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 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, 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.
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, 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.