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.
These external users can log in to your dedicated portal, access applications shared with them, submit data, and most importantly, view and edit the records. Portal provides you with an opportunity to present your application with a brand identity personal to your organization.
You can manage and configure various characteristics of the portal. The characteristics of the portal are as follows:
- Portal users are the users of the customer portal. You can add portal users individually or import them in bulk. Once added, they will be sent an invite requesting that they register for the portal. Learn more.
- Permissions can be granted by the admin to the users of the portal. Learn more.
- Email notifications help the admin of the portal communicate with the portal users. Customize the different types of emails that are sent to the portal users. Learn more.
- Portal pages are displayed to the user of the customer portal when they have to login, signup, or reset the password. Learn more.
- Custom domain helps the admin host the customer portal on their own domain instead of the default Zoho Creator domain. Learn more.
- Portal types are the types of access that will be granted to the portal. The portal type can be Public, Private, or Restricted. Learn more.
- Title and logo will be displayed when the portal is opened in a browser.
Related Topics
- Understand permissions
- Understand email notification
- Understand portal pages
- Understand custom domain
- Understand portal types
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us:
support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
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 ...Understand portal user permissions
A permission set is a group of rules that govern the accessibility of the portal by the user. Permissions can be configured in different ways by the admin based on the scope of work for user within the portal. This enables the admin to assign ...Understand portal types
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 type refers to the type of access that will be granted to the portal. The three portal types available in Zoho ...Understand portal pages
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Similar to every application, online service and website, your Creator application's portal has three assets that are ...Understand lifecycle of a portal user
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. The lifecycle of the portal user refers to the approval status of the portal user in the portal. The portal users are ...