Customer Portal Access Lockdown
What you get
Portal profiles often start wide open. We close them so a customer can reach only what is theirs.
- Review of every portal profile: forms, reports, pages and API access
- Customer profile reduced to their own pages, the forms they need and reports filtered to their login
- Report filters corrected so one customer cannot see another customer's records
- Before-and-after permission summary, with a rollback copy
Who it suits
A business that opened a Zoho Creator portal to its customers and has not reviewed the permissions since.
What we need from you
Admin access to your Zoho Creator app, including its portal settings, and a short list of what customers should be able to see. No account yet? Sign up for Zoho Creator.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one portal in one Zoho organization, in MXN before IVA. Anything outside the scope is quoted before we start.