Understand permissions

Understand permissions

A permission set is a group of rules that govern the accessibility of the customer portal by the customers. 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

SectionsDescription
Module-level PermissionsTo 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 PermissionVarious permissions required to export records from each module

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