What is Customer Support Portal?

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• 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 ...

• Can I re-invite a Customer Portal user?

  Yes, you can re-invite your Customer Portal user if they have not accepted their first invite. To carry out this function, Goto Setup in Zoho Support > Customer Portal Settings > Customer Portal Users. In the Customer Portal Users page, you can find ...

• How do I add Customer Portal for my organization?

  Customer Portal is automatically enabled if you add Portal Users. To add portal users: Goto Setup > Customer Portal Settings > Customer Portal User > Add Portal User. Also, you can add a contact as portal user. Just open an added contact and click ...

• 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 to de-activate a Customer Portal User?

  To de-activate Customer Portal User, Goto Setup > Customer Portal Settings > Customer Portal Users. The list of Portal Users who have been added would be displayed. Select the user you intend to de-activate and click Deactivate Portal User.