What happens when the Portal access setting is set to "All Customers"?
When the portal access is set to 'All Customers",
Anyone can access the customer portal by accessing the URL to submit requests and search knowledgebase.
However, to track their request status, the customers need to provide credentials to log into their account.
Related Articles
What happens when the Portal access setting is set to "Only Registered Customers"?
When the portal access is set to "Only Registered Customers", The customer portal URL redirects the customer to the Zoho Support login page. The entire portal is accessible only if the customer registers and logs into the account. The customer once ...
How can I set permissions to access Customer Portal?
To set permissions to access Customer Portal, Please do the Following: Goto Setup > Customer Portal Settings > Customer Portal Access Settings. Choose from the two options listed below.
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 I define the level of access using data sharing settings?
Certainly. You can define the level of access to each others data using Data Sharing Settings in Zoho Support. You can create sharing rules for all the modules apart from the organizations default share settings. You can provide the following types ...
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 > ...