---
title: "Engagement portal"
canonical_url: https://zentrik.ai/docs/product/engagement-portal
markdown_url: https://zentrik.ai/docs/product/engagement-portal.md
category: "Product guides"
learning_track: "administration"
last_reviewed: 2026-11-04
---

# Engagement portal

Invite customers into an ongoing community, run research with them, and share what you learn.

## Overview

Use these guides to set up a community, operate it, or participate in one. The screenshots use fictional example data.

## Set up and manage access

Start with [Set up your engagement portal](https://zentrik.ai/docs/product/engagement-setup). It takes you from a separate portal configuration to a branded community ready for its first invitation. Engagement must be available in your workspace.

- [Add and remove administrators](https://zentrik.ai/docs/product/engagement-administrators): give colleagues whole-portal or selected-group responsibility.
- [Create groups and manage their people](https://zentrik.ai/docs/product/engagement-groups): reuse Panels without automatically enrolling everyone.
- [Invite people and manage membership](https://zentrik.ai/docs/product/engagement-members): review invitations, consent and participation states.
- [Review requests to join](https://zentrik.ai/docs/product/engagement-applications): optionally open an application form. Approval still leads to an invitation.

## Run your community

Publish [announcements, discussions and polls](https://zentrik.ai/docs/product/engagement-posts), and [moderate reported content](https://zentrik.ai/docs/product/engagement-moderation).

To answer a research question, create a [Study](https://zentrik.ai/docs/product/idea-studies) in Zentrik, [share it with eligible groups](https://zentrik.ai/docs/product/engagement-studies), then [publish what you learned](https://zentrik.ai/docs/product/engagement-learnings). You can also publish independent discoveries and roadmap updates.

[Sending an email](https://zentrik.ai/docs/product/engagement-email) is a separate reviewed action. [Configure the digest](https://zentrik.ai/docs/product/engagement-email-settings) when you want recurring updates. [Reports](https://zentrik.ai/docs/product/engagement-reports) helps you inspect recorded participation, while [Capture evidence](https://zentrik.ai/docs/product/engagement-capture-evidence) brings selected feedback into Discovery.

## Take part as a member

Received an invitation? Follow [Join a community and sign in](https://zentrik.ai/docs/product/engagement-join). Then [find your groups, conversations, polls and research](https://zentrik.ai/docs/product/engagement-participate).

You choose whether to take part in each request. [Email preferences, pause and departure](https://zentrik.ai/docs/product/engagement-preferences) remain under your control. You do not need access to the team's internal Zentrik workspace to participate.

![An enrolled member reading an announcement in Northstar Research Community, with Home, Your groups, Research, What we learned and Preferences in navigation.](https://zentrik.ai/images/product/engagement/member-post-light.jpg)

Members use the branded community to read, reply and find research. Screenshots throughout these guides use fictional example data.

## Understand access and delivery

A Person is a customer record. A Panel is a reusable audience. Community membership starts with an accepted invitation and participation consent; neither a Person nor a Panel row establishes it.

Active members of the community’s Zentrik workspace can use their Zentrik account for both administration and participation. Administration needs an explicit grant; participation needs a personal invitation and consent. Other participants use the configured customer sign-in. See [Access, roles and membership states](https://zentrik.ai/docs/product/engagement-access-reference) and [Email delivery states and contact rules](https://zentrik.ai/docs/product/engagement-email-reference).

The optional Ideas section uses the [Ideas Portal](https://zentrik.ai/docs/product/ideas-portal) workflow for requests and votes. Study authoring, responses and findings stay in [Studies](https://zentrik.ai/docs/product/idea-studies).

## Related guides

- [Administer a Zentrik workspace safely](https://zentrik.ai/docs/product/workspace-administration)
- [Invite people and manage access](https://zentrik.ai/docs/product/workspace-access)
- [Set up and manage teams](https://zentrik.ai/docs/product/teams)