Advanced Portal Settings

Advanced Portal Settings

Design your technician portal and streamline a host of asset desk activities. 
In advanced portal settings, you can enable technicians to automate Zoho Directory synchronization settings and approval reminder configurations.

Role Required: SDAdmin
 
To configure advanced portal settings,
  1. Go to Setup > General Settings > Advanced Portal Settings.
  2. Use the pointers below to configure the settings.
Setting
Explanation
 Zoho Directory Sync Settings 
When a user is deactivated or deleted in Zoho Directory, Do the following in AssetExplorer Cloud
Choose to either delete the user or disable their login in AssetExplorer Cloud when a user is deactivated or deleted in Zoho Directory.
Approval Reminder Settings
Notify approvers for 3 operational days consecutively when action is not taken for more than [x] operational days at [x]
Send three daily reminders to approvers who have not performed any approval actions for requests in a defined period.


  

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