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 updates of user details and allows for the bulk deactivation of users.
- 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
- Click
in the upper-right corner of the top navigation band.
- Navigate to the Manage Users and then click Portal Users.
- Open List view.
- Click Add User in the upper-right corner.
- Enter a User Email address. You can add multiple email addresses separated by a comma.
- Select a Role and Profile for the users. If your portal is integrated with Zoho Books or Zoho Invoice you can also add user rates.
- Enter Rate Per Hour (used for billing and calculating project revenue). This is applicable for projects which have Based on Staff Hours as the billing method.
- Enter Cost Per Hour (used for calculating project cost). This is applicable for projects which have Based on Staff Hours as the billing method.
- Select a Reporting Manager for the user.
- Select the projects from the picklist to add users to them. Users having the Admin profile will be automatically added to all the projects and cannot be removed.
- Click Add. Users will receive an invite in their inbox and must accept it before they can access the portal.
- Re-invite users who have not accepted the invitation by hovering over the user, clicking
> Re-invite.
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Use Case
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Number of users allowed
|
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New sign-ups for free plan
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Can add a maximum of 3 users.
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Existing free plan accounts with more than 3 users
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Can continue with existing users. New users cannot be added unless you deactivate existing users (If the user count drops below 3, the 3 user limit will apply).
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Existing free plan accounts with less than 3 users
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Can add more users subject to the 3 user limit.
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Downgrade from paid plan to free plan
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3 users will remain active and the rest will be deactivated.
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Paid plans
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Click here to view user limits in our paid plans.
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Edit Portal Users Inline
- Click
- Navigate to the Manage Users and then click Portal Users.
- Click on any field corresponding to the user to add or update the user information.
Manage Portal Users
- Use predefined views to find specific users by categories such as All Active Users, All Users, Read-only Users, Active Direct Reports, Active Subordinates, Deactivated Users, and Deactivated Read-only Users.
- Click on a user to open the user details page.
- Hover over a user, click to Open Details, Open Details in New Tab, Copy Link, Re-invite, Edit, Deactivate, Delete, or Copy Email.
- Alternatively, right click on the user for these options.
- Use
to find specific users quickly.
- Click
to add new columns.
- Reorder the column by hovering over the field header and dragging it to the left or right.
- Right click on the field header to Apply Filter, Insert Column Before, Insert Column After or to Hide Column.
- Use
to search for and view users filtered by specific details.
- Import portal users from a CSV (Comma Separated Values) file. You can now bulk import users into your Zoho BugTracker portal using CSV files.
- Export portal users to a CSV file.
Bulk Update
Bulk Update the users' 'Rate per Hour' and 'Cost per Hour' for multiple users simultaneously.
Access your files securely from anywhere
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