Get Portals
Portals
Portals in CRM allow the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and notes present in CRM. They can also view, edit, an create records, add notes and attachments.
Purpose
To get the details of the portals available in your org.
Request Details
Request URL
Get all portals - {api-domain}/crm/{version}/settings/portals
Get a specific portal - {api-domain}/crm/{version}/settings/portals/{portal_name}
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
scope=ZohoCRM.settings.clientportal.ALL
(or)
Scope=ZohoCRM.settings.clientportal.READ
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v4/settings/portals/MyFirstCompany"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
Possible Errors
- NO_PERMISSIONHTTP 403
You do not have "Manage Portal" and "Manage Portal Users" permissions.
Resolution: Contact your administrator.
Sample Response
Copied{
"portals": [
{
"created_time": "2021-11-25T16:13:33+05:30",
"modified_time": "2021-11-25T16:13:33+05:30",
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"name": "MyFirstCompany",
"active": true,
"zaid": "10xxx10",
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
}
}
]
}