Manage Users
Client User List View
The Client Users List View in Zoho BugTracker provides a clear and organized list of all client companies and their respective users within your portal. This view lists user names, their specific rates per hour, costs per hour, and current invitation ...
Client User Grid View
A company or organization for whom the projects are done, is called a client company E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that project. ...
Portal User List View
The Portal Users List View allows adding new members to the portal, setting up their roles and rates, costs and assigning them to specific projects. You can edit user information and manage their active or deactivated status. This view supports bulk ...
Portal Users Tree View
The tree view will display all portal users in a hierarchical structure. Users with direct reports will have a number beside their name indicating how many subordinates they have. Add Portal Users Click in the upper-right corner of the top navigation ...
Portal Users Grid View
Employees in your organization must be added as portal users before they are assigned to individual projects. Projects are accessible to users added to them. Portal Owners and Admins will have access to all projects in the portal. Add Portal Users ...
Teams Grid View
Teams in Zoho BugTracker lets you group portal users to manage projects better. With it, you can create teams, assign a team lead, associate teams to projects, and handle team communications through a single email alias to notify team members about ...
Teams List View
Build your own team by grouping portal users. In the Teams List View, coordinate with your team members to manage your projects efficiently and effortlessly. Benefits Filter by team in user filters. Team members get notified via email whenever the ...
Profiles
A user's profile determines the level of access within the organization. Zoho BugTracker classifies profiles into two categories. User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal ...
Roles
Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho BugTracker gives you four default roles (Administrator, Manager, Employee, and Contractor) which ...
Permission Sets
Zoho BugTracker offers better control over the access levels a user has in the portal. Profile permissions have been divided into three sections. Portal Level, Project Level, and Module Level. Each permission in these sections lets users handle host ...
Portal Owner and Admin Permissions
Certain permissions are exclusive to the Portal Owner and cannot be shared with other users. Admins too have certain privileges not limited to the profile permissions. Permission Portal Owner Admin Settings Manage Subscriptions Y - Change Portal ...
Profiles and Roles
Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. Using Profiles ...
User Details Page
The User Details page provides detailed information about a particular user. There are various sections that display the user's Skillset and Status summary. Benefits: Streamlines user management and access control. Provides comprehensive user ...

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