Adding and managing manuals in your portal
You can share the manuals in your hub with the users in your portal and specify access conditions.
To add a manual to portal:
- Navigate to the portal from the Custom Portal tab.
- Go to the Manuals tab and click Add Manuals.
- Select the manual you want to add, then click Add.
To add users to the manual:
- Go to the manual from the list of manuals in your portal, then click the More Options icon.
- Click Add Users.
- Select the users from the list, then click Add.
To manage access to the manual:
1. Go to the manual from the list of manuals in your portal, then click Manage.
2. Select one of the following options:
3. If you want to allow anyone on the web to access the contents of the manual, enable the Public Sharing option.
4. To manage portal sharing, select one of the following options:
- Everyone in this portal: All users who have access to the portal can access the manual.
- Shared users : Only users with whom the manual is shared can access the manual from the portal.
5. Click Save.
To remove a manual from the portal:
- Go to the manual from the list of manuals in your portal, then click the More Options icon.
- Click Remove.
- Manuals associated with a space can only be shared through a custom portal.
- Manuals in a disabled space cannot be shared through a custom portal.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Managing manuals in your hub
Enabling or disabling a manual To enable or disable a manual: Go to the Manage Manuals tab. Click the More options icon (). Click Enable or Disable. Moving a manual to trash To move a manual to trash: Go to the Manage Manuals tab. Click the More ...Adding and managing courses in your portal
You can share the courses in your hub with the users in your portal and specify access conditions. To add a course to portal: Navigate to the portal from the Custom Portal tab. Go to the Courses tab and click Add Courses. Select the courses you want ...Adding manuals to favorites
You can add the manuals that you frequently refer to favorites and these manuals will be available in Favorites tab. To add a manual to your favorites from inside the manual: 1. Click the More options icon (). 2. Click Add to Favorites. To add a ...Adding templates to manuals
To add manual level templates: 1. Navigate to the manual where you want to create templates. 2. Click the More options icon () in the top-right corner. 3. Click Templates. 4. Click New Template. 5. Enter a name and description for the template. 6. ...Managing user settings
You have the option to add members to your space either during its creation or at a later time. Users can be included by individually selecting users in the hub or by importing a CSV file. The users you add to the space should belong to your hub. To ...
New to Zoho LandingPage?
Zoho LandingPage Resources