Member Portal

Member Portal

The member portal allows you to maintain a member list for your website. You can have visitors sign up at your website, invite them to join your website group, and restrict access to pages and files from your website.

Restricting and limiting member access

The member portal contains an access control list, where you can specify which members can view restricted pages and/or files from your website. This allows you to have complete authority over content you wish to display to whom.

To access the member portal

  1. Go to Roles and Permission > Member Portal from the left panel.

       
The member portal is only available in paid plans. If you're using the free version of Zoho sites, you'll need to upgrade your plan to access the member portal.

Preferences

Customize your member portal settings under preferences.

  1. Enable or disable your site's member portal.
  2. Enable or disable sign-up to your website. When disabled, users can be added through invitation of the site owners only. Site visitors won't have an option to become members through a public sign up URL.
  3. Choose Sign in Method: 
            - Default Portal to allow your users to sign in through the default sign-up page. 
            - SAML (Security Assertion Markup Language) to verify the user's identity by passing one set of credentials to access different websites.
  1. Enable Email Notifications to receive an update for every new sign-up on your website
  2. Sign Up Fields: Select necessary checkboxes for the fields you'd like to add on your sign-up form.
  3. Click Save when you're finished customizing your preferences.




Members

Invite, edit, and manage the member information stored in your store.

To invite user

  1. Click the Invite User button to invite users to join your member portal.

  1. Users will be added to the All Members group when they accept your invite.


To add users to groups

  1. Click Invite User.

  1. Enter the email addresses of the people you'd like to invite.

  1. Enable Add members directly to groups toggle and enter the name of the group to which you would like to add this member.

  1. Select the group and click Save.



Alternatively, click Invite to send the user an invitation without adding them to any groups.



Tap your keyboard's Enter key after each email address to add it to the access list.

To edit member information

  1. Click on edit info.

  1. Add all the required fields under Information.

 

You can also view what groups the members are part of, what pages and files they have access to.




To search members
Use the Search Member box to find portal members when you need to view and manage their info.

To export members

Click Export Members to export a list of portal members in CSV format.

You need to invite members before you export them.


To view pending invites

This section displays a list of invited members that are yet to accept your invitation.


The list of pending invites will be displayed here.

Once the invite is sent, you can choose to resend or delete it.



Groups

Creating groups for your member portal makes sharing faster and easier. Assign specific pages or files to a group so members of that group can access them.

To create groups

  1. Click Add Group at the top-right corner.

  1. Enter the Group Name. 

  1. Click OK.

After adding a group, you can easily add and export members to it.

All Members is a default group. Members who have accepted your invitation are added to this group automatically. You can remove specific pages and files from the All Members group if you don't want them to be visible to all users.

To delete members from your portal

You can delete members who no longer need to be in your portal.
  1. Select Members tab.

  1. Enter the email address of the member who you would like to delete in the search bar.

  1. Click Delete.

 

     5. Click Delete once more.



Make sure that your site's permission is set to Public to enable the Member Portal.
Blogs, externally linked pages, and password-protected pages can't be added to the member portal's pages list.

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