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.

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