Customize profiles with new restrictions
In Zoho Projects, you have more control over the user profiles by customizing them with access permissions. We have now enhanced the module-level permissions such as view permission for tasks & issues and field-level permissions for tasks.
You can customize user profiles to view only the relevant tasks. For instance, you can customize the manager user profile with permission to view all the tasks while the contractor user profile can view only their related tasks. Moreover, you can customize user profiles with field-level permission for tasks. Let’s see how you can customize the user profiles with these permissions.
View permission for tasks and issues
In the “view” permission for task and issue, there is a new option: Related. When you select Related, the user profile can view their related tasks or issues which are created, assigned, and followed by them. Also, they can view the tasks or issues wherever they are @mentioned in or selected from a user pick list.
Field-level permission for tasks
We now let you customize user profiles with field-level permission for tasks. In the Assign Task permission, you can select if the user profile can pick up the tasks or assign tasks to others. There are two options:
TO SELF: Users can assign tasks to themselves.
TO OTHERS: Users can assign tasks to others.
Moreover, it is based on the edit permission given for tasks. For example, let’s consider that you are customizing an employee’s user profile. If you select “Added” in the Edit permission and “To self” in the Assign Task permission, the employee can assign themselves to the tasks they add or any unassigned tasks, however, they cannot assign those tasks to others.
On top of that, you can customize fields that the user profile can access. For example, if you want only the manager user profiles to update the start date and end date of the tasks, you can select “View/Edit” permission for the Start date, End date, and Duration fields, while for the employee user profile you can select “View only” permission. So that, only managers will be able to update the dates while the employees can’t.
You can set access permissions for both default and custom fields. However, you can hide only the custom fields but not the default fields.
VIEW/EDIT: Users can view or edit the field value.
VIEW ONLY: Users can only view the field.
HIDE: Users cannot view the field.
You can also customize the field permission in one go for all the user profiles in Layouts and Fields. Navigate to task layouts and edit the fields to customize the access permissions for different user profiles.
Learn more
about field-level permissions in task layouts and fields.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sushma K S
Sticky Posts
Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableRename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelledProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー