Create Custom Portal

In this vedio we will see how to create Custom Portal, Assign Customer using deluge, Set Permission, Add location of Customer.

Understand portal

A Portal is a great way for an organization to allow its users to log in to their dedicated internal system and access restricted data. Instead of building your own authentication and security mechanisms, you can use Zoho Creator portals. Your users will be able to sign up with your portal instead of signing up with Zoho’s account.
Your users can log in to your dedicated portal, access applications shared with them, submit data, and most importantly, view and edit the records. Portal provides you with an opportunity to present your application with a brand identity personal to your organization.

You manage and configure various characteristics of the portal. The characteristics of the portal are as follows:

– Portal users are the users of the customer portal. You can add portal users individually or import them in bulk. Once added, they will be sent an invite requesting that they register for the portal. Learn more.
– Permissions can be granted by the admin to the users of the portal.
– Email notifications help the admin of the portal communicate with the portal users. Customize the different types of emails that are sent to the portal users.
– Portal pages are displayed to the user of the customer portal when they have to login, signup, or reset the password.
– Custom domain helps the admin host the customer portal on their own domain instead of the default Zoho Creator domain.
– Portal types are the types of access that will be granted to the portal. The portal type can be Public, Private, or Restricted.
– Title and logo will be displayed when the portal is opened in a browser.

Below vedio will help you to understand custom portal better:

https://www.youtube.com/embed/DdfjtYUX0Ow