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.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Adding, changing roles, and removing users from Workspace
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 ...Adding, changing roles, and removing users from Base
Setting up Roles in Base (Share Base) You can set roles in a Base or share your base through the Share Base functionality. The user you add to a Base doesn't have to be a Portal or a Workspace member. Also, they cannot view or edit any other Bases/ ...What is a Portal
A portal is a personalized gateway for your account. Portal allows you to manage all your business processes conveniently through a single platform, where you can set user roles and levels of access to collaborators. With the Portal -> Workspace -> ...User Roles and Permissions
User Roles and Permissions: Zoho Tables lets you assign permission of different levels to users to access your portal, workspace or base. This ensures that the right access is given to the right person to access the right information without having ...Deleting a Portal
You can delete an existing portal along with the users and their files permanently. To delete an existing portal, go to the MY PORTALS Page, and click on the three red dots (More Options) and select the Delete option. A pop-up window will be ...