Add portals

Add portals

Prerequisites

Roles required:
Organization Owner/Admin

To add portal:

The steps vary for the User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI
  1. Sign in to Zoho One, then click  on the top-right corner.
  2. Go to Portals, then click Add New Portal.
  3. Enter a Display Name and Portal Name.
    The Portal Name is auto-filled with the Display Name by default. You can remove that default portal name and enter a new portal name.
  4. Click Next.
  5. Click Get Started, You can now add clients, apps, and assign apps to your clients
Unified UI
  1. Sign in to Zoho One, then click Directory on the left menu.
  2. Go to Portals, then click Add New Portal.
  3. Enter a Display Name and Portal Name.
    The Portal Name is auto-filled with the Display Name by default. You can remove that default portal name and enter a new portal name.
  4. Click Next.
  5. Click Get Started, You can now add clients, apps, and assign apps to your clients