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This help page is for users in Creator 5. If you are in the newer version (Creator 6), click here. Know your Creator version.

Understand customer portal's sign in, sign up and reset password pages

Similar to every application, online service and website, your Creator application's portal has three assets that are essential to your customer's lifecycle — the sign in, sign up and reset password pages. Zoho Creator offers a default and robust design for each of these pages, which you can further customize using the portal page designer. Refer to:

The Sign in, Sign up and Reset Password pages can be accessed from the Page Customization tab.

The admin can click on a portal page, which will open the respective page in a new tab in your browser.

Sign in page

This is the page where your customers will have to enter their credentials to access your Creator application's portal. By default, this will appear as follows:

To sign out of your portal, click on your profile picture, and then click on the Sign out button.

Sign up page

This is the page where end users sign up for your Creator application's portal. In case your portal is private or restricted, your approval is required to complete the signup process. Below is how the signup page looks by default:

Reset Password page

This is the page where your customers can reset their password for accessing your Creator application's portal. By default, this will appear as follows:

Portal Page Customization

Zoho Creator offers an intuitive designer for customizing the design of your portal's sign in, sign up, and reset password pages. This sophisticated designer is common for all three portal pages and allows you to customize all their components.

Playing around with the designer helps you achieve maximum resemblance between your portal page and your application. Each portal page has a set of general properties, and properties specific to the components that the page holds. The three components (portal backdrop, Portal Column, and Portal Form) which are discussed in detail below.

Components of a Portal Page


A portal page has three components that contribute to the user interface design in different ways. They have properties of their own which can be utilized to design a very distinct user interface layout. The components are:

  • Portal Backdrop - You can customize the portal backdrop by editing the page width, padding, background color, background image, and by adding more elements (headings, tables, spacers, etc)
  • Portal Column - The portal column holds the portal form within it and has excess area that can be customized to suit your needs. You can choose to edit the alignment, spacing, background color, and background image.
  • Portal Form - The portal form contains the input fields for the credentials. Every element inside the portal form can be customized such as the background color, the font of the buttons and field names, the color of the buttons, the color of the links when hovered over, etc.

Portal Backdrop

The properties specific to the portal backdrop helps you design the prefixed and custom elements of the portal page. These properties appear by default when a portal page is edited.

 

Property

Icon

Description

Page Width

  • Default - The prefixed page width that has been affixed to portal pages uniformly.

Note  Default value will be set to 100% capacity.

  • Custom - The portal page's width can be customized according to your needs in pixels.

Note : The pixel range within which you can adjust the page width is 790-1500.

Padding

The space between the content and the border of the portal page can be customized in pixels.

Note : The pixel range within which you can adjust the padding is 0-100.

Background Color

The background color of the portal page. The available options to choose from are:

  • No Fill - Leaves the background blank.
  • Preset Colors - The predefined color scheme from which the background color can be chosen.
  • More Colors - The color palette from which a customized color can be chosen according to your needs. HEX and RGB codes can also be used to find a specific color.

Background Image

An image that fills and makes the background of your portal page. This can be uploaded using File manager or a Web url.

  • Once uploaded, it can be changed or deleted.
  • It has to be uploaded in the .jpg or .png format and with a file size less than 5MB.
  • Image Size - Determines the fit of the image in the portal page's background. Available options are:
    1. Auto  
    2. Contain
    3. Cover

Elements

The elements column situated on the left side of the designer features predesigned elements. You can add them to your portal page's backdrop:

  • Heading
  • Paragraph
  • Image
  • Table
  • Spacer 

The builder offers element-specific toolbars that allow you to customize their display value, appearance, insert system variables, and much more.

Undo & Redo

  • Undo - Go back one step in the edition of the portal page.
  • Redo - Repeat a step that was undone in the edition of the portal page.

Note 

  • You can also use the standard keyboard shortcuts to perform these operations.
  • Upto 10 changes can be undone or redone.

Portal Column

The properties specific to the portal column that helps you customize the panel that encapsulates the portal form. They can be accessed by clicking on the portal column.

Property

Icon

Description

Alignment

The alignment of the portal form in the portal column. the available options are:

  • Left
  • Center
  • Right

Spacing

The spacing between the margins of a portal column and the portal form that is situated inside it. The available options are:

  • Left
  • Top
  • Right
  • Bottom

Note : The pixel range between which you can set the spacing is 0-1400.

Background Color

It is the color of the portal column. The available options to choose from are:

  • No Fill - Leaves the background blank.
  • Preset Colors - The predefined color scheme from which the background color can be chosen.
  • More Colors - The color palette from which a customized color can be chosen according to your needs. HEX and RGB codes can also be used to find a specific color.

Background Image

An image that fills and makes the background of your portal page. This can be uploaded using File manager or a Web URL .

  • Once uploaded, it can be changed or deleted.
  • It has to be uploaded in the .jpg or .png with a file size less than 5MB. 
  • Image Size - Determines the fit of the image in the portal page's background. Available options are:
    1. Auto
    2. Contain
    3. Cover

 

Portal Form

The Form Customization properties specific to the portal form helps you design and customize the portal form fully. They can be accessed by clicking  Form Customization or by directly selecting the portal form.

 

Property

 

Description

Background

The background color of the portal form.

Border

  • Color - The color of the portal form's border.
  • Style - The borderline design can be chosen from:
    1. continuous line
    2. dashed line
    3. dotted line
  • Width - The thickness of the border that runs around the portal form.

Note: The pixel range within which you can customize the border width is 0-20.

Shadow

  • Shadow Color - The color of the portal form's shadow.
  • - The thickness of the shadow on the X-axis.
  • - The thickness of the shadow on the Y-axis.
  • Blur - The extent to shadow needs to be blurred.
  • Spread - The extent to which the shadow needs to be spread.

Typography

  • Font Family -  The font that will be applied throughout the portal form. A list of 23 font families are available in the dropdown.
  • Title Text Color -  The color in which the title text needs to be displayed.
  • Body Text Color -  The color in which the body text needs to be displayed.

Field Input

  • Text Color - The color of the text that the end-user enters in the field.
  • Placeholder Color - The color of the default placeholder of the input field.
  • Background Color - The color of the input field box.
  • Border Color - The color of the borderline of the input field box.

Note : These properties can be defined for both, their default display, and their appearance when hovered upon. This can be done by switching between the Default and Hover tabs.

Button

  • Text Color - The color of the text that is displayed on the button.
  • Background Color - The filled color of the buttons placed within the portal form.
  • Border Color - The color of the borderline of the buttons placed within the portal form.

Note : The properties can be defined for both, their default display, and their appearance when hovered upon. This can be done by switching between the Default and Hover tabs.

Link

  • Default Text Color - The color of the text that is displayed on links placed within the portal form.
  • Underline - The link text can be displayed as underlined or plain.

Note : The properties can be defined for both, their default display, and their appearance when hovered upon. This can be done by switching between the Default and Hover tabs.

Points to Note

  • You can make row and column-wise customizations to every element present in the portal page. The available properties are:
    • Row - Spacing, Fill Color, Edit HTML, Border
    • Column - Fill Color, Border
  • The changes you make in the designer are automatically saved.
  • You can set the width of all the columns in the portal page by dragging its borders.

 

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