Zoho Projects Integration - Online Help - Zoho CRM

Understanding Roles in Zoho Projects

The roles and access privileges available in Zoho Projects are as follows:

Portal Owner

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.


    Zoho CRM Training Programs

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

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Configure Zoho Projects Integration

                                                                                      Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...
                                                                                    • Zoho Projects Integration - Overview

                                                                                      Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...
                                                                                    • Working with Zoho Projects Integration

                                                                                      Create a Project You can create projects for Accounts, Contacts and Deals in Zoho CRM. The users in your CRM account can create or associate projects if they have permission to do so. Note The user should have Create Project permission in Zoho ...
                                                                                    • Managing Roles

                                                                                      In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...
                                                                                    • Working with Zoho Desk Integration

                                                                                      Zoho CRM lets you integrate your Desk and CRM accounts. This integration is aimed at providing a single platform to view and respond to the customer tickets right within the CRM account. As an administrator you can initiate integration between CRM ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources