Zoho Sites Help
Zoho Sites Help

Member Portal

The member portal allows you to restrict access to pages and files from your website, making them accessible only to selected members.


How do I...

 Access the Member Portal

The member portal contains an access control list, where you can specify which members can view restricted pages and/or files from your website. Once the Member Portal is set up, you can add members by enabling registration or inviting them to join.

 

To access the member portal:

  1. Click Settings at the top of your builder.
  2. Click Member Portal below the General section.
  3. Click Create Member Portal.

Note: The member portal is a paid plans feature. If you're using a free site and would like to enable the member portal, you'll need to upgrade your plan. 

 Preferences 

In this section, you'll find the tools to customize your member portal settings.

 Enable Member Portal

Click this switch to enable or disable your site's member portal.

                        

 Enable Sign-up

Click this switch to display the sign-up link in the top-right corner of your site.     

                        

 Email Notification

Notifications will be sent to your email address about each new sign-up.

                        

 Sign Up Fields

Click the checkboxes next to the field you'd like to add to your sign-up form.

 Members 

In this section, you can add and manage the user information in your portal.

 

To invite users:

  1. Navigate to the Member Portal.
  2. Click Members in the menu on the left.
  3. Click Invite User on the right.
  4. Enter the email addresses of the people you'd like to invite.
  5. Click Invite.

Note: Tap your keyboard's "Enter" button after each email address to add it to the access list.

 Search Member 

Use the Search Member box to find portal members when you need to view and manage their info.

 Invite User

Click this button to invite users to join your member portal. Users will be added to the "All Members" group when they accept your invite. 

        

To automatically add users to your groups:      

  1. Click Invite User.
  2. Click the Add members directly to groups switch at the bottom of the page and enter the name of your group.
  3. Select the group and click Save

 Export Members

Click this button to export a list of portal members in CSV format.

  Pending Invites

This section displays a list of invited members that haven't yet to accepted your invitation, and the option to resend or delete the invitation. 

 Groups

Creating groups for your member portal makes sharing faster and easier. Assign specific pages or files to a group so members can access them.

 

To create groups:

  1. Navigate to the Member Portal.
  2. Click Groups in the menu on the left.
  3. Click Create Groups at the top-right corner.

4. Enter a name for your group and click OK.

All Members

The All Members group is created for you by default. Members who have accepted your invitation are added to this group automatically. 


Note: You can remove specific pages and files from the All Members group if you don't want them to be visible to all users.

 Q and A

Can users sign themselves up?

When users visit a website that has the member portal enabled, they will see the option to sign in or sign up at the top-right side of the page. If they visit a page that's part of the member portal, they will also be prompted to sign in or sign up. 

How do users edit their password or the information associated with their member portal account?

When users sign in, they can click their username at the top-right corner. They'll find the settings there to change their password and other information. 

Is there a limit to the number of members that can be added to the portal?

Yes, there is. By default, 2,000 members can be added to the member portal. If you'd like to add more members, please contact support.

 

Tip: Make sure that your site's permission is set to Public to enable the Member Portal. 

 

If your site is set as Org Public or Org Private:

  1. Click Settings at the top of your builder.
  2. Click Access Restriction below the General section.
  3. Click the Public option at the far right.

Blogs, externally linked pages, and password-protected pages can't be added to member portal's pages list.