Zoho Subscriptions
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6 results found
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Custom Single Sign on for customer portals similar to Freshdesk Client portal
We are a SaaS product company and use Zoho subscription to manage our clients subscription. My clients already have a login to my product that they use and have subscribed to.
Enabling Client portal for customers is great but not usable in cases like ours as we cannot have our customers create another disjoint user credentials.
Similar scenario to this we use Freshdesk for our support team to manage customer support request and tickets and freshdesk also has a Client portal which allows users to create new tickets, search for Knowledge base for possible solution and see update on all…
15 votesHello Everyone,
Now, configure Single Sign-on (SSO) for your portal on the go with Zoho Subscriptions.
Wonder how to set up? Take a look at our latest documentation on SSO set up – https://www.zoho.com/subscriptions/help/customer-portal-sso.html
1. Guidelines for SSO with Google -
https://www.zoho.com/subscriptions/help/sso-with-google-idp.html2. Guidelines for SSO with OneLogin -
https://www.zoho.com/subscriptions/help/sso-with-onelogin-idp.html3. Guidelines for SSO with your own application -
https://www.zoho.com/subscriptions/help/sso-with-custom-application.htmlFor queries, you may reach out to us at support[at]zohosubscriptions[dot]com
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"Roles" in subscription
Option to create different "Roles" for users.
For instance, there is only two roles in this module (Admin y Staff). we need to create a different access option to a user for Subscription module, for instance, he can see "Dashboard" but not be able to see "Products".14 votesGreetings from Zoho Subscriptions!
This follow-up is to inform you that we’ve been hearing your reviews and as per your request Custom User Roles is now available in Zoho Subscriptions.
With this feature, you can create custom roles and assign them to users. For example, you can create a role for your accountant or salesperson and give them only specific access to the modules inside Zoho Subscriptions.
Refer the link to know more https://www.zoho.com/subscriptions/help/set-users.html#custom-roles.
Please give it a try and send us your feedback.
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iOS app for Zoho Subscriptions
iOS app for Zoho Subscriptions
13 votesiOS application is now available in App Store and you can search for “Zoho Subscriptions” and download it. The application which we have released is the first version and we will make sure to update it periodically. For now, it has almost the most used features like Reports, Notifications and Settings.
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Automatic Currency Update
Allow automatic currency feeds in Subscriptions like they are in Books and Invoice.
12 votesNow, Zoho Subscriptions allows you to automatically fetch the exchange rates for all the currencies that you have been added in your organisation. Follow the steps to enable this feature:
1. Click on the Gear icon on the top right corner and go to the Currencies section.
2. Click on the Enable exchange rate feeds button to enable this feature.
3. Confirm your action by clicking on OK button in the pop-up that follows.
4. Now whenever you create a transaction for an overseas customers with different currency, exchange rate will be automatically fetched and applied.
If you wish to disable this feature at point of time, go to the currencies section again and click on the Disable exchange rate feeds button. If you have any queries, kindly drop us mail to support[at]zohosubscriptions.com -
"Roles" in subscription
Option to create different "Roles" for users.
For instance, there is only two roles in this module (Admin y Staff). we need to create a different access option to a user for Subscription module, for instance, he can see "Dashboard" but not be able to see "Products".6 votesGreetings from Zoho Subscriptions!
This follow-up is to inform you that we’ve been hearing your reviews and as per your request Custom User Roles is now available in Zoho Subscriptions.
With this feature, you can create custom roles and assign them to users. For example, you can create a role for your accountant or salesperson and give them only specific access to the modules inside Zoho Subscriptions.
Refer the link to know more https://www.zoho.com/subscriptions/help/set-users.html#custom-roles.
Please give it a try and send us your feedback.
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Android app for Zoho Subscriptions
There seem to be Android/iOS apps for all of Zoho's other services but there isn't one for Subscriptions yet. I feel like it'll happen eventually but I wanted to voice my interest/need/support for it to be developed!
3 votesiOS application is now available in App Store and you can search for “Zoho Subscriptions” and download it. The application which we have released is the first version and we will make sure to update it periodically. For now, it has almost the most used features like Reports, Notifications and Settings. And as of now we don’t have Android application. We’ll keep you posted.
UPDATE (29/08/18):
The Android application is now available in Google Play Store and you can either search for ‘Zoho Subscriptions’ or you can use this link https://play.google.com/store/apps/details?id=com.zoho.zsm to download it.
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