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.


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.


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.


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.

    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

                                      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

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                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 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

                                                                                                        • Member Portal - Notifications

                                                                                                          You can choose an email address as the From address for portal notifications. By default, notifications are sent from You can also add your custom mail addresses in custom mail sender. To modify the from address ...
                                                                                                        • 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. You can edit the member portal ...
                                                                                                        • Member Portal Sender

                                                                                                          The sender email is the email address that recipients will see when they receive an email from you. Previously, Member Portal related emails could only be sent from a unique address owned by Zoho. You can now associate your professional email ...
                                                                                                        • Member Portal - Restriction

                                                                                                          You can restrict the portal users from accessing your site. This way, users will be able to see your site only after they login into their accounts. To enable restriction: Go to Roles & Permissions -> Access Control. Select the Limit to members ...
                                                                                                        • Member Sync In Zoho CRM

                                                                                                          This integration ensures your Zoho CRM contacts and leads are automatically synced with the members who sign up on your Zoho Sites website. It is beneficial for businesses that use Zoho CRM as their primary customer relationship management tool and ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            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