Table of Contents > How To > How To - Settings

How To - Settings

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  • How to change the portal skin/theme ?

    To change the portal skins/theme,

    1. Click Settings link on the top right corner of the window.
    2. Select the required skin.
  • How to change language for the portal?

    To change the language,

    1. Click Settings link on the top right corner of the window.
    2. Click Language button.
    3. Select the required language from the drop down and click Update Language Settings button.
  • How to change the personal profile details ?

    To change your personal profile details,

    1. Click Settings link on the top right corner of the window.
    2. Click Profile button.
    3. Enter your profile details and click Update Profile details.
  • How to change the password ?

    To change your existing password,

    1. Click Settings link on the top right corner of the window.
    2. Click Password button.
    3. Enter your old password, new password and retype your new password to confirm your password.
    4. Click Change Password button.
  • How to upload my photo ?

    To upload your photo,

    1. Click Settings link on the top right corner of the window.
    2. Click photo button.
    3. Click Change Photo link.
    4. Browse the required photo and click Upload Photo button.

    Note:
    • Supported file formats are jpeg/gif/png/jpeg
    • File size should be less than 500KB
    • Preferred size of an image is 120 x 120 in pixels.
  • How to change the company profile ?

    To change the company profile,

    1. Click Settings link on the top right corner of the window.
    2. Click Company Settings tab, enter the company profile details.
    3. Click Update Profile button.
  • How to change date/time format ?

    To change the date/time format,

    1. Click Settings link on the top right corner of the window.
    2. Click Company Settings tab.
    3. Click Date Format Settings button.
    4. Select the required date and time format.
    5. Click Update Format Settings button.
  • How to change the company logo ?

    To change the company logo,

    1. Click Settings link on the top right corner of the window.
    2. Click Company Settings tab.
    3. Click Logo button.
    4. Click change logo link.
    5. Browse the required logo and click Upload Logo button.

    Note:
    • Logo size should be 130 x 50 in pixels.
    • Supported file formats are jpg/gif/png/jpeg.
    • File size should be less than 500 KB.
  • How to change the powered by logo ?

    To change the powered by logo,

    1. Click Settings link on the top right corner of the window.
    2. Click Company Settings tab.
    3. Click Powered by Logo button.
    4. Click change power logo link.
    5. Browse the required photo and click Upload Power Logo button.

    Note:
    • Powered By Logo size should be 52 x 19 in pixels.
  • How to add user to an organization ?

    To add user to an organization,

    1. Click Settings link on the top right corner of the window.
    2. Click People View tab and click Add User button.
    3. Enter email address, select the user role and the projects to which the user has to be added.
    4. Enter personal note, if required.
    5. Click Add User button.
  • How to send message to organization members ?

    To send message,

    1. Click Settings link on the top right corner of the window.
    2. Click People View tab and click Send Message button.
    3. Enter the subject name, message and select the users from the list.
    4. Click Send Message button.
  • How to edit organizational role for an existing user ?

    To edit the organizational role,

    1. Click Settings link on the top right corner of the window.
    2. Click People View tab.
    3. Click Edit icon shown to the right of the required user.
    4. Select the required company role and click Update Profile button.
  • How to delete user from an organization ?

    To delete an user from the organization,

    1. Click Settings link on the top right corner of the window.
    2. Click People View tab.
    3. Click Delete icon shown to the right of the required user.
    4. Click OK button from the alert message box.
  • How to add client company to an organization ?

    To add client company,

    1. Click Settings link on the top right corner of the window.
    2. Click Client View tab and click Add Client button.
    3. Enter client company name and select the projects to which the client company has to be added.
    4. Click Add Client button.
  • How to add client user to the client company ?

    To add client user,

    1. Click Settings link on the top right corner of the window.
    2. Click Client View tab and click Add Client User icon.
    3. Enter the email address of the client user.
    4. Click Add Client User button.
  • How to edit client company profile ?

    To edit client company profile,

    1. Click Settings link on the top right corner of the window.
    2. Click Client View tab.
    3. Click Edit icon shown to the right of the required client company name.
    4. Edit the client company profile and click Update Profile button.
  • How to edit client user profile ?

    To edit client user profile,

    1. Click Settings link on the top right corner of the window.
    2. Click Client View tab.
    3. Click Edit icon shown to the right of the required client user.
    4. Edit the client user profile and click Update Profile button.
  • How to delete client company ?

    To delete a client company,

    1. Click Settings link on the top right corner of the window.
    2. Click Client View tab.
    3. Click Delete icon shown to the right of the required client company.
    4. Click OK button from the alert message box.
  • How to delete client user ?

    To delete a client user,

    1. Click Settings link on the top right corner of the window.
    2. Click Client View tab.
    3. Click Delete icon shown to the right of the required client user.
    4. Click OK button from the alert message box.
  • How to create a task template ?

    To create a task template,

    1. Click Settings link on the top right corner of the window
    2. Click Task Template tab.
    3. Click New Task List Template button.
    4. Enter the Task list name and click Add Task List Template button.

30 Comments  Show recent to old
dmitch, 303 - days ago   

How do I change my email address?

uprasanna, 303 - days ago   

@dmitch,

Log on to your Zoho account (https://accounts.zoho.com) and click on the 'My Email IDs' link present on the left panel.

Click "Edit" link to the right of the email address, change your email address and click "Save" button to successfully change the email address.

addisonhoa, 298 - days ago   

I uploaded a logo, then uploaded a newer one. But once I log out, it defaults back to the original one I uploaded. Is there a way to change to a new logo and have it save that way?

uprasanna, 297 - days ago   

@addisonhoa


To upload a logo, click 'settings' link on the top right corner --> click 'company settings' --> click 'Logo' and change the required logo.


