User Types in Portals

User type is a label for the users who will be accessing the CRM modules via portal. You can configure permissions for the user types that will enable or restrict access to the data in the CRM account. Some examples of portal user types are vendors, clients, consultants, customers, partners, or resellers.

Get Portal User Types

Purpose

To get the user types available in a portal of your org.

Endpoints

GET /settings/portals/{portal_name}/user_type
GET /settings/portals/{portal_name}/user_type/{user_type_id}

Request Details

Request URL

Get all user types - {api-domain}/crm/{version}/settings/portals/{portal_name}/user_type
Get a specific user type - {api-domain}/crm/{version}/settings/portals/{portal_name}/user_type/{user_type_id}

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.clientportal.ALL
(or)
Scope=ZohoCRM.settings.clientportal.READ

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v8/settings/portals/PortalsAPItest200/user_type/3652397000006231003"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.03xxxxxxxxxxxxxxxxxa5317.dxxxxxxxxxxxxxxxxxfa"

Response JSON

default
Represents whether the user type is the default one for the portal.
personality_module
The API name and ID of the module for which the user type was configured.
name
The name of the user type.
active
Boolean key that indicated whether the user type is active or not.
no_of_users
The number of users in the portal that are assigned with this user type.
modules
The details of the modules that are available for this user type. This JSON array also has the details of the "fields", "layouts", the "views"(List view or Canvas view) that this user type has access to, and the permissions such as edit, create, view etc., that are granted.

Possible Errors

INVALID_DATAHTTP 400
The portal name is invalid.
Resolution: Specify the right portal name in the request. Refer to the key "name" in the response of the Get Portal API.
NO_PERMISSIONHTTP 403
You do not have "Manage Portal" and "Manage Portal Users" permissions.
Resolution: Contact your administrator.

Sample Response

Copied{
  "user_type": [
    {
      "default": true,
      "personality_module": {
        "plural_label": "Contacts",
        "api_name": "Contacts",
        "id": "3652397000000002179"
      },
      "name": "Vendor",
      "active": true,
      "id": "3652397000006231003",
      "no_of_users": 2,
      "modules": [
        {
          "plural_label": "Contacts",
          "shared_type": "private",
          "api_name": "Contacts",
          "permissions": {
            "view": true,
            "edit": false,
            "edit_shared_records": false,
            "create": false,
            "delete": false
          },
          "id": "3652397000000002179",
          "filters": null,
          "fields": [
            {
              "read_only": false,
              "api_name": "Owner",
              "id": "3652397000000002485"
            }....
          ],
          "layouts": [
            {
              "display_label": "Standard",
              "name": "Standard",
              "id": "3652397000000091033"
            }
          ],
          "views": {
            "display_label": "Default List View",
            "name": "All_Contacts",
            "id": "3652397000000087529",
            "type": "custom_view"
          }
        }
      ]
    }
  ]
}