How to Set Up and Manage Your Portals in Zoho Survey - Online Help Guide

Portal Setup

The user info widget enables you to manage portals, departments, user accounts, and plan details. There are quick access links to various sections, and links to download the mobile apps right from within the widget. You can configure your survey's live form URL by mapping it with your domain and connect with Zoho CRMGoogle Sheets, and Facebook. You can get there by clicking the top-right corner of the Zoho Survey home page and access the user info widget.
You can find all your portal members, their status (active/inactive/pending), and user profiles here. You can also set up and manage your custom domain, add users to various departments with different user roles, and perform other portal activities here. You can find all your portals by clicking My Portals in the user info widget. Also, portal and department admins can now manage the exported files within Setup> Portals and Setup>Departments respectively.

There are four default roles available across all departments:
  1. Department Admin
  2. User
  3. Contractor
  4. Report Viewer

To add users to the portal:

  1. Click Setup in the user info widget.
  2. Click Add Users in the Portal Users section.
  3. Type the email addresses in the Email Address field.
  4. Select Add this user as a portal admin to assign a particular user with the profile of portal admin. The portal admin can manage all the surveys in the department and perform all the portal setup activities.
  5. Click Save.

To assign users to departments with specified roles:

  1. Select a department in the Department dropdown list.
  2. Select a role in the Role dropdown list.
  3. Click + to assign more departments with roles.
  4. Click X to remove department associations.
  5. Click Save.

To edit the users and their roles in your portal:

  1. Hover over the user you want to edit in your portal and click .
  2. Click Edit.
  3. Select Add this user as a portal admin to assign a particular user with the profile of portal admin. Note: Selecting this disables the rest of the procedure.
  4. Select a department in the Department dropdown list.
  5. Select a role in the Role dropdown list.
  6. Click + to assign more departments.
  7. Click X to remove department associations.
  8. Click Save.

To deactivate a user:

  1. Hover over the user you want to edit in your portal and click .
  2. Click Deactivate.
  3. Click Confirm in the dialogue box that follows.

To activate a user:

  1. Hover over the user you want to edit in your portal and click .
  2. Click Activate.
  3. Click Confirm in the dialogue box that follows.

To delete a user:

  1. Hover over the user you want to edit in your portal and click .
  2. Click Delete.
  3. Click Confirm in the dialogue box that follows.


    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Secure your business
                    communication with Zoho Mail


                    Mail on the move with
                    Zoho Mail mobile application

                      Stay on top of your schedule
                      at all times


                      Carry your calendar with you
                      Anytime, anywhere




                              Zoho Sign Resources

                                Sign, Paperless!

                                Sign and send business documents on the go!

                                Get Started Now


                                    Zoho SalesIQ Resources



                                        Zoho TeamInbox Resources



                                                Zoho DataPrep Resources



                                                  Zoho DataPrep Demo

                                                  Get a personalized demo or POC

                                                  REGISTER NOW


                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now











                                                                          • Related Articles

                                                                          • Portal Information

                                                                            To edit portal information: Click Portal Information in the Portal Setup section. Click Edit to update the portal name. Make any necessary changes and click Update.
                                                                          • Department Setup

                                                                            Departments are specifically designed for teams. Departments help your teams collaborate over surveys. You can now create and manage a department, add users, create roles and permissions, and assign them to your users within the department. However, ...
                                                                          • Setup

                                                                            This feature is available for enterprise users. A single organization can have one survey account with multiple users allowed access to create and send surveys. Learn how to create a department. Custom domain When you want to publish a survey that ...
                                                                          • Zoho Sheet

                                                                            Zoho Survey's integration with Zoho Sheet helps push your responses from your survey into a spreadsheet as and when your respondents submit their responses. You can map the survey responses into a new spreadsheet or to a new sheet in an existing ...
                                                                          • Why am I receiving an error stating "To integrate, an admin of this portal should be integrated with Zoho CRM"?

                                                                            Zoho Survey and Zoho CRM work with admin credentials. Your Zoho Survey admin will have to integrate one of your surveys with Zoho CRM in the Hub tab. Once this is done, all your users will be able to integrate surveys with CRM.
                                                                          Wherever you are is as good as
                                                                          your workplace

                                                                            Resources

                                                                            Videos

                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                            eBooks

                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                            Webinars

                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                            CRM Tips

                                                                            Make the most of Zoho CRM with these useful tips.



                                                                              Zoho Show Resources