What are the access permissions available in the Customer Portal?
You are provided with the following access permissions, for the customer portal.
To set permissions, Goto Setup>Customer Portal>Access Settings
Related Articles
Setting up Fields Permissions
Data security is one of the most sought-after features in a help desk software. Given that you handle sensitive business information of your own company and that of your customers, you can choose to restrict access to specific fields within a module ...
Managing Help Center Permissions
When you set up the Help Center, you must determine who should have access to it. You may allow anyone to access the Help Center or only those who have registered for it. Providing an open Help Center is less of an effort for your legitimate ...
What happens when the Portal access setting is set to "All Customers"?
When the portal access is set to 'All Customers", Anyone can access your self-service portal by visiting its URL and submit their requests and search knowledge base. However, to track the status of their requests, your customers need to provide login ...
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: Goto Setup>Customer Portal>Users Click Add ...
What happens when Portal access setting is set to "Only Registered Customers"?
When the portal access is set to "Only Registered Customers", Customers accessing your portal URL would be redirected to Zoho Support login page. This ensures that only registered customers can access your portal by providing their login ...