Client and Vendor Portal

Client and Vendor Portal

Clients like to keep track of progress and there is a constant need to monitor it. Allowing clients to access and check the progress of work reduces redoing activities once the work is finalized. Zoho Sprints now allows clients and vendors to monitor progress using the Client and Vendor Portal.
 
Client Portal is for users for whom you work.  
You can add three different types of client users to your team,
 
Default Client Profiles
  These clients will have minimal access within the team. You receive 5 default client user licenses for free. If you need to add more users, you will need to purchase a user license for each one of them.
 
Client users with no portal access
  You can add up to 15 clients who are a part of your team, but without access to the portal

Customized Client Profiles
  You can customize your client profiles by granting and restricting their access within the team.  You will need to purchase a user license to customize a client's profile. 
Max and her team have been assigned to work on an exclusive mobile app for their product. Since this is a big project, they will be outsourcing some of the work. Her client is particular about certain features and would like to see the progress of the work. Max adds her clients to the team and enables the client portal. She then enables the vendor portal to monitor the work outsourced to external vendors. 

Enabling Client Portal

First, you need to add the company of the client,
  1. Go to Setup and click All Users.
  2. Navigate to Client Users.
  3. Click Add Client Company on top, select +Client Company and fill in the details.
  4. Click Add User and fill in the details.
  5. Enable the portal for the users.  

Enabling Vendor Portal  

Vendor Portal is for users who have been outsourced to complete a particular job.
You need to  purchase a license for vendor profiles.

To add a vendor company/user,
  1. Go to Setup and click All Users .
  2. Navigate to Vendor Users .
  3. Click Add Vendor Company y on top, select +Vendor Company and fill in the details      
  4. Click Add User and fill in the details.
  5. Enable the portal for the users.



The ' Click to create User Group ' option on the Client/Vendor company creation page will automatically create a user group for the company and add users to the respective company's group.  You need not create separate groups for them in the future.

Set Roles

You can set customized roles for your client and vendor users.         
  1. Go to Roles under Manage Users and click +Role .
  2. Provide a name and a description for your role.
  3. Choose a role type ( Client User / Vendor Use r ).
  4. Assign users to that role and click Create .


Set Profile Preferences

We have separate profiles for both clients and vendors. You can customize these profile preferences based on your requirements.         
  1. Go to Profiles under Manage Users and click +Profile .
  2. Choose the profile you would like to clone from.
  3. Provide a name and description for your profile.
  4. Choose a profile type ( Client User / Vendor User ) and click Create and Set Permissions .
  5. Set your profile permissions. If you would like your client/vendor user to view the other user's comments, enable View Comment  preferences under Work Item .
  6. Click Save .  


These customized Roles and Profiles can be edited/deleted in the future.

Purchase a user license

This user license can be purchased only by the  Team Owner . To do so,
  1. Click your profile picture on the top right corner and click Subscription.
  2. Click Upgrade Add-Ons.
  3. Enter the required number of add-ons in the respective fields and click Proceed to pay.


Client/Vendor Login Page

Once you add your client/vendor to your portal, they will be sent an email with a login link. When clicked, they will be directed to the following page.


 
They can provide a password for their access and click Update .

Resetting Portal Passwords  

In case your clients or vendors forget their passwords, you can share this with your client to reset their passwords.         
  1. Click the hyperlink below Forgot Password .
  2. Enter your email address.
  3. Enter the Captcha code and hit Next.
  4. Click Don't Remember?  
  5. You will receive an OTP in your registered email address. Enter that OTP and reset your password.

To log out of your portal,      

  1. Click your profile icon on the top right corner.
  2. Click Sign Out .



    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    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

                                                                          • What is a release?

                                                                            Release management will help plan, organize, and manage every phase of the project. In a broader perspective, release is the largest entity in a project that will help the team members to deliver the outcomes on time. Similar to delivering a workable ...
                                                                          • Working with releases

                                                                            Create your first big release in Zoho Sprints and deliver quality outcomes ontime.  Available Plan: Premier and Professional Accessible To: Admin and Manager  You will be able to carry out the following actions based on your profile permissions. ...
                                                                          • Jenkins Integration

                                                                            Software businesses across the globe is mostly automated. As the customer requirements pile up, the development and operations need to deliver outcomes in rapid phases. If you are an agile team, no wonder that your deliverables are quite frequent and ...
                                                                          • Permission Sets

                                                                            Once you click a profile, you will be presented with all the modules in Zoho Sprints. You can choose to permit or restrict the access to every feature.  Users will be granted access based on the permissions enabled in their profile.  Click Associate ...
                                                                          • Profiles

                                                                            Profiles lets you to authorize and control the access of users within a team. You can set the profile at  a team level and at project level. Team Profile : Profile is set at a team level. Project Profile : Profile is set at a project level. Zoho ...
                                                                          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