How to Add Portal User in Zoho Creator

Описание: How to Add Portal User in Zoho Creator

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Learning how to add a portal user in Zoho Creator is essential if you want to give clients, customers, or team members secure access to your apps without exposing your entire backend. In this step-by-step tutorial, you’ll learn exactly how to create, configure, and manage portal users inside Zoho Creator. This guide is perfect for beginners as well as advanced users who want to streamline access management and improve collaboration within their applications.

Zoho Creator portals allow you to share forms, reports, dashboards, and pages with external users, making your app more accessible and interactive. Whether you are working on CRM extensions, project workflows, customer dashboards, or internal tools, adding portal users is one of the most powerful features you can leverage. This video walks you through everything from navigating the dashboard to finalizing user permissions.

We’ll begin by showing you where to find the portal settings inside Zoho Creator. Then, you’ll learn how to add users manually, assign them to roles, create permission groups, and send secure login invitations. You’ll also understand how to edit or remove portal users later, how to restrict access to sensitive data, and how to ensure a clean and organized access structure.

By the end of this video, you’ll know how to:
• Access the portal settings in Zoho Creator
• Add a new portal user with full accuracy
• Assign the right role and permissions
• Manage user access based on your workflow
• Send invitations and verify login
• Remove or update users when needed

This tutorial is designed to save you time, reduce errors, and give your users a smooth experience. Instead of figuring things out through trial and error, just follow along and you’ll have your portal fully configured in minutes.

If you’re building apps for clients, running a small business, or creating automated workflows, Zoho Creator’s portal system is a must-know feature. This video will help you set it up the right way from the start. Watch till the end for extra tips on improving portal security and optimizing user roles for better performance.

Don’t forget to like the video, subscribe to the channel, and drop a comment if you want tutorials on permissions, workflows, Deluge scripting, dashboards, or automation inside Zoho Creator.

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