Understand portal users | Zoho Creator Help

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 employees in the organisation. You can add portal users individually or import customers in bulk. Once added, they will be sent an invitation to register for the portal. Once a portal user receives an invite, they need to visit the customer portal and sign up for it. Portal users can be given specific permissions by the admin, which helps give them access to the sections that are relevant to them instead of all the sections of the portal. Your users can log in to your dedicated portal, access applications shared to them, and submit data.


    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

                                                                                                      • Understand portal

                                                                                                        This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. A Portal is a great way for an organization to allow its external users to log in to their dedicated internal system and ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                        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