Setting up a 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.
To set up a portal:
- Click Portal under the Deploy section.
- Click +Create.
The Create portal page slides in from the right which contains the Statement of use. According to the terms of use, only external users like vendors etc., can be added as a portal user. Click Continue after agreeing.
- The portal configuration page will appear.
- Select the Application for which a portal has to be configured.
- Selecting hosting options for the customer portal:
- To use the default Zoho Creator domain, select Default Domain in the Portal URL section to use the default Zoho creator domain. Enter text in the subdomain field.
- To use a custom domain, select Custom Domain and specify the URL. The custom domain will have to verified, learn more here .
- Select an option under Portal Type. Learn more.
- Public - Any user with the customer portal link can sign up and access it. Select this checkbox to choose admins or users who should be notified of all new sign-ups. When enabled, an email with the details of the new portal user will be sent to the specified recipient.
- Private - Only users invited by the admin of the customer portal can access it. Users cannot sign up for the portal on their own.
- Restricted - The users have to sign up and get approved by an admin in order to access the portal.
Notify admin or user on sign-up: Like the public portal, any user with the customer portal link can sign up and access it. Enable this checkbox to notify admins or users of new sign-ups via email, including new portal user details.
Notify portal users upon sign-up approval: Once portal users are approved by the admin, they will receive a notification email confirming the approval along with a link to access the portal.
Auto approve Zoho CRM contacts: Checking the Auto approve Zoho CRM contacts will let users in Zoho CRM Contacts to be approved automatically.
Note: If a customer is still in pending or unconfirmed state and needs access to the invitation link, admin/super admin can resend this from the portal users listing page.
8. Select a Permission under Default Permission. The permission selected here will be assigned to users by default when they sign up.
9. Select a time period from under Idle Session Timeout. This will set the portal session.
10. Click Enable under Enforce Multi-Factor Authentication (MFA) for portal users to enable MFA.
11. Upload an ICO file in Favicon section to set it as your portal icon.
11. Click Create.
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