Setting up a customer portal

Setting up a customer portal

To setup a customer portal:
  1. Click on Customer Portal option under the Users and Control section in the Settings page.

  2. In the next page, click the Configure portal button.

  3. The Portal URL page will appear. In this page you can choose to host the customer portal on Zoho's default domain or on a custom domain.

  4. To host the customer portal on default domain:
    1. Select the Default URL option in the portal URL page.

    2. The Portal Type page will appear. In this page, the access type for the customer portal can be selected from the three options available: Public, Private, and Restricted.

    3. The Portal Permission page will appear. In this page, permission for the user can be selected from the two options available: Customer and Custom.

      The custom option helps you create a new customized permission set for the users accessing the customer portal. When the custom option is select, the Custom Permission tab will appear. Configure the name and permissions and click Add.

    4. The portal will now be set up and the changes will appear in the Customer Portal page.

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