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. Select the name and icon to be displayed in tabs under NAME AND ICON TO BE DISPLAYED IN THE TABS field.
  5. Click Update.

See Also

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • Configuration

                                                                                            Client permissions Configure your client permissions and privileges. You can set the default client permissions to view the issues for the selected project. And you can collaborate with your clients and work on the issues. In Client Permissions, ...
                                                                                          • Is it possible to configure the default timesheets such that they need approval?

                                                                                            Yes. Click  > Portal Configuration > Task & Timesheet, and then click Timesheet Approval. 
                                                                                          • Can I add vacations and holidays in the project business hours?

                                                                                            Yes, it's possible to configure holidays in the project calendar. Click  in the top navigation panel. Navigate to Portal Configuration > Date & Time Settings > Holidays tab. Enter the holiday details and click Add Holiday.
                                                                                          • Is it possible to rename the issues tab and issues icon?

                                                                                            Yes, you can rename your issues tab and icon. To do this: Click    in the top navigation band. Navigate to Portal Configuration > Configuration > Rename Module tab. Enter the name to be displayed in links or comments under NAME TO BE DISPLAYED IN ...
                                                                                          • User Hierarchy

                                                                                            In Zoho Projects,  users can create a hierarchy based on roles and assign reporting managers to specific users to facilitate access. Availability: Latest Enterprise plan, Zoho One, and CRM Plus. Benefits Approve Timesheets based on reporting ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources