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.
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 ...
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 ...
Can I restrict departments for Customer Portal Users?
No, it is not possible to restrict a particular Departments for selected Customer Portal users. Once a Department is made "Public", all Customer Portal users can access that particular Department.
Can I hide a Widget in the Customer Portal?
By default, hide option is provided to all the widgets in the customer home page. Widgets set to show in the customer home page are notified in orange and those hidden would be in grey. To hide a widget, rollover the mouse on it to highlight ...
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 ...