changes, then click Update. 
Unified UI
  1. Sign in to Zoho One, then click Directory in the left menu.
  2. Click Portals.
  3. Under the Clients tab, click Manage Clients.
  4. Click on the client you want to change the setting for. You can also use  to find a specific client from the list.
  5. Click Edit.
  6. Make the required changes, then click Update.