Export portal users | Zoho Creator Help

Export portal users

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

What does this page cover?

On this page, you'll learn how to export users in your portal.
We recommend that you to refer to Understand portal users before proceeding.

Availability

  1. You will only be able to use this feature if you are on a paid plan.
  2. Users in Portals can be exported and managed by the super admin and admins.

Export Users in Portals in Creator

Steps to configure

To export users in portals:
  1. Navigate to Portal in the left pane and select the portal you want to export users from.
  2. Click Export.
  3. Select the permission based on which the users can be filtered.
  4. You can also filter users based on their status.
    1. All: This list includes all users of a portal.
    2. Approved: The list of users who have signed up a restricted portal and got approved by an admin.
    3. Pending: The list of customers whose approval requests are pending confirmation.
    4. Unconfirmed: The list of customers who are yet to accept the invitation to join the customer portal.
  5. Select the required format in which the users list will be exported.
  6. Click Export. The users will be exported and saved.
The list of users in the exported file will contain the email address of user and their permission.
It will be displayed in the following format:

    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  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

                                                                                                          • Import portal users

                                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To import portal users: Click Portal under the Deploy section. A list of portals will be displayed. Click on the portal to ...
                                                                                                          • Understand portal users

                                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Portal users are external users of the Zoho Creator portal. These users include customers, suppliers, etc. who are not ...
                                                                                                          • Delete portal users

                                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To delete portal users from a portal: Click Portal under the Deploy section. A list of portals will be displayed. Click on ...
                                                                                                          • Add portal users

                                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Note: You can monitor the total count of portal users along with the add-ons you have purchased in the Billing page. To add ...
                                                                                                          • Managing portal users

                                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To manage the users of portal: Click Portal under the Deploy section. A list of portals will be displayed. Click on the ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              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