Understand permissions in portal | Zoho Creator Help

Understand permissions in portal

This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version.

A permission set is a group of rules that govern the accessibility of the portal by the portal user. Permissions can be configured in different ways by the admin based on the scope of work for user within the portal. This enables the admin to assign relevant permission set for the different types of users. The customer permission is the only predefined permission available. Zoho creator also allows the creation of custom permission, which enables customization of the permission based on the specific requirements. A permission set has three different categories of permissions : Module levelRecord level, and Feature level.
  • Module level: Enable or disable the access to modules (tabs)
  • Record level: Enable or disable permissions to View, Create, Edit, and Delete records
  • Feature level: Enable or disable permission to access features, such as Import and Export of data.

List of permissions

Sections

Description

Module-level Permissions

To enable/disable the following permissions to the various modules and the records in them

  • Access Form - Permission to allow or restrict access to the modules (Forms, Reports and Pages)
  • View - Permission to allow or restrict access to view records in each form within the application
  • Create - Permission to allow or restrict access to create records in each form within the application
  • Edit - Permission to allow or restrict access to edit records in each form within the application
  • Delete - Permission to allow or restrict access to delete records from each form within the application
  • View all - Permission to allow or restrict access to view all records from each form within the application
  • Modify all - Permission to allow or restrict access to modify all records from each form within the application

 

 

 

Import Permissions

Various permissions required to import records from each module that is owned by you and organization-wide users

Export Permission

Various permissions required to export records from each module

 


    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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Understand portal user permissions

                                                                                                    A permission set is a group of rules that govern the accessibility of the portal by the user. Permissions can be configured in different ways by the admin based on the scope of work for user within the portal. This enables the admin to assign ...
                                                                                                  • Understand portal

                                                                                                    This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. A Portal is a great way for an organization to allow its external users to log in to their dedicated internal system and ...
                                                                                                  • Edit permissions in portal

                                                                                                    This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To edit permissions: Click on Portal user permissions option under the Permissions section in the Settings page. The Portal ...
                                                                                                  • Delete permissions in portal

                                                                                                    To delete a permission: Click Solutions under the Develop section. Click on the edit button on the required application. Note: For Environment enabled application, please click Environment -> Edit. Now the development mode will be displayed. Click on ...
                                                                                                  • Edit permissions in portal

                                                                                                    To edit a permission: Click Solutions under the Develop section. Click on the edit button on the required application. Note: For Environment enabled application, please click Environment -> Edit. Now the development mode will be displayed. Click on ...
                                                                                                    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