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 #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 #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
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
Auto-upload Creator Files to WorkDrive
Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—toKPI Widget dashboard select periods
I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selectsUnattended Access on Android without Play Store
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollmentCan no longer upload my own Notebook cover
I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did thisSearch in Zoho Community Not Working
I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.Kaizen #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 achievedWorkdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaThe Social Wall: September 2025
Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, theAdd a Way to Duplicate Cards in the Same Canvas (Retain All Settings)
Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.In arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedMarket cap
Market cap formula?? Kaise nikaleZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Option to Customize Career Site URL Without “/jobs/Careers”
Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving toSOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET
TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHOGoogle enhanced conversions not working
Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setupNeed Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it
Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs toDirect Integration Between Zoho Cliq Meetings and Google Calendar
Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not justCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsZoho Desk - Cannot Invite or Register New User
Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to processZoho sheet
Unable to share zoho sheet with anyone on internet with editer option only view option is showAllocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which couldMail and OS
Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a userPersonal account created under org account
Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organizationAdd another account
How to add another mail account to my zoho mail.Recover deleted user
Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.No connection to the server
Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek OlbrysURGENT: Business Email Disruption – SMTP Authentication Failed
Dear Zoho Support, I am writing to escalate a critical issue with my business email account: 📧 marek@olbrys.de My domain olbrys.de is fully verified in Zoho (MX, SPF, DKIM, DMARC all valid – green status). I am using the correct configuration: smtp.zoho.euEmails missing from desktop but visible on phone
Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.Website Hosting
Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,Can not search zoho mail after update V.1.7.0
i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) availableHow to retreive the "To be received" value of an Item displayed in Zoho inventory.
Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not evenAdd Support for Authenticator App MFA in Zoho Desk Help Center
Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,Payment on a past due balance
Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be usedInstant Sync of Zoho CRM Data?
With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there areKaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile
Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDKRemove "Invalid entries found. Rectify and submit again" modal
Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom errorValidation function not preventing candidates under 18 or over 30 from submitting the web form
Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.Remember all the ways we've posted?
The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digitalCustom domain issue
I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notifiedNext Page