Organization setup allows you to edit profile, change portal owner and url, backup up all your project data, configure business hours and provide ZSC key to import your contacts and users from other Zoho services into Zoho Projects.
Click Setup at the top right corner, and then click Org Settings. Configure your portal configuration and save. Configure your business hours and holidays, timesheet billing and approval, and rename the bugs tab.
You can edit your portal profile and save. Click Org Settings, and then click Portal Configuration, to access your portal configuration.
You can now set date formats, business hours / days and holiday list for your company, to help you precisely calculate the project deliverables. And you can accurately calculate the task duration based on the actual number of hours or days.
Configure the holiday and save, so that you can accurately calculate your business hours.
Select and setup your default billing and approval status for timesheet. Click Org Settings, and then click Portal Configuration, to access your portal configuration.
You can rename the bugs tab based on your preference.
You can change your portal URL. And the new portal name will reflect in your portal URL. No special characters are allowed in portal URL. Click Org Settings, and then click Portal Settings, to access your portal settings.
You can change your portal owner. Click Org Settings, and then click Portal Settings, to access your portal settings.
Only users with Admin role will be listed in the Select New Portal Owner drop-down. This updates the new portal owner. Portal Owner change is enabled only for paid plans.
Databack up is an option to take a personal copy of your entire portal data and safeguard for future use.
A scheduler will trigger your backup process and it takes a few minutes. After backing up your data, an email is sent along with a link to download the backup data as a ZIP file
ZSC key is used to access Zoho Projects modules in other services. The generated key and email id should be provided to other services. In addition, with the ZSC key you can import your contacts stored in other Zoho services. Click Org Settings, and then click Portal Settings, to access your portal settings.
You need to click Regenerate Key. When you click regenerate the ZSC Key, it will delete the existing key and will regenerate a new one. So after regenerating, you need to provide this new key for your needs.