How do I add Customer Portal for my organization?

How do I add Customer Portal for my organization?

Customer Portal for your subscription would be automatically enabled when you add a portal user.

To add portal users to access your organization's self-service portal, follow the steps mentioned below:

  1. Goto Setup>Customer Portal>Users
  2. Click Add Portal User and provide your customer name and e-mail address
  3. Click Create New Portal User, to send an invitation to your customer
Once your customer receives the invitation, they can create their login credentials and access your self-service portal. 

You can also, add a contact as a portal user. Just check a contact you intend to add and click Add as Portal User when highlighted. 

Apart from adding portal users, you can customize your customer portal homepage. 

For more details on customizing your portal homepage, refer Customer Portal


    • Related Articles

    • Can Portal users see requests submitted by others from their Organization?

      Yes, you can provide permission for portal users to view the requests submitted from their organization. To enable permission,  Go to>Setup>Customer Portal>Access Settings In the "Access Permission for Organization Requests" section, check "Allow ...

    • How do I customize Customer Portal home screen?

      You can customize your Customer Portal Home screen by adding Widgets and Sections based on your requirements.  You can also choose to hide or show the default widgets and sections in the portal.  To enable these customizations,   Goto Setup>Customer ...

    • How can I add a Widget in the Customer Homepage?

      ​To add a widget in the Customer Home page, follow the steps given below: Log into Zoho Support. Click Setup > Customer Portal Settings >Customer Home Page. Click Add More Widget under Main Content Area.        ---- Change the Screen Shot of the Add ...

    • Where can I display the contact information of my organization?

      The Customer Portal is designed with a separate section called "Right Side Customization", under which you find a pre-defined section called "Contact Info".  This Section can be edited to enter your organization's contact information.  To Edit this ...

    • Can I choose to show/hide a department from the Customer Portal?

      Yes, you can choose to show or hide a department in your organization's self-service portal.  While creating a department, you can leave "Don't show this department in customer portal" option unchecked to display the department in the Customer ...