Zoho Portals Get Smarter: User Group Creation Just Got Easier

Zoho Portals Get Smarter: User Group Creation Just Got Easier

Hello everyone,
Before we walk you through the upcoming features in Portals, here’s a quick look at some recent user interface updates made to the Portals page to enhance usability. Several tabs and settings have been rearranged for easier navigation and access to key functionalities.

From now on, User Type will be known as User Group—a more appropriate term for its purpose. Accordingly, the Create User Type button has been renamed to Create User Group on the Portals page.


Additionally, Portal Tab Configuration has been renamed to Portal Module Configuration to align more accurately with its function. So wherever you previously saw "tab," you’ll now see "module" in the Portals interface.



A Closer Look at the Changes:

✅ User Group Creation Process
Earlier, creating a user group involved a separate User Type step, where you'd provide a name. This has now been replaced with a section called User Group Details, where you can not only name the group but also choose the primary and related modules upfront—before reaching the Portal Module Configuration screen.

The invitation settings, which used to appear after setting up field permissions and clicking Finish, are now included directly within the User Group Details section.



✅ Module Configuration Simplified

Previously, the Portal Tab Configuration displayed all related modules, even those you had unchecked. Now, in the Portal Module Configuration section, you will only see the selected primary and related modules. You also have the flexibility to add or remove modules right from this screen.


Portal User Group Interface Update

The Configuration tab you previously saw after selecting a user group has now been split into two distinct tabs:

  1. Modules and Permissions
  2. Settings
  3. Users

Modules and Permissions

Under this section, you’ll find all settings related to module selection and permission control, just like before. However, options such as Invitation Preference, Manage Portal Forms, and Customize Portal Templates, which were previously under the three-dot menu in Configuration, have now been relocated.

Invitation Preference is now easily accessible at the top-right of all tabs.


Manage Portal Forms and Customize Portal Templates have been moved under the Settings tab. This reorganization ensures better visibility and easier access to frequently used settings.

The Settings tab is now home to two subtabs if you’re using email invitations:

  1. Portal Forms – to create, edit, and manage your portal forms
  2. Email Templates – to manage and customize email invitations



If you're using SMS invitations, you'll see a single tab labeled:
SMS Templates – where your created SMS templates are listed

For more information, please visit www.pfc-group.com