Portal Team Logins with Per-Location Access
What you get
Each customer account can have several people signing in, and each person sees only the locations assigned to them.
- Portal user records with a role (Owner or Team Member) and the locations each person may see
- One access check used by every portal page, so lists, totals and charts all respect it
- Team page where the account owner adds, edits and deactivates teammates
- Portal invitation sent when a teammate is added
- Email to your staff on every access change, with a log of who changed what
- Up to ten existing portal pages switched to the new access check
Who it suits
A business whose customers have several locations or branches, and more than one person who needs to sign in.
What we need from you
Admin access to your Zoho Creator app with a customer portal already running, enough portal users for the people you plan to invite, and the roles you want. 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 app and one portal, up to ten portal pages, in MXN before IVA. Portal user licenses are sold separately. Anything outside the scope is quoted before we start.