Custom portals
Adding users to portal
Once your portal is set up and published, you can start adding users to it. Hub admins can invite users to the portal through individual email addresses, upload a CSV file to import multiple users, or by allowing external user signups. Inviting users ...Approving sign up requests
If admin approval for sign up is enabled for your portal, the hub admin has to approve or reject the sign ups in the portal. Navigate to the portal from the Portals tab. Go to the Sign-ups tab. Click Approve or Reject on the user's email address.Custom portal pricing
The Custom Portals feature is offered as an add-on for both the Express and Professional editions. For Zoho One/Professional edition accounts, 5 users and 1 portal are included at no extra cost. For additional users beyond this limit, charges will ...How to create public and private knowledge bases and training portals?
Creating a private knowledge base A private knowledge base is a repository of information that is restricted and accessible only to a limited audience. It contains proprietary or confidential information that is not intended for public consumption. ...Configuring SEO for your portal
Your content within the public portals can be organized for search engine indexing, allowing search engines to read and display your content in their search results. You have the ability to control the SEO settings, determining how your content is ...Deleting a portal
Deleting a portal will permanently delete the portal, its users, and their access to the resources. To delete a portal: Navigate to the portal from the Custom Portal tab. Go to the General tab and navigate to the Delete custom portal section. Click ...Author information settings
Author information gives the details of the hub user who created the spaces, manuals, articles, or courses. The hub admin can decide to show or hide this information on the portal. To show or hide author information: Navigate to the portal from the ...Managing custom portal settings
Once a custom portal is published, you can customize it by making changes to its name, description, and permalink. Accessing a custom portal To access a custom portal: Choose Settings by clicking the Settings icon Select Manage Portals from the ...Creating a custom domain for your portal
By default, your portal will be accessible with the portal URL. With custom domain, you create a custom domain and map it to your portal. To create a custom domain for your portal: Navigate to the portal from the Custom Portal tab Go to the Custom ...Portal branding
Maintain your brand's identity in your custom portal with customizable logo, banners, and color selection capabilities. Creating a branded portal helps build a connection with your external users and promotes brand identity and trust. Zoho Learn ...Getting started with custom portals
There are two kinds of portals in Learn. The classification is based on the access granted to external users. Hub administrators can create these portals depending on the organizational requirement. Public portal: Public portals can be used to share ...Adding and managing manuals in your portal
You can share the manuals in your hub with the users in your portal and specify access conditions. To add a manual to portal: 1. Navigate to the portal from the Custom Portal tab. 2. Go to the Manuals tab and click Add Manuals. 3. Select the manual ...Adding and managing courses in your portal
You can share the courses in your hub with the users in your portal and specify access conditions. To add a course to portal: 1. Navigate to the portal from Manage Portals under the Custom Portal tab. 2. Go to the Courses tab and click Add Courses. ...Managing users in a portal
You can manage users in your custom portal. Resend or revoke invites, and activate, deactivate, or remove users as needed. To deactivate users in a portal: Navigate to the portal from the Custom Portal tab. Go to the Users tab. Go to the user's email ...Publishing and unpublishing a portal
To publish or unpublish a portal: 1. Click on the hub Settings () and then choose Settings. 2. Select Manage Portals under the Custom Portals section. 3. Select the portal that you want to publish or unpublish. 4. Click the Publish or Unpublish ...Enabling and disabling a portal
To enable or disable a portal: Navigate to the Custom Portal tab. Go to the portal from the list and click Enable or Disable.Creating a new custom portal
The hub admin can create multiple portals for external users and manage their settings. All the portals created for the hub will be listed in the Custom Portal tab under hub admin settings. To create a new custom portal: Go to the Manage Portals tab ...Types of portals in Zoho Learn
The hub admin can create two types of custom portals depending on the type of access that will be granted to the external users. Public: Any user with the link to the custom portal can access it. You can use a public portal to share resources that ...Custom portals
A custom portal for your hub comes in handy when you want to create an extended platform to share information and courses with users who are not a part of your organization. These users may include partners, customers, investors, and others. Zoho ...
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