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.

Contact User
 
Apart from the client users, there can be people associated with a project but may not be involved in the everyday activities of the project. For example, the details of the delivery partner or the supplier might be needed for a project to have quick access to them. However, the delivery partner or the supplier might have no direct function with the project. In this case, they can be associated with the project as a Contact user, such that no direct invites are sent to them. Their details would still be available on the Project details page for other users.



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