Set up a dedicated portal for customers
Requirement
Set up a portal to allow customers to create their dedicated logins and access personal data.
Use Case
A manufacturing company wants to let their customers access their Order Management application using their own logins. To achieve this, the company can set up a Zoho Creator portal. Customers can create their logins and sign into the portal using their email addresses or using their Google accounts. Creating logins gives them access to a dedicated internal system where they can place and track orders, view purchase history, etc.
See how it works
Steps to follow
1. Install the Order Management app from the app gallery.
2. Navigate to Portal and click Create New button.
3. Create a portal with the following details.
4. A sign-in/ sign-up link will be generated as highlighted below. Anybody with the link can sign up to your portal.
Note: Alternatively, you can invite customers to access your portal using the Add Portal Users button. Learn more
All your portal users will be displayed here.
5. When a customer accesses the link, provides his information and clicks Sign Up, an email will be sent to the registered email address. Customer can use the link in the email to set up an account.
To further simplify the sign up process, let us configure a federated login to allow the customers to login using their Google accounts.
6. Navigate to the Authentication tab and click the Google button next to Default Authentication.
7. To set up a federated login, we will first need to register a client in Google. On registering, a client ID and client secret will be generated. Enter them in the Federated Login window as shown in the image.
Finally, let us customize email templates and sign in page by adding the company's logo.
8. Navigate to the Email Notification tab and click on the Edit button of Invitation Template.
9. In the editor, use the Insert Image icon to add company's logo and click Save.
10. To add the company's logo to Login and Signup pages of the portal, navigate to the Page Customization tab and click the Edit button on the respective card.
11. Drag and drop the Image icon to the editor and upload the company's logo.
See how it works
Points to Note
- In this tutorial, we have customized such that any user with the link to the customer portal can sign up and access it. You may also configure the portal to be accessed only by the customers whom you invite or the customers who are approved by the admin to access it. Learn more about portal types
- In this tutorial, the portal URL uses default domain (zohocreatorportal) offered by Zoho Creator. You can also use custom domains and customize your customer portal URL. Learn more
- You can define custom permission set for portal users using the Portal user permissions option in Application Settings.
Related Links
Access your files securely from anywhere
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:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...Create Customer Portal
This document provides a brief understanding of how the customer portal feature of Creator 6 is different from the existing feature in Creator 5. Customer Portal equips an organization to enable its customers/users to log into their dedicated ...Delete permissions in portal
To delete a permission: Click Solutions under the Develop section. Click on the edit button on the required application. Note: For Environment enabled application, please click Environment -> Edit. Now the development mode will be displayed. Click on ...Delete permission in 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 delete a permission: Click the Portal user permissions option under the Permissions section in the Settings page. The ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources