Configuration | Online Help | Zoho Projects

Configuration

Portal Settings

  1. Click in the top navigation band.
  2. Navigate to Portal Configuration > Configuration > Portal Settings tab.
  3. Hover over the portal logo click on it
  4. Click the  icon.
  5. Select an image from your local computer.
  6. Resize the image using the resize bar.
  7. Click Preview to view the logo.
  8. Click Upload Photo.
    • You can also remove the logo by clicking Delete.
  • Supported file formats are jpg/gif/png/jpeg.
  • File size should not exceed 500 KB.
  • Preferred size of an image is 70x30.

Update Portal Details

  1. Click  in the top navigation band.
  2. Navigate to Portal Configuration > Configuration > Portal Settings tab.
  3. Click  to the right of your company name.
  4. Modify the Company Name, Web Address, postal address, and Time Zone.
  5. Click Update.

Sender Email

To send Zoho Projects email notifications from your own email address, you can simply configure the Sender Email and domain.

Available in user based Enterprise plan.
  1. Click   in the top navigation band.
  2. Navigate to Portal Configuration > Configuration > Portal Settings tab.
  3. Enter your email address in the Sender Email section and click Verify. A Hostname and Value will be generated.
    • You are restricted from entering a public domain email address.
  4. Login to your DNS manager and add the generated value in the TXT record.
  5. Click Verify your domain in sender email settings in Portal Configuration.
  6. Once your domain is verified, a verification code will be sent to the email address entered.
    • If you didn’t receive the verification code to the email address, click Resend verification code.
  7. Enter the verification code and click Verify Email.

After your domain and email address is verified, the Zoho Projects notifications will be sent from the customized sender email address.

Your domain verification will fail if you don’t add the generated value in the TXT record of your DNS manager. You should not remove this from TXT record as long as you use Zoho Projects.

Edit Sender Email

  1. Click  to the right of your Sender Email address.
  2. Confirm your action. If you click Change, the current sender email configuration will no longer work.
  3. Configure the new sender email address and verify your domain and email address.
  4. If you don't configure a new sender email address, the notifications will be sent from the default address notifications@zohoprojects.com.

Portal URL Change

  1. Click    in the top navigation band.
  2. Navigate to Portal Configuration > Configuration > Portal Settings tab.
  3. In the  Portal URL Change section , the current portal name is present in the editable area. If desired, modify the portal name and click Update.
    • The new name will reflect the next time you log in or refresh your portal
    • The Portal URL cannot hold special characters

Portal Owner Change

  1. Click    in the top navigation band.
  2. Navigate to Portal Configuration > Configuration > Portal Settings tab.
  3. Select New Portal Owner from the drop-down .
    • Only Admins will be listed in the drop-down
    • This feature is enabled only for the paid plans

Disclaimer

  1. Click    in the top navigation band.
  2. Navigate to Portal Configuration > Configuration > Disclaimer tab.
  3. Enter the disclaimer text and then click Save.
  4. Toggle "Display disclaimer to new users." option. This will display the disclaimer to new users.
  5. Toggle "Display disclaimer to existing users." to display the disclaimer to existing users.

Rename Modules

Zoho Projects allows users to rename the Issue and Milestone modules. The new names will reflect across the organization.
  1. Click    in the top navigation bar.
  2. Navigate to Portal Configuration > Configuration > Rename Module tab.
  3. Enter the name to be displayed in links or comments under NAME TO BE DISPLAYED IN LINKS OR COMMANDS field.
  4. Enter the name and icon or select it from the drop-down to be displayed in tabs under NAME AND ICON TO BE DISPLAYED IN THE TABS field.
  5. Click Update.


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