What is a Portal

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 -> Base framing, the company can have a well-structured approach to processes.


The creator of the portal is named as the Super Admin. Super Admin has full access and control over the portal in terms of the users under the subscription plan, upgrading the portal plan, changing the name of the portal and deleting a portal.

Super Admin can add more people as Admin who have the same level of access over the portal except for the subscription management.

Super Admin and Admin can add more people as Users by choosing the workspaces and assigning the level of access for each workspace. The users with the capacity to grant access can add more collaborators to the workspace and base.




        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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 CRM Training
              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


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now





                                                                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.




                                                                    Manage your brands on social media


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        Zoho Sheet Resources

                                                                         

                                                                            Zoho Forms Resources


                                                                              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 TeamInbox 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

                                                                                                                                • Creating a Portal

                                                                                                                                  Once you Sign into your Zoho Tables account, you must create a Portal. Enter the name of your Portal and click Create. (Portal name could be your organization or your project name or denote a personal theme) Your portal is now created with a ...
                                                                                                                                • 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 ...
                                                                                                                                • Transferring portal ownership

                                                                                                                                  Portal ownership transfer allows you to hand over complete control of your portal to another user. This includes administrative rights, billing responsibilities, and full access permissions, making it a significant and permanent action. What is ...
                                                                                                                                • Organizational Components

                                                                                                                                  In this article, let's look into the synopsis of all the significant features of Zoho Tables that make it a great organizational tool. Portal The Portal serves as a personalized gateway for an account. As a whole, Zoho Tables structure or hierarchy ...
                                                                                                                                • Renaming a Portal

                                                                                                                                  You can rename your existing portal. Click the Portal name in the left top pane, and click the Manage Portals option or open https://tables.zoho.com/portals The Portal you have created will be listed in the MY PORTALS section. The ones shared with ...
                                                                                                                                  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