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 .

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