Approve/Reject client sign-up request

Approve/Reject client sign-up request

Prerequisites

You must have the Organization Admin role

To approve/reject client sign-up request:

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
  • Sign in to Zoho One, then click Admin Panel icon  on the top-right corner.
  • Click Portals on the left menu, then click on the Clients tab.
  • Under the Clients tab, click Sign-up Requests.
  • Click Approve to allow sign-up or Reject to deny the request.
  • Spaces UI
  • Sign in to Zoho One, then click Directory Settings icon  on the top-right corner.
  • Click Portals on the left menu, then click on the Clients tab.
  • Under the Clients tab, click Sign-up Requests.
  • Click Approve to allow sign-up or Reject to deny the request.
  • Unified UI
  • Sign in to Zoho One, then click Directory in the left menu.
  • Go to Portals, then click on the Clients tab.
  • Under the Clients tab, click Sign-up Requests.
  • Click Approve to allow sign-up or Reject to deny the request.
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