Welcome to 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.
User Type
|
Who Can Add?
|
Access
|
Description
|
Super Admin
(Account level)
|
-
|
|
|
Administrator
(Account level)
|
Super admin
|
|
|
Solution-specific
User
|
Super admin
/ Admin
|
|
Solution
|
User Type
|
Access
|
Description
|
Live
Users
|
Live mode (data) according to user's
permissions
|
|
|
Developers
|
|
|
|
Users
|
Edit access according to
permissions in BI & Analytics
|
|
|
Workspace Admins
|
Full edit access
|
|
|
|
|
The super admin or admin of an account can create and activate or deactivate
Integration Flows. The live user can configure the automated flows after there are given access by the admin or super admin.
|
Users
|
Portal Users
|
Users are employees of the organization (internal) who hold Zoho accounts.
|
Portal users
necessarily do not belong to the organization.
|
Internal users
|
External users
|
Directly sign in through their Zoho account credentials.
|
Sign in to a specific portal using their own set of credentials and need not have a Zoho account.
|
They can be a super admin, admin or solution-specific user and have application access according to their type.
|
They can then access applications that are shared with them according to their assigned
portal user permission sets.
|
Eg. Employees.
|
Eg. Customers, suppliers, third-party users, vendors, etc.
|
Action
|
Location
|
Description
|
1. Filter users as per type
|
|
Choose to view the list of users as per their type:
By default, the list of
All Users
is shown on the page.
|
2.
Add User
(or)
Add Administrator
|
|
Add a solution-specific user
or an
administrator
to your organization.
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Note
: This action can only be performed by the super admin.
|
3.
Search
bar
|
|
Search for specific users using their
Name
or
Email Address.
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Note
: When a
filter
is used, the search shows users only from the filtered results.
|
4.
Filter
|
|
The Filter option lets you to filter all your users based on
Application
or/and
User Status.
User Status
is of four types:
|
5.
Import Users
(or)
Export Users
|
|
|
6. Individual actions for each user
|
|
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Note
:
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Note
: An
Activate
option appears for deactivated users.
|
Super Admin :
- Super admin has access to all data of all the solutions. They will not have access to application data added by an admin only when the admin chooses to hide their records using the filter option.
Admins :
- Admins have access to all data of all solutions. They will not have access to application data added by another admin only when the other admin chooses to hide their records using the filter option.
Live Users :
- Live users have access to records according to their permissions by default.
- When multiple live users are grouped together in a role, the Share with Peers option can be enabled for that role. In this case, all live users will have access to the records added by other live users in the same role according to the assigned permissions.
- When role hierarchy is enabled, live users who sit higher in the role hierarchy will be able to see the records added by the live users situated lower in the hierarchy according to the assigned permissions.
- Live users/roles will be able to access records added by other live users/roles when an appropriate data sharing rule is established.
Developers :
- Developers can access and add data in the live mode when environments is disabled. When environments is enabled, developers cannot add or manage records in the live mode of the application.
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