Access Member Portal

Access Member Portal

The member portal contains an access control list, where you can specify which members can view restricted pages and/or files from your website. Once the Member Portal is set up, you can add members by enabling registration or inviting them to join.
1. Enable Member Portal toggle if you wish to activate this feature.
2. Enable  Sign up if you want your customers to have an account at your store.
3. Sign in can happen two ways:
  1. Default Portal: Sign-in will happen only from a default sign in page.
  2. SAML: Customers can sign in using their social media accounts.
4. Enable email notification toggle if you wish to receive an email for every sign up that happens at your store.


5. Select the required fields from the list to collect sign up information from your customer.
6. Click Save.



    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training



                      Zoho DataPrep Resources

                        Zoho DataPrep Demo

                        Get a personalized demo or POC

                        REGISTER NOW


                          Design. Discuss. Deliver.

                          Create visually engaging stories with Zoho Show.

                          Get Started Now











                                              • Related Articles

                                              • Member Portal - Restriction

                                                You can restrict the users accessing your store.  This way customers will be able to see your store after they login into their accounts with your store. 1. Go to Settings > Member Portal under General. Select Restriction from the left panel. 2. Move ...
                                              • Member Portal - Members

                                                All the members, who have signed up to your store will be listed here. You can invite and export this list for your convenience. 1. Go to Settings > Member Portal under General. Select Members from the left panel. 2. Choose between Members or Pending ...
                                              • Member Portal - Sender Email

                                                The email address from which your customers receive an email from your store is extremely important. The email should be recognisable to your customers and shouldn’t sound like spam. To avoid being sent into the spam folder, choose an email address ...
                                              • Debug Access

                                                Go to Site Settings >  Debug Access under General. Click Enable Debug Access to provide customer support team the required access to edit your site incase of a reported bug or issue.
                                              • Customers

                                                The Customers section of the product lists all the customers who have bought from the store and left their details. These details are necessary to identify unique customers, whether they are active or inactive, and possibly include them on email ...

                                              Resources

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                              Webinars

                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                              CRM Tips

                                              Make the most of Zoho CRM with these useful tips.



                                                Zoho Show Resources