Once done the uploaded logo will persist until the portal owner or administrator changes the logo. Please check once again and keep us updated about the same.

iwdadmin, 294 - days ago   

how do I change the portal owner?

uprasanna, 294 - days ago   

iwdadmin,

Its not possible for you to change the portal owner as the portal owner changes are done in our side.

Add the required user as administrator in the portal and then mail the user's email address to support[at]zohoprojects[dot]com, so that we can do the portal owner change.

Follow the steps mentioned above in this page to edit the user's role (How to edit organizational role for an existing user?) as administrator in the portal.

mapadigital, 289 - days ago   

How do I change my login name?

uprasanna, 289 - days ago   

@mapadigital


Its not possible to change the login name. This is because login name is an unique string that is mapped across all other Zoho Services(except Zoho CRM) as most of the Zoho Products are under single sign-on.


Single sign-on is the ability to login into different products with the same user name and password.

simonbolz, 288 - days ago   

How do I change my portal URL? I need a different URL since I will be changing from a test account to an actually paid plan...

simonbolz, 288 - days ago   

Also, if I do not want to log in via Google, what is my username and password? The Google info doesn't work...

uprasanna, 288 - days ago   

Send your existing portal URL and newly required portal URL to support[at]zohoprojects[dot]com, so that we can do the portal URL change.

NOTE: No special characters allowed in portal URL.

jeffcprice, 288 - days ago   

I'm trying to change the date format in my Zoho Project to mm/dd/yyyy instead of dd/mm/yyyy.


I followed the insturctions above, but there is no such "Date Settings Button"


Here are the instructions I'm referring to:


"How to change date/time format ?


To change the date/time format,



Click Settings link on the top right corner of the window.

Click Date Format Settings button.

Select the required date and time format.

Click Update Format Settings button."

uprasanna, 288 - days ago   

@jeffcprice

Click 'settings' link --> click 'company settings' tab --> click 'Date and time Format' button --> select the required date and time format --> click update format settings buttons.

sofia_maia, 274 - days ago   

I put a picture in my profile, like my colleagues, but we cant see the pictures of each other. Why is that?

amanda_findology, 273 - days ago   

Is there any way to send links to someone so that they can find something? All the urls say login.do. I can't bookmark a page.

uprasanna, 269 - days ago   

@amanda_findology


Zoho Projects is fully based on Ajax functionality. Becasue of this functionality all the URLs will be login.do and bookmarking a page is not possible.

ivanseven3, 238 - days ago   

Is it possible to change the Portal URL after you set one up? Our company is changing names for collaboration. Thanks.

uprasanna, 238 - days ago   

@ivanseven3,


Yes, it is possible to change the portal URL. Send your existing and newly required portal URL to support[at]zohoprojects[dot]com, so that we can do the portal change, if available.


Note: No special characters allowed in the portal URL.

scottgranneman, 230 - days ago   

Is there any way to order Task List Templates? Right now, they're in reverse chronological order, but I'd really like to be able to sort them, either by dragging them, or setting them alphabetically.

uprasanna, 230 - days ago   

@ scottgranneman,

Currently, re-ordering task list template is not possible. But the tasks inside a task list template can be re-ordered.

We will analyze this feature (reorder task list template) and consider providing the same in future as per the priority.

Guest, 223 - days ago   

When a client user is created ... do they get portal access? Their invite email says to refer to another email for their password ... but as far as I can tell there is no other email with a password !

Matthew Raymer (Guest), 223 - days ago   

When a client user is created ... do they get portal access? Their invite email says to refer to another email for their password ... but as far as I can tell there is no other email with a password !

despinalmiguel@hotmail.com+(Guest), 216 - days ago   

I want set up my work calendar only with the work days, i want to mark then unwork days as the weekens holy days, etc.... how can i do ....


Thanks


MIGUEL ANGEL JIMENEZ

kierlm, 212 - days ago   

I'd like to set up a "view only" user. Is his possible?

anil_baddi_webmandir (Guest), 207 - days ago   

I create a task and in the duration, I need to put information on the BILLABLE / BUDGETED hours ... How can I do this ?

Also, when the team enters the timesheet, and mention the task, any variance needs to be reflected based upon the TASK BUDGETED HOURS.

This feature would help manage PROJECT-BUDGET / COST $$ .

Please help.

uprasanna, 207 - days ago   

@kierlm,

As of now setting up "View only" user role is not possible. Apart from viewing, a user can edit/update/delete the tasks that are assigned to him/her.

Chris Grey (Guest), 203 - days ago   

Two of my users keep getting asked to confirm their credentials when logging in. What do they need to do? They seem to have followed the same process as everyone else but they are the only ones being asked this.


Thanks.

Guest1 (Guest), 198 - days ago   

Uploading the logo doesn't work. It shows a broken image. Even if I save the zoho logo and replace with my logo using the same file name. The image appears broken. I used jpg and gif and none work. I also made sure the size was correct.
This happens only with the logo on the upper left. The one on the bottom right "powered by" works OK.

uprasanna, 194 - days ago   

Chris Grey,

Sorry that two of your users are asked to confirm their credentials.

To confirm the credentials, please ask your users to login to http://accounts.zoho.com --> click "My Email IDs" option --> click "resend confirmation mail" icon to the right of email address.

uprasanna, 194 - days ago   

Guest1,

Uploading logo and powered by logo is working fine. Please try uploading logo (refresh the browser once after uploading the logo) and check whether the same problem exists or not.

If the same problem persists, please let me know for further assistance.

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