How do I add Customer Portal for my organization?

• Related Articles

• How do I join a portal user to my organization customer portal?

  Once you have created a new "Portal User" (Goto Setup--->Customer Portal Settings--->Customer Portal Users), an invitation e-mail would be sent to the Portal User with a confirmation link. When the Portal User confirms by accessing the link, they can ...

• How do I add my Customers as Portal Users?

  You can add your customers as Portal Users in two different ways. Just open an added contact and click Add Portal User. Or 2. Goto Setup > Customer Portal Settings > Add Portal User. Refer this Link for more details.

• Can a Portal user see requests submitted by other users from the same Organization?

  No, currently it is not possible for a Portal User to view Requests related to other customers. However, a portal user can add requests and track his/her request status in customer portal. For more refer Portal User Action

• 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

• How do I customize Customer Portal home screen?

  You can completely 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 > ...