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:
- https://help.zoho.com/portal/en/kb/zoho-sprints/users/articles/manage-workspace-users
- https://help.zoho.com/portal/en/kb/zoho-sprints/users/articles/manage-client-users
- https://help.zoho.com/portal/en/kb/zoho-sprints/users/articles/manage-vendor-users
If you have specific clarifications regarding adding users, please leave a comment or reach us at support@zohosprints.com.
Thanks,
Zoho Sprints team
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