This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version.

1. What does this page cover

3. Setting up portal users

3.1. Portal user addition/import flow

3.2. Add portal users

1. Click Portal under DEPLOY in the left pane of the dashboard after you sign in to your Creator account.

4. Enter the email addresses in the Users field and select an appropriate permission set for them from the Permission dropdown. The default permission set selected while creating the portal will be assigned here by default, which can be changed according to your preference.

Note:

1. The maximum number of five portal users can be added at once. To add them in bulk, use the Import option.
2. You can create multiple permission sets for an application from within its Settings page. Learn more
   

1. Portal User Addition Failure/Partially Successful - A User Addition Summary popup will display the number of successful additions from the entered email addresses and a brief of the failures along with reasons.
   
2. Portal User Addition Successful - The portal users will have been successfully added. 
   

Note: The portal user will receive an email invitation containing a link to set up the password for their account. The password:

1. Should have a length between 8 to 250 characters.
2. Cannot be the same as the username.
3. Should have at least one number, special character, upper case, and lower case letters.
   

3.3. Import portal users

1. Click Portal under DEPLOY in the left pane, after you sign in to your Creator account.

Note:

1. The supported file types for the input file are XLS, XLSX, CSV, and TSV.
2. A maximum of 500 portal users can be imported at once.
   

5. Select an appropriate portal permission set from the Permission dropdown. All imported portal users will be assigned with this permission set upon addition.

Note: Initially, the default permission set selected while creating the portal will be assigned here. It can be changed according to your preference.

1. Portal User Import Failure/Partially Successful - A Portal Users Import Summary email displaying the number of successful additions from the input file and a brief of the failures along with reasons.
   
2. Portal User Import Successful - The portal users will have been successfully added to the portal.

Note: The portal user will receive an email invitation containing a link to setup the password for their account. The password:

1. should have a length between 8 to 250 characters.
2. cannot be the same as the username.
3. should have at least one number, special character, upper case, and lower case alphabet.
   

4. Manage portal users

4.1. Filter portal users

1. Name using the Search bar: Enter your search keyword in the Search bar provided above the list of portal users. The filtration will work based on portal users' names.
   
2. Status using the Dropdown: 
   
1. Approved - This is the list of portal users who have signed up for a portal and have been approved by an admin. It also enlists portal users who have accepted the access invitation sent by the admin.
2. Unconfirmed - The list of portal users who have signed up for a portal and are pending confirmation by the admin.
3. Pending - The list of portal users who are yet to accept the invitation sent by an admin, to join the portal.
   

4.2. Export portal users

4.3. Change permission set

1. Individual Portal User : Click the dropdown of the Permission column for the relevant user. Select the required permission from the dropdown.
   
2. Group of Portal Users : Tick the checkboxes present on the left side of the portal users. Choose the new permission set from the Select dropdown situated above the list of portal users.
   
3. All Portal Users in Current View : Tick the checkbox present to the left of Name to select all 10 portal users displayed in the current view. Choose the new permission set from the Select dropdown situated above the list of portal users.
   

4.4. Delete portal users

1. Individual Portal User : Hover over the required portal user and click the bin () icon that appears at the end of that row to remove them.
   
2. Group of Portal Users : Tick the checkboxes present on the left side of the portal users. Click Delete above the list of portal users to remove them.
   
3. All Portal Users in Current View : Tick the checkbox present to the left of Name to select all 10 portal users displayed in the current view. Click Delete above the list of portal users to remove them.
   

5. Points to note

1. The limit of portal users that can be added to all your portals combined, depends on the add-on you've chosen with your plan. They will not be counted as internal users.
2. You can monitor the current and total count of portal users you have purchased in the Billing page.
   
3. If a portal user is added to two different portals of the same Creator account, both additions are counted in the portal user limit.
4. When you're upgrading your Creator account, you can purchase the add-on, which allows you to add up to 500000 portal users to your portal. To add more than 500000, please contact support at support@zohocreator.com.
5. If you've configured SAML authentication for a public portal, portal users who sign up for the portal will be directly listed as confirmed portal users in the Portal User tab.

6. Related topics

1. Understand Portal Users
2. Understand Portals