Portal Users Access and Sign In - Zoho CRM | Mobile App

Portal users in the Zoho CRM Android app

 Portals in Zoho CRM are a self-service window that allows external users like customers, vendors or partners to view, create or edit records based on their permission. These external users who are given access to a portal are portal users.
Notes
Portal users can be invited only from the Zoho CRM web app.
 

Examples of portal users

  1. Vendor updating price or stock availability
  2. Franchise owners viewing outlet performance
  3. Parents updating students' details
  4. Consultants accessing client project details and updates
 

Accepting portal invitation in mobile app 

Once the portal invitation is sent, the user can accept it directly from their email, set up a password and log in to the portal from the mobile app.
 

To accept invitation 

  1. Open the portal invitation email received in your inbox.
  2. Tap accept invitation.
  3. You will be redirected to the portal's password setup page.
  4. Enter a password of your choice.
  5. Tap confirm.

To sign-in to a portal 

  1. Tap the portal URL in your invitation email, or open the Zoho CRM app and tap Sign in to a portal.
  2. Enter your portal domain (you can find the portal domain in the invitation email) and tap Next.
  3. Enter your email address and password.
  4. Tap Sign in.