Web Tabs

Web Tabs are similar to browser tabs, but you can access them within Zoho ERP. Instead of switching between different applications at work, you can access everything from one place. Web Tabs use embed or publish URLs provided by websites or applications and display them within Zoho ERP.

This helps your team work from one place without switching between multiple browser tabs or applications. The admins can also control permissions by assigning access to specific users or roles.

Understanding Web Tabs

You can use Web Tabs in many ways based on your business needs. For example, if you manage multiple organizations in Zoho ERP and use Zoho Analytics to create custom reports across multiple Zoho ERP organizations, you can add the report’s publish URL as a web tab. This lets managers and teams view insights directly inside Zoho ERP.

Or, if you use Zoho Creator to manage custom workflows, you can embed the app using its URL and access it as a web tab. This eliminates the need to open the app in a separate browser tab.

Note that:

• Web Tabs only support HTTPS web pages. If your web pages use HTTP, Zoho ERP will not open it in a web tab.
• Some websites or applications may not open in Web Tabs because they block embedding in other applications. These restrictions help prevent security risks like clickjacking.
• Web Tabs do not link to any modules in Zoho ERP and do not affect your data in any way.

Create Web Tabs

To create a new tab:

• Go to Settings.
• Under Organisation Settings, select Web Tabs under Customisation.
• In the next page, click + New Web Tab in the top right corner.
• In the New Web Tab pop-up, fill in the following fields:
  • Tab Name: Enter the name for the web tab.
  • URL: Enter the URL you want to open inside Zoho ERP.
  • This URL belongs to a Zoho app or website: Select this option if you’re creating a web tab for a Zoho app or Zoho website.
  • Visibility: Choose who can access this web tab in your organisation. The available options are:
    • Only Me: Only the user who created this web tab can access it.
    • Only Selected Users & Roles: Only specific users and roles in your organisation can access the web tab. If you choose this preference, select the required roles and users.
    • Everyone: All the users who belong to this organisation can access the web tab.
• Click Save.

The web tab will be created, and you can view it on the left sidebar in your Zoho ERP organisation. Based on chosen preferences, the users in your organisation can view and access the web tab.

To access the web tab, go to Web Tabs on the left sidebar, and select the web tab you want to view.

Web Tabs - Operations

Edit Web Tabs

You can edit a web tab to update its name, change the URL, or change the visibility preferences. This lets you keep your web tabs updated in Zoho ERP. To do this:

• Go to Settings.
• Under Organisation Settings, select Web Tabs under Customisation.
• In the next page, hover over the web tab, click the dropdown icon and select Edit.
• In the pop-up that appears, make the required changes.
• Click Save.

The web tab will be updated.

Mark Web Tabs as Inactive

If you don’t want to use the web tab for now, you can mark it as Inactive. This keeps the web tab available in Zoho ERP without permanently removing it. When required, you can mark it as Active without losing its settings. To do this:

• Go to Settings.
• Under Organisation Settings, select Web Tabs under Customisation.
• In the next page, hover over the web tab, click the dropdown icon and select Mark as Inactive.

The web tab will be marked as Inactive. To mark it as Active again:

• Go to Settings.
• Under Organisation Settings, select Web Tabs under Customisation.
• In the next page, hover over the web tab, click the dropdown icon and select Mark as Active.

The web tab will be marked as Active.

Delete Web Tabs

If you no longer want to access a web tab, you can permanently delete it. Here’s how:

• Go to Settings.
• Under Organisation Settings, select Web Tabs under Customisation.
• In the next page, hover over the web tab, click the dropdown icon and select Delete.
• In the confirmation pop-up, click OK.

The web tab will be deleted.