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 connecting with Zoho CRM, Google 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 Manage Portal > 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 Manage Portal 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.