1. Creating their own user accounts via self-registration
2. Being invited by agents via the Contacts module

1. Sending a bulk invite to all contacts
2. Selecting contacts individually

Permission Required
Users with the Support Channels administrative permission can access this feature.
Check Feature Availability and Limits

Inviting customers to the help center

To invite contact individually

1. In the Customers module, click the Contacts tab from the left menu.
2. Click on the desired contact record.
3. Click the More icon in the top panel.
4. Click Add as End User in the menu.
5. Click Invite.
6. Click Continue in the dialog box to send the invitation.

Note: The Add as End User option will be disabled for unverified user profiles.

Inviting contacts to a multi-brand help center

If you have multiple help centers, you can invite contacts individually to each help center to ensure they have access only to the relevant brand. End users can be invited from the Customers module under the Contacts Overview section of the Help Center sub-tab. Administrators can invite, re-invite, approve, reject, reactivate, and deactivate users.

Read more: Understand multi-brand support common end user and unique end user

To invite individual contact to the multi-brand help center

1. Navigate to the Customers module and click Contacts from the left tab.
2. Select the desired record.
3. In the Contact Detail page, click the Help center sub-tab.
4. Click Invite on the required help center, based on the user base type:
1. Common user base: A single invitation grants access to all linked help centers with one set of login credentials.
   
   
2. Unique user base: The contact gets access only to the selected help center, with separate credentials for each help center.
   
   

This will invite the user only to the specific help center. If you want to invite the end user to multiple help centers, click Invite for each help centers.

The contact will receive an email invite to join the help center at https://desk.zoho.com/portal/<portal name>/home.

1. You can also deactivate an individual end-user and restrict the respective customer to access the help center.
   
2. Click the Customers module.
   
3. Open the desired Contact (end-user) to deactivate.
   
4. Click More icon from the top pane.
   
5. Click Deactivate End User from the menu.
   

6. Click Deactivate from the dialog box to confirm the selection.
   

To invite contacts in bulk

1. You can add contacts in bulk to enable them access to the help center.
   
2. Click the Customers module.
   
3. Select a Contact List View from the left panel.
   
4. Select the contacts you would like to invite.
   
5. Click Add as End User(s) from the mass actions list.
   
6. Select the desired help center.
   
7. Click Continue on the dialog box, to invite the contacts.