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

This page guides you to create and configure portals in Zoho Creator, including hosting options, portal types, user access and sign-up settings, session timeout, MFA, and favicon setup. Learn more about portals.

Availability

1. Portal Pages are available in paid plans of Creator.
2. Only the super admin and admins can create and manage portal pages.
   

1. Setting Up and Configuring a Portal

Setting up a portal in Zoho Creator allows you to create a dedicated space for external users to access your application. You can configure how users access the portal, define permissions, and customize the overall experience based on your requirements.

1.1 Create a Portal

Follow the steps below to create a portal:

1. Navigate to Portals under DEPLOY in the left pane, then click Create New in the top-right corner.
   
2. Choose how you want to create a portal page: 
   
1. Select From Scratch in the top-right corner to build the pages from the ground up.
   
2. Select a template to start with a prebuilt structure that you can customize. 
   
3. Select the app you want to base the portal on. 
   
4. If you are using a template to create portal pages, you can use Zia to generate or update content based on your requirements. 

1.2 Configure Portal Settings

1. Navigate to Portals under DEPLOY and select the required portal.
   
2. Hover over the preferred portal, click the ellipsis icon, and select Settings.
   Alternatively, click the preferred portal and select Settings in the top-right corner. The Settings pane will slide in from the right.
3. Configure the following portal settings, then click Save in the top-right corner to apply the changes.
   

Section	Field	Steps to Configure	Screens
App Name	Application	View the application your portal is associated with. This field is read-only and indicates the app on which the portal is built.
Portal status	Enable / Disable	Enable the portal to make it accessible to users. Disable the portal to restrict all user access temporarily without deleting the portal configuration.
Portal URL	Domain Selection	Select Default Domain to use the Creator domain and enter a unique subdomain.  Select Custom Domain to use your own domain, then enter a domain URL. After updating the domain, click Verify next to the domain in the portal configuration. Note: The portal will be temporarily inaccessible until the domain is verified. If verification is incomplete, portal access will be restricted. To restore access, complete the domain verification process. Learn more on how to verify custom domain of portal.
Portal Type	Access Type	Choose the portal type based on your requirement: Public: Allows any user to sign up and access the portal. Private: Only admin-invited users can access; sign-up is disabled. Restricted: Users can sign up, but require admin approval before access.
Notifications	Signup Notification (Public Portal)	Enable this option to automatically send email alerts when a new user signs up through a public portal. Notifications can be sent to administrators to ensure timely awareness. Note: This setting is applicable only for public and restricted portals
Notifications	Approval Notification (applicable for Restricted portals)	Enable the required options based on your requirement: Notify Admin or User on signup to send email alerts when a user signs up. Notify portal user on signup approval to send an email to users after their access is approved.
User Auto-Approval	Auto-approve Zoho CRM Contacts (applicable for Restricted portals)	Enable this option to automatically approve users who already exist in Zoho CRM Contacts.  Note: To automatically approve Zoho CRM contacts, a connection must be created and authorized with Zoho CRM under Microservices. Alternatively, you can use the built-in CRM connector.
Permissions	Default Permission	Select the default role that will be assigned to users when they sign up to the portal.
Session	Idle Session Timeout	Choose a timeout duration to define how long a user session remains active before automatic logout.
User Credentials	Email Address Update	Enable this option to allow portal users to change their email address, or disable it to restrict changes.
User Credentials	Name Update	Enable this option to allow portal users to change their name, or disable it to restrict changes.
Security	Multi-Factor Authentication (MFA)	Enable MFA to add an extra layer of security by requiring additional authentication factors during login to prevent unauthorized access. Learn more about MFA in Portals.
Analytics	Google Analytics	Enable Google Analytics to track and analyze portal usage and user activity, or disable it to stop tracking.
Branding	Favicon	Upload an ICO file to set the icon displayed in the browser tab for your portal.

2. Related Topics

1. Understand portal users
   
2. Understand Authentication
   
3. Understand email notifications
   
4. Understand Portal pages
   

3. Related Videos

1. Customer Portal