Configure email notification

Configure email notifications

Prerequisites

Roles required:
Organization Owner/Admin

To configure email notifications:

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 Email Notifications. You can choose when to initiate an email and notify your clients. An email notification will be sent to the clients for the selected scenarios. The scenarios include: 
    1. Add client: When you add a client to the portal.
    2. Activate a client: When you activate a client.
    3. Deactivate client: When you deactivate a client.
    4. Assign application: When you grant access to an application for a client.
    5. Remove application: When you revoke the access given to an application for a client.
    6. Moderator approval: When a client's sign-up request is approved by the moderator.
    7. Change primary email: When the client's primary email address is changed
  4. 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 Email Notifications. You can choose when to initiate an email and notify your clients. An email notification will be sent to the clients for the selected scenarios. The scenarios include:
    1. Add client: When you add a client to the portal.
    2. Activate a client: When you activate a client.
    3. Deactivate client: When you deactivate a client.
    4. Assign application: When you grant access to an application for a client.
    5. Remove application: When you revoke the access given to an application for a client.
    6. Moderator approval: When a client's sign-up request is approved by the moderator.
    7. Change primary email: When the client's primary email address is changed
  4. Click Save.