Kaizen #73 - Portal #APIs [Part II]
Hi everyone! Welcome back to another week of Kaizen!
In continuation to our previous post on Portal APIs in Zoho CRM, we will discuss more on user groups and users this week.
Let us consider the case of the automobile industry. In such a case, you may need to give portal access to more than one user type, such as customers, employees, and partners.
With user types, each user will have access to the information that is most relevant to their role. For example, when you give your customers portal access, they can book services, view and update their service schedules. Your partners or employees with portal access can view customer behaviours, sales date, etc.
Create a User Type via API
Using this API, you can create a user type for a portal you have already created.
Request URL: {api-domain}/crm/v4/settings/portals/<portal_name>/user_type
Request Method: POST
Scope: ZohoCRM.settings.clientportal.ALL/CREATE
Input Keys
Key | Description |
name : string, mandatory | Name of the user type. |
personality_module : string, mandatory | The module api name for which the user type is to be configured. |
active : Boolean, optional | Represents whether the user type is active or inactive. The default value is false. |
modules : JSONArray, mandatory | The JSON array containing keys that describe the user type's settings for different modules that are linked to the personality module through look up or multi-lookup fields. |
modules.layouts.id : Number, mandatory | The layout the user type should be able to access. |
modules.permission : key value pairs, mandatory | Boolean key-value pairs that represent the permissions you want the users to have in the module. The possible keys are view, edit, create. |
modules.views : JSONObject, mandatory | The custom view or canvas view to display the records for the user type. |
modules.id: Number, mandatory | The related module id. |
modules.shared_type : String, mandatory | Represents whether the module is a private or public module. |
modules.filters : JSONObject,mandatory | Field id, by which the module record can be filtered for the user type. |
modules.fields : JSONArray, mandatory | Field permissions for the user type with read_only (Boolean), api_name(field API name) and id of the each field to be configured for the module. Note that if any of the fields in the layout is marked mandatory, they cannot be read-only in the portal. |
For example, the following request creates the user type Customer for the ZylkerAutos portal, with view permission to the service module.
Sample Request:
Sample Input:
{ "user_type":[ { "name":"Customer", "personality_module":{ "api_name":"Customer" }, "active":true, "modules":[ { "layouts":[ { "id":"1306462000000095055" } ], "permissions":{ "view" : true }, "views":{ "id":"1306462000000091501", "type":"custom_view" }, "filters": null, fields": [ { "id": "18936550000000063924", "read_only": false } ], "id":"1306462000000000125", "shared_type":"private" }, { "layouts": null, "views": null, "filters": null, "permissions":{ "view":true }, "id":"1306462000000000147", "shared_type":"private" } ] } ] } |
Sample Response
{ "user_type": [ { "code": "SUCCESS", "details": { "id": "1306462000001856005" }, "message": "user type created successfully.", "status": "success" } ] } |
Update User Type via API
Suppose your automobile dealership firm decides to expand your online booking system to allow customers to schedule test drives, in addition to service appointments. In this case, the dealership may need to update the Customer user type to include the ability to book test drives. You can use the Update User Type API to make such updates.
Request URL : {api-domain}/crm/v4/settings/portals/<portal_name>/user_type/<user_type_id>
Request Method : PUT
Scope : ZohoCRM.settings.clientportal.ALL/UPDATE
Input Keys:
| Key | Description |
| name : string, optional | Name of the user type. |
| personality_module : string, optional | The module api name for which the user type is to be configured. |
| active : Boolean, optional | Represents whether the user type is active or inactive. The default value is false. |
modules : JSONArray, optional | The JSON array containing keys that describe the user type's settings for different modules that are linked to the personality module through look up or multi-lookup fields. |
| modules.layouts.id : Number, optional | The layout the user type should be able to access. |
modules.permission : key value pairs, optional | Boolean key-value pairs that represent the permissions you want the users to have in the module. The possible keys are view, edit, create. |
modules.views : JSONObject, optional | The custom view or canvas view to display the records for the user type. |
modules.id: Number, optional | The related module id. |
modules.shared_type : String, optional | Represents whether the module is a private or public module. |
modules.filters : JSONObject, optional | Field id, by which the module record can be filtered for the user type. |
modules.fields : JSONArray, optional | Field permissions for the user type with read_only (Boolean), api_name(field API name) and id of the each field to be configured for the module. Note that if any of the fields in the layout is marked mandatory, they cannot be read-only in the portal. |
For example, the following request updates the Customer user type's access to the Service module.
Sample Request
https://www.zohoapis.com/crm/v4/settings/portals/ZylkerAutos/user_type/1306462000001856005
Sample Input
{ "user_type":[ { "modules":[ { "permissions":{ "edit":true, "create":true }, "id":"1306462000000000125", "shared_type":"private" } ] } ] } |
Sample Response
{ "user_type": [ { "code": "SUCCESS", "details": { "id": "1306462000001856005" }, "message": "Portal user type updated successfully.", "status": "success" } ] } |
Delete User Type via API
Let us consider the case where your company had a user type for suppliers in its portal but has decided to handle supplier management through a separate system. In this case, you would need to delete the supplier user type from the portal to simplify user management and ensure that only the necessary users have access to the portal.
