Add Portal Users

1. Click   in the upper-right corner of the top navigation band.
   
2. Navigate to the Manage Users and then click Portal Users.
   
3. Open Tree view.
   
4. Click Add User in the upper-right corner.
   
5. Enter a User Email address. You can add multiple email addresses separated by a comma.
   
6. 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.
   
7. 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.
   
8. Enter Cost Per Hour (used for calculating project cost). This is applicable for projects which have Based on Staff Hours as the billing method.
   
9. Select a Reporting Manager for the user.
   
10. 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.
    
11. Click Add. Users will receive an invite in their inbox and must accept it before they can access the portal.
    
12. Re-invite users who have not accepted the invitation by hovering over the user, clicking  > Re-invite.

Manage Portal Users

1. Use  at the top if you need to find a specific user quickly.
   
2. Click on the user to expand their branch and view their direct reports.
   
3. Hover over the user to view details such as email, role, and profile.
   
4. Import portal users from a CSV (Comma Separated Values) file. You can now bulk import users into your Zoho BugTracker portal using CSV files.
   
5. Export portal users to a CSV file.