Configure portal type

Configure portal type in the customer portal

To configure portal type:

  1. Click the Customer Portal option under the Users and control section in the Settings page.

  2. In the customer portal page, the current portal type of the customer portal will be displayed below the domain name.

  3. Hover the mouse near to the domain name, which is displayed under the company name. Click the Change button that appears.

    The Customer Portal Settings tab will appear. The portal type option is used to select the type of the portal from three available types : Public, Private, and Restricted.

    The default portal type is Public. In this type, anyone with the link to the customer portal can join the portal.

    In the private option, only the invited customers will be able to join the customer portal.

    In the Restricted option, the customer can join only after their sign-up to the customer portal is approved. The Restricted option also two features which enable notification of signups and the integration with the contacts of Zoho CRM.

  4. After making the necessary changes, click Save. The new portal type will be displayed beneath the domain name.

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