Request URL: {api-domain}/crm/v4/settings/portals/<portal_name>/user_type/<user_type_id>
Request Method: DELETE
Scope: ZohoCRM.settings.clientportal.ALL/DELETE
For example, the following request deletes the supplier user type from the ZylkerAutos portal.
Sample Request
Sample Response
{ "user_type": [ { "code": "SUCCESS", "details": { "id": 1306462000001857564 }, "message": "Portal user type deleted successfully.", "status": "success" } ] } |
Please note that you cannot delete a user type with users. You should transfer the users to another portal before deleting the user type.
Transfer User to another User Type
There may be scenarios where you have to transfer a user from one user type to another. For instance, if a customer is upgraded to premium level which offers additional services, you might need to transfer the customer to a new user type that includes these features. Also, if you ever have to delete a user type, you need to transfer the users in that user type to another one.
Request URL: {api-domain}/crm/v4/settings/portals/<portal_name>/user_type/<user_type_id>/users/action/transfer
Request Method: POST
Scope: ZohoCRM.settings.clientportal.ALL/UPDATE
Parameters
Parameter | Description |
transfer_to : string, mandatory | The id of the user type to which you want to transfer the users. |
personality_ids : string, mandatory | comma separated list of ids of the users you want to transfer. |
Sample Request
Sample Response
{ "users": [ { "code": "SUCCESS", "details": { "personality_id": "1306462000000659009" }, "message": "User has been transferred successfully", "status": "success" } ] } |
You can transfer up to 200 users in one API call. If there are more than 200 users to be transferred, a job will be scheduled.
Change Status of a User
If you want to change the activate or deactivate a user, you can do so using this API.
Request URL: {api-domain}/crm/v4/settings/portals/<portal_name>/user_type/<user_type_id>/users/<user_id>/actions/change_status
Request Method: PUT
Scope: ZohoCRM.settings.clientportal.ALL/UPDATE
Parameters
Parameter | Description |
active : Boolean, mandatory | To mention whether to activate or deactivate the user. |
The following request changes the status of the user to inactive.
Sample Request
Sample Response
{ "change_status": [ { "code": "SUCCESS", "details": { "personality_id": "1306462000000665004" }, "message": "Status of the user changed successfully.", "status": "success" } ] } |
Delete User from Portal
There may be times when you want to delete a user from a portal to prevent unauthorized access. You may use the Delete User from Portal API to do this.
Request URL: {api-domain}/crm/v4/settings/portals/<portal_name>/user_type/<user_type_id>/users
Request Method: DELETE
Scope: ZohoCRM.settings.clientportal.ALL/DELETE
Parameters
| Parameter | Description |
| personality_ids : string, mandatory | Comma separated ids of the users you want to delete from the portal. |
Sample Request
Sample Response
{ "users": [ { "code": "SUCCESS", "details": { "personality_id": "1306462000000659009" }, "message": "Portal user deleted successfully.", "status": "success" } ] } |
Please note you can delete up to 499 users from a portal synchronously. If you want to delete 500 or more users, a delete job will be scheduled.
We hope you found this post useful, and that it has given you a better understanding of the Portal APIs. See you next week with another useful topic.
If you have any questions or feedback, please let us know in comments below, or write to us at support@zohocrm.com. We would love to hear from you!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anu Abraham
Sticky Posts
Kaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regexAdding a new section to the related details sidebar when creating a new ticket.
Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referringJWT Token authentication problem that sometimes generates infinite redirect loops
Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucleZoho desk desktop application
does zoho desk has a destop applicaion?No funcionan correctamente el calculo de las horas laborales para informe de tickets
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos deHow do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapilZOHO Work Drive Back Up
I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. MarkScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itRecruit API search
Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",Manage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissionsSaving reading position + Keep screen on
While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.Zoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Android app sync problem - multiple devices have same problem
Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and theHow can i resend a campaign to only one of the recipients on the original campaign
How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, MikeNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedHow to show branch instead of org name on invoice template?
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is convertedMarketing Automation Requirements Questions
I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one dripSharing URLs and direct access
Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendlyhow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)
Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’mCan a project be cloned?
Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, andTimesheet Tasks in Zoho Books: associate to service item
How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When theWhy Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to StaticTask/Activity indicator in SalesPipeline overview has disappeared
I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'
As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.Zoho Desk Android app update: Table view for All Departments view, custom button
Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sortedWhat's New - December 2025 | Zoho Backstage
In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control acrossNeed code format to specify default values
Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanA Roundup of Zoho Sprints 2025
Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin
We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templatesSorting Custom Date in API isn't working w pagination limit
How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='SAP Business One(B1) integration is now live in Zoho Flow
We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integrationEnhancement in Role and Profile mapping of agents in Sandbox
Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalDecimal places settings for exchange rates
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR requireZoho removed ability to see all Scheduled Reports!
If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!! This should be a setting for admins to control. This is a bad update.Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this featureNext Page