Understanding Roles in Zoho Projects
Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner also has permission to access upgrade/billing process, change portal URL and owner.
Note There can be only one portal administrator in a portal.
Administrator
Administrator is the one who has all the privileges in a portal like adding new projects, folders, adding/removing users, adding/editing/deleting tasks, scheduling meetings.
Manager
A Manager has all the privileges at a project level like adding new projects, folders, adding/removing users and scheduling meetings.
Employee
Employee is a normal user who works for the project with limited privileges like accessing documents, adding tasks, uploading documents in a project.
Contractor
Contractor is the one who works in a project for a specified period of time. When the contract period is over, the administrator revokes their access to the project.
Client User
- A company or organization for whom the projects are done. Eg: Bowman Furniture.
- A user who has access to see the progress of a project from the client company. Eg: mark@bowman.com.
Client user can add tasks, upload documents and actively participate in forum discussions.
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