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 of activities and/or features inside the portal. Here is a breakdown on what you can and cannot do when the permissions are enabled.

Benefits

Manage permissions at a portal level
Manage permissions at a project level
Manage permissions at a module level

Portal Level Permissions

Portal level permissions are available only for project users. Client profile users will not have portal level permissions.

Portal Section	Action Permitted	Additional Action Permitted
Global Reports	Users can view Phase Gantt, Resource Utilization Chart, and Project Timeline Gantt from Global reports section.	-
Manage Users & Clients	Manage portal and client users. Add Users & Clients permission will also be enabled. Disabling Add Users & Clients permission will disable Manage Users & Clients permission.	View, add, edit and delete portal and client users (except Admins), follow users in the portal. Import users from Zoho Mail Suite and Google Apps.
Add Users & Clients	Add new portal users/clients.	Without Manage Users & Clients permission, the user will only be able to add new users/clients to the portal from inside the project. User will not have access to Portal Users and Client Users sections in Global Settings.
Profiles & Roles	Users can view, add, edit, and delete Profiles and Roles.	-
New Project	Users can create new projects.	View Project Timeline Gantt, Export Projects.
Manage deleted, archived, and trashed projects	Users can archive, trash projects, and restore the trashed projects. Users can delete projects permanently. Users can managed archived projects.
Project Groups, Templates, Layouts & Fields	Users can view, add, edit, and delete project templates.	Manage project groups and project layouts and fields.
Teams	Create teams and associate them with projects.	Uses having this permission will be listed as Team Leads in the Add Team form.
Bug Layouts & Fields	Create and edit layouts and custom fields

Only Portal Owners can add Admins to the portal.
Portal level permissions can be granted only to user profiles.

Project Level Permissions

Project permissions can be given to user profile and client profile users. Client profile users can be given access to forums, pages, and events only.

Project Section	Action Permitted	Additional Action Permitted
Forums	Users can view, add, and edit forums. Delete own forums. Users can also comment on forum posts.	-
Chat	Users can view, create, and edit chats.	-
Pages	Users can view, create, and edit pages. Delete own pages. Users can also comment on pages.	-
Events	Users can view, add, and edit events. Delete own events. Users can also comment on events.	-
Project Settings & Bug Tracker	Users can edit Project Settings and Bug Tracker settings.	Archive projects, edit project, email alias, and forum category. BugTracker business rules, SLAs, notifications, client permissions, email settings, email templates, link bugs, webhooks, and custom functions.
Associate Users / Clients	Add existing portal or client users to projects.	Dissociate users/clients, follow other users in the project, export project users, view profile permissions, customize user permissions inside a project (except for admins and project owner). This permission along with Users & Clients will let user access project filters in the projects list view.

Project owners will have all permissions inside the project irrespective of their profile.
You can give access to only external forums, pages, and events for client profile users.

Module Permissions

This section lets you set permissions at a granular level. These can be applied to both user and client profiles. Timesheets will not be available to client profile users.

Phases

Permission	Action Permitted	Additional Actions Permitted
View	Users can view all phases in the project.	User can follow and add comments to phases.
Add	Users can add phases to the project.	-
Edit	Owned: Users can edit phases owned by them.	-
	All: Users can edit all the phases in the project.	Reorder and move phases.
	None: Users cannot edit phases in the project.	-
Delete	Owned: Users can delete phases owned by them.	-
	All: Users can edit all the phases in the project.
	None: Users cannot delete phases in the project.

