Accessing my Portal

Accessing my Portal

You will receive an email from a business who subscribes to ZE Portal. That email will have a button that leads to your specific portal.

The portal is accessed using a secret hash in the URL. Therefore, you do not need to enter a username or password to access the portal.

If you share the URL link to your portal with anyone else, they will then have access to your portal. This is helpful when your portal includes information about multiple parties, for example a couple applying for a mortgage together.

    • Related Articles

    • Create Additional Portal Item

      You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that automatically creates a Client Portal Item (and links it to an existing Client Portal). For example, you can use this when you receive a form ...
    • Create Portal Script

      You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that creates a Client Portal Record (with all the Client Portal Items from your chosen Template). The below script will use a ZE Portal built-in ...
    • How to a Create Client Portal Template

    • How to Subscribe to ZE Portal

      Visit our About Page and use the button at the bottom of the page to sign up for a subscription Be sure to enter your Zoho CRM "Org ID" correctly when signing up. Your Org ID is shown in the URL bar when you are on any page within Zoho CRM. For ...
    • Portal Not Loading

      If your portal does not load, it may be for a number of reasons. Please check the exact error message displayed to you on your device. Please close the web browser and then click the button in your Portal email again to reopen your portal. If your ...