Can anyone explain how Teams/Roles/Users/Profiles are intended to work in Projects
I don't feel like our need is that unique, yet we constantly struggle to get/keep it working.
Our Design and Project Manager Teams need access to every project. The only way we found to make this happen is to add those Teams to the Templates we use for new projects. This works okay until we add an employee to those Teams, then we have to manually add existing projects for them.
Our Sales team needs visibility to the list of Projects and Tasks, but shouldn't be able to change anything. Why can users on the Sales team not even see projects without being Associated? Is there a way around this?
We're about at our wits end with ZOHO One and the shockingly poor cross-platform User/Team management stuff. It's absolutely appalling.