Customer Portal Setup
With Customer Portal, you can share selective data in Zoho FSM with your users. To provide portal access, you need to send email invites to your users. Before sending out invites, ensure that the portal is enabled (refer screenshot below).
Sending the Invite
The email invite can be sent as explained below:
- Select the record of the user to whom you want to send the invite. Click the more options (
) button on the right-hand corner and select Send Portal Invitation. This option will only be available if an Email address has been provided for the user.
- In the Send Invitation pop-up, click Invite. The user will receive an email invite (refer screenshot below). After the invite is accepted, the password must be set.
Configure the Portal Settings
You can decide what data users can view and which operations they are permitted to conduct. You can establish access permissions up to the field level. These configurations are two-pronged:
- Portal Tab settings
- Field Permissions
The steps for configuring the Portal settings are as follows:
- Navigate to Channels > Portals.
- In the Portals page, click the Portal User Type.
- Click Edit next to the Portal Tab Configuration heading.
- Select values for the following and click Next.
Tabs: Select the check boxes for the modules and sections to give your portal users access to.
Layouts: Select the layouts of a module to give your Portal users access to.
Permissions: Choose whether Portal users can create, edit, view, and delete records.
List View: Choose whether you want Portal users to view records in the Canvas view or the List view.
Filter By: Select the filters in which you want Portal users to view records. - For each module/section that was selected for access by Portal users (in step 3a), select the fields to be displayed to your Portal users. Click Save and Next to proceed to the next tab, or click Finish to exit.
Company Details
You can customize the customer portal with your company details. Details like company name and logo can be added. To do so:
- Log in to Zoho FSM.
- Navigate to Setup > General > Company Details and click the Company Details tab (see screenshot below).
- Click Upload your logo. In the Upload Your Logo overlay, select the image for the logo and click Crop and Set.
You can also change or delete the logo. - Click the Edit [
] icon to add the Company Name.
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