Adding, changing roles, and removing users from Portal
You can add users that are part of your organization to your Portal/ Workspace/Base based on the access permission which you deem fit for them. If you want to work with someone within Zoho Tables, you can add someone to the Portal, Workspace, or the Base as a Manager, Editor, or a Viewer. A manager has access to all of the bases in a workspace, while an editor has access to only the bases shared with them within a workspace.
Adding member and setting up roles in a Portal
Go to the Portal home page using the Manage Portal option, and click on the + Add Member icon.
- Admin - full access to all workspaces & bases of that Portal and manage portal users
- User - Restricted access to one or more Workspaces of that Portal
Note: Admin can fully access all the Workspaces and Bases of the Portal.
You can also choose a workspace to which the user will be added and additionally set roles. Select the Choose workspaces to add users & set roles checkbox. Select the workspace to which the user must be added from the list, and set the role. Roles available are: Manager, Editor, and Viewer.
To change the existing role of a User in a Portal
- Navigate to the Portal page.
- Click on the Portal Members option, and click the More Options button from the users list.
- Choose Make as Admin or Make as User to change from User to Admin or Admin to User.
Removing a User from a Portal
- Go to the My Portals page and click the Portal Members option.
- You can see the list of users in your Portals. Select the More Options button near the user you want to delete.
- Click the Delete option.
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