Manage Users in a Project

Users can be added to a project to work on tasks and issues. They can also add time logs to track their productivity. Admin profile users are added to all projects by default.

Add Users to a Project

Users (other than admins and portal owner) must be added to a project before they can be assigned tasks or issues.

Navigate to a project and click Users in the top navigation band.
Click on Add Users.
Select an existing user from the Portal Users tab. Click Add.
Click Invite User tab to add a new user. Fill in the details and click Invite. New users must accept the invitation sent to their email address before they can access the portal and the project.

Change User Profile for a Project

User profile can be changed for specific projects without affecting their org level profile

Navigate to a project and click Users in the top navigation band.
Select the Project Profile column and click on the profile against a user's name.
Select the new profile for the specific project.

Customize User Profile for a Project

User profile can also be customized for a project by adding or removing permissions for certain actions without changing their profile completely.

Navigate to a project and click Users in the top navigation band.
Hover over a user and click on to the left.
Click Edