Custom Portals
Exporting Articles in Custom Portal
Article export option in the custom portal will allow you to have a control on whether you want to let your external users export articles in the manuals that you have shared to the custom portal. You can configure this option from General under the ...
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 ...
Enabling sign-in option
The Sign-in option helps admin to keep track of the users who are accessing the portal. Enabling Sign-in will show sign in option when an user tries to access the portal. Users can access the portal only after signing up with valid credentials. To ...
Changing the access settings of your portal
The hub admin can choose who can access the portal. You can choose one of the following options: Public: Anyone can access the portal using the URL. Private: Only invited users can access the portal. To change the access settings: Navigate to the ...
Changing the general settings of your portal
You will be able to change the name, description, and permalink of your portal after creation. To change the name and description: Navigate to the portal from the Custom Portal tab. Go to the General tab. Enter a new name, description, and permalink. ...
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 ...
How to get started with custom portals?
Custom portal allows you to create multiple external portals that you can use to share manuals and courses with external stakeholders who are not part of your hub. With your hub as the primary portal, you can create multiple secondary portals for ...
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: Navigate to the portal from the Custom Portal tab. Go to the Manuals tab and click Add Manuals. Select the manual you want ...
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: Navigate to the portal from the Custom Portal tab. Go to the Courses tab and click Add Courses. Select the courses you want ...
Inviting and managing users in a portal
After creating a new custom portal, the hub admin can invite users to the portal. The users can accept the invitation to join the portal. To invite users using their email address: Navigate to the portal from the Custom Portal tab. Go to the Users ...
Publishing and unpublishing a portal
To publish or unpublish a portal: Navigate to the Custom Portal tab. Select the portal from the list Click the Publish or Unpublish button in the top-right corner.
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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