Comprehensive guide to add users

Comprehensive guide to add users


We've received quite a few questions regarding adding users to the Zoho Sprints workspace. So we decided to address it through a comprehensive post covering the locations (modules or tabs) from which you can add your users.

Adding users to your workspace is a necessary action that completes your workspace and project set up. The Workspace Owner or the users with an Admin profile can add users. To simplify this process and make it easily available, we have incorporated the add user action at multiple places within the product.

There are three main categories or types of users. This allows you to distinguish between internal and external users.
  • Workspace users: All users who can access your workspace: mainly your organization or internal users.
  • Client users: External users who are customers, stakeholders, or partners with restricted access.
  • Vendor users: External users who provide third-party services with restricted access.
In the case of external users, a separate portal is reserved to cater to them exclusively and ensure safe and secure interaction, avoiding unintended data sharing.

Locations to add users

You can add, import, or sync users from the following locations:
  • Add users to your workspace
  • Add vendor users to your workspace
  • Add client users to your workspace
  • Add users from the project details page
  • Sync users from Zoho Projects
  • Import users from JIRA, Trello, and Azure
  • Import users Gapps and MS Office

Add user to workspace

Navigate to Manage Users > Workspace Users. Click +User to add a new user. You can specify a role and permission and notify the user via email. The user will accept your invitation and access the workspace from the email.



Users added to the workspace need to be associated with the required projects to allow access.

Add client users

Navigate to Manage Users > Client Users. Click the Client Company button to create a client portal and group. Add clients to it. The client users will accept your invitation and access the client portal from the email.

Add vendor users

Navigate to Manage Users > Vendor Users. Click the Vendor Company button to create a vendor portal and group. Add vendors to it. The vendor users will accept your invitation and access the vendor portal from the email.


Add users from project details page

Navigate to the project details page and go to the Project, Client, or Vendor Users tab to add the respective user. For client and vendor users, a client or vendor company needs to be created.



Users added from the project details page will be associated with that project directly.

Sync users from Zoho projects

Sync users from the Zoho Projects account integrated with your Zoho Sprints workspace.

Import users from JIRA, Trello, and Azure

Import your JIRA, Trello, and Azure users from respective external accounts into your Zoho Sprints workspace while importing those projects.

Navigate to Import under Settings > Select the required service > Authorize the import and map the fields in both applications to initiate the process.

Import users from Google and MS Office

Import your Google and MS Office users from respective external accounts into your Zoho Sprints workspace.

Navigate to Import under Settings > Select Google or MS Office > Authorize and Import the users.

These are the available means to add users to your workspace. Here are a few links that will help you understand more about adding and managing users:

If you have specific clarifications regarding adding users, please leave a comment or reach us at support@zohosprints.com.

Thanks,
Zoho Sprints team

    • Sticky Posts

    • Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints

      Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success.    Laura's plan   Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team and

    • Tip # 3- Working on the Scrum board

      Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board.  Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint.    The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed.  The scrum board

    • Tip#2- Leading you to a Sprint

      Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based on

    • Tip #1- Why swimlanes?

      Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do.   The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific

    • Recent Topics

    • How to update custom multi-user field in Zoho Projects?

      I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

    • Accessibility Spotlight Series - 1

      Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

    • Projects Tasks Not Showing Dependencies

      I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking

    • Deprecation of C4 endpoint URLs

      Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating

    • Introducing AWS authentication for connections in Deluge

      Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

    • Timeline Tracking Support for records updates via module import and bulk write api

      Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • ListObjects is recognized by VBA

      Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

      Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

    • Can’t send emails from Zoho CRM after adding a new user — verification codes not received

      Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directly

    • CRM for email in Outlook: how to ignore addresses?

      We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

    • Scheduling Calls in CommandCenter / Blueprints

      I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

    • Quickly send emails and sync conversations with custom email addresses in CRM

      Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

    • Zoho製品と生成AIツールの活用について

      いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

    • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

      Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

    • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

      I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

    • Send WhatsApp voice messages from Bigin

      Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

    • Microsoft Teams now available as an online meeting provider

      Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

    • I want to subscribe 1 professional user but the email only 250 per day?

      When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How do you map a user picklist field to another user picklist field.

      In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

    • Explore Competitive 3D Scanner Prices at Protomont Technologies

      The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

    • New and improved API resources for Zoho Sign Developers

      Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

    • Project Approval Process Workflow

      Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

    • Marketing Tip #5: Improve store speed with optimized images

      Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

    • Why can I not choose Unearned Revenue as an account on items?

      Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

    • Form Submission Emails

      Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

    • Rules not working properly

      I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

    • Notebook font size issue

      If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

    • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

      792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

    • Ampersand in URL parameter // EncodeURL does not work

      Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

    • how can we create in zoho crm a new contact when the looup does not find a similar existing one

      In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

    • Directory Websites

      Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

    • Manage Task on Mobile

      How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

    • Set Default Payment Method & Default account

      Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

    • Customer Portal on Zoho Desk

      Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

    • Computer Showing Offline in Unattended Access

      I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

    • Closing Accounting Periods - Invoice/Posting dates

      Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

    • Zoho CRM Portal Error

      Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

    • Next Page