Managing customers in the customer portal
To manage the customers of customer portal:
- Click the Customer Portal option under the Users and Control section in the Settings page.
![](//www.zohowebstatic.com/sites/default/files/me_appcreator/me_zc.custportal.settings.e1n.jpg)
- In the customer portal page the list of customers will be displayed. By default the list will contain approved customers.
![](//www.zohowebstatic.com/sites/default/files/sett_cpmanage.png)
A drop down list will expand when you click the Approved Customers button. The list contains three options: Approved Customers, Pending Customers, and Unconfirmed Customers.
![](//www.zohowebstatic.com/sites/default/files/sett_cpmanage9.png)
Selecting the Pending Customers option will display the list of customers whose approval requests are pending confirmation.
![](//www.zohowebstatic.com/sites/default/files/sett_cpmanage4.png)
Selecting the Unconfirmed customers option will display the list of customers who are yet to accept the invitation to join the customer portal.
![](//www.zohowebstatic.com/sites/default/files/sett_cpmanage5.png)
- To re-invite customers who are yet to accept the invite, select those customers and click on the Re-invite button that appears above the list.
![](//www.zohowebstatic.com/sites/default/files/sett_cpmanage6.png)
- To delete the customers, select the customers and click on the Delete button that appears above the list.
![](//www.zohowebstatic.com/sites/default/files/sett_cpmanage7.png)
A pop up will appear requesting confirmation for the delete action. Click Yes.
![](//www.zohowebstatic.com/sites/default/files/sett_cpmanage8.png)