Assign apps to signed-up clients

Assign apps to signed-up clients

Prerequisites

Roles required:
Organization Owner/Admin

To assign apps to signed-up clients:

The steps vary for the User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI
  1. Sign in to Zoho One, then click  on the top-right corner.
  2. Go to Portals, then click on the Settings tab.
  3. Click Sign-up and ensure the Allow Client Sign-up toggle is turned on.
  4. Go to APPS TO BE ASSIGNED, then click Assign apps and choose an app. This app will be assigned automatically to all the signed-up clients.
  5. Click Save.
Unified UI
  1. Sign in to Zoho One, then click Directory in the left menu.
  2. Go to Portals, then click on the Settings tab.
  3. Click Sign-up and ensure the Allow Client Sign-up toggle is turned on.
  4. Go to APPS TO BE ASSIGNED, then click Assign apps and choose an app. This app will be assigned automatically to all the signed-up clients.
  5. Click Save.