Invite Users | Zoho Vertical Solutions Help

Invite Users

After publishing your solution, you can control user access by either making it publicly available or restricting access to invited users only. If your solution is public, any user can sign up and start using it. For restricted access, only those you invite can sign up for the solution.

To invite users to sign up for your solution, follow these steps:
  1. Access the Zoho Developer Console home page and click on Start Building in the Vertical Solutions section .
  2. Select the solution you want to manage and click Edit.
  3. In the left menu, click on your solution name to open the Solution Details page.
  4. Click on Invite Users
  5. In the Invite Users page, do the following:
    1. Enter the email addresses of the users you want to invite. You can add multiple addresses separated by commas or spaces.
    2. Optionally, edit the subject line of the invitation email. The default subject is You are invited to join <Solution Name>. The email body cannot be modified.
  6. Click Invite to send the email invitations.

Invited users will receive an email containing a link to sign up for your solution. Once they accept the invitation and complete the sign-up process, their details will appear on the Manage Customers page.

Notes
Notes:
  1. Ensure the email addresses are valid to avoid delivery issues.
  2. Only users with active invitations can access a restricted solution.


    Access your files securely from anywhere

      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






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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

                                                                                                              • Publishing your CRM

                                                                                                                This guide helps you with the following: Publish your solution Deactivate a solution Restrict New Sign ups Publish Your Solution Your solution will be live only if it is published. Only then your subscribers will be able to sign up and start using ...
                                                                                                              • Portals

                                                                                                                This guide will help you with the following: Create a Portal Configure the Portal Settings Preview the Portal Send Portal Invite to Users A Portal enables you to share selective data in the Vertical Solution with your customers. For example, consider ...
                                                                                                              • Building a GoToMeeting Extension

                                                                                                                The GoToMeeting extension enables users to schedule meetings, invite users, and keep track of the meetings when they have joined within Zoho CRM. With GoToMeeting you can utilize HD video conferencing and screen sharing. With this extension installed ...
                                                                                                              • Getting started with Zoho CRM Extensions

                                                                                                                This guide is designed to help you get started with Zoho Developer Console and complete the basic setup required to build your own extensions. The guide will help you with the following: Accessing the Zoho Developer Console  Creating and Managing ...
                                                                                                              • Setting up your CRM Application

                                                                                                                The first step in building your vertical CRM is to configure certain basic settings and choose the application modules you'd like to include. To create and setup a new application: Log in to your Zoho Developer account and click CRM for Verticals. In ...
                                                                                                                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