Bugs

Permission	Action Permitted	Additional Actions Permitted
View	All: View all bugs in the project.	Export bugs, create bug custom view, use notification helper, add and view comments to bugs, follow bugs, view attachments, view changesets, view linked bugs, and bug reports.
	Related: The users can only view the bugs that are created by them, assigned to them, wherever they are @ mentioned or selected in a pick-list field.	Export bugs, create bug custom view, use notification helper, add and view comments to bugs, follow bugs, view attachments, view changesets, view linked bugs.
	None: Users cannot view any bugs in the project.	-
Add	Add bugs to the project.	Import and clone bugs.
Edit	Owned: Users can edit bugs assigned to them and other unassigned bugs.	Update bugs in bulk and update bugs by user pick list.
	Added: Users can edit bugs added by them and other unassigned bugs.	Update bugs in bulk and move bugs.
	Both: Users can edit bugs added and owned by them. Users can also edit all unassigned bugs.	Update bugs in bulk, update bugs by user pick list, and move bugs.
	All: Users can edit all bugs in the project.	Flag bugs as internal or external, move bugs, edit bug title and description, filter Bugs by assignee, update bugs by user pick list, create custom views with accessibility permissions, link bugs.
	None: Users cannot edit bugs in the project.	-
Delete	Owned: Users can delete bugs assigned to them in the project.	-
	Added: Users can delete bugs reported by them in the project.
	Both: Users can delete bugs assigned to them and reported by them in the project.
	All: Users can delete all bugs in the project.
	None: Users cannot delete bugs in the project.
Add Followers	Users can add followers to all bugs in the project.	-

Timesheet

Timesheet is accessible only to Project Users. Client Users will not be able to view timesheets.

Permission	Action Permitted	Additional Actions Permitted
View	Owned: Users can view their own time logs.	Access bug detail page log hours tab.
	All: Users can view all time logs in the project.	View Timesheet Reports.
	None: Users cannot view any time logs in the project.	-
Edit	Owned: Edit own time logs in the project.	-
	All: Edit time logs of all users in the project.	Filter Timesheet by assignee, access client, and project reports.
	None: Cannot edit time logs	-
Delete	Owned: Delete own time logs in the project.	-
	All: Delete all time logs in the project.
	None: Cannot delete any time logs in the project.
Approve Timesheet (except client users)	Users can approve time logs.	-
Finance (except client users)	Users can invoice time logs.	-

Documents

Permission	Action Permitted	Additional Actions Permitted
View	Users can view documents in the projects.	-
Add	Users can add documents in the projects.	-
Edit	Users can edit documents in the projects.	-
Delete	Users can delete documents in the projects.	-
Manage Folders	Users can create and upload folders.	Dropbox sync, trash folders.

Access your files securely from anywhere

Zoho CRM Training Programs

Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

Redefine the way you work

with Zoho Workplace

Start your free trial

Zoho DataPrep Personalized Demo

If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

Create, share, and deliver

beautiful slides from anywhere.

Get Started Now

Zoho Sign now offers specialized one-on-one training for both administrators and developers.

BOOK A SESSION

Zoho Workerly Home
Forums
Connect With Us:

Zoho Recruit Home
Forums
Connect With Us:

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.

Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag and Drop form builder		WCAG

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Zoho Pagesense Resources

You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Zoho Sheet Resources

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Forms Resources

Secure your business

communication with Zoho Mail

Get started

Mail on the move with

Zoho Mail mobile application

Go Mobile

Stay on top of your schedule

at all times

Get started

Carry your calendar with you

Anytime, anywhere

Get started

Latest Announcements

New to Zoho Sign?

Zoho Sign Resources

Sign, Paperless!

Sign and send business documents on the go!

Get Started Now

Zoho SalesIQ Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Connect with us

New to Zoho ZeptoMail?

LEARN MORE

Latest Feature Updates

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho DataPrep Demo

Get a personalized demo or POC

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

New to Zoho Workerly?

Access Zoho Workerly

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho CRM?

Signup Now

Access Zoho CRM

Latest Feature Updates

New to Zoho Projects?

Access Zoho Projects

New to Zoho Sprints?

Access Zoho Sprints

New to Zoho Assist?

Access Zoho Assist

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Related Articles
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 ...
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 ...
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 ...
Configuration
Client Permissions Configure your client permissions and privileges. You can set the default client permissions to view the bugs for the selected project. And you can collaborate with your clients and work on the bugs. In Client Permissions, select ...
Web To Bug Form
Clients can report issues from their websites with the simple to use Web To Bug Form. Navigate to > Bug Tracker and select Web To Bug Form. Click Add Web to Bug Form button to open the form. Select a project to submit bugs to. Enter a Form Name. ...