Understand permissions in customer portal
A permission set is a group of rules that govern the accessibility of the customer 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 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 level, Record 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
To enable/disable the following permissions to the various modules and the records in them
Various permissions required to import records from each module that is owned by you and organization-wide users
Various permissions required to export records from each module