Managing portal users | Zoho Creator Help

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:
  1. Click Portal under the Deploy section.

  2. A list of portals will be displayed. Click on the required portal.

  3. The list of existing portal users will be displayed under the Portal Users section with the count of total users in the portal in brackets. By default the list contains only approved portal users.

  4. Select customers to assign them a different permission or to delete them.

  5. A drop down list will expand when you click Approved. The list contains three options: ApprovedPending, and Unconfirmed.

  6. Select Pending to view the list of customers whose approval requests are pending confirmation.
  7. Select a pending customer to approve or delete.
  8. Select Unconfirmed to view the list of customers who are yet to accept the invitation to join the customer portal.
  9. Select a portal user to re-invite or delete.


    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 ...
                                                                                                          • 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 ...
                                                                                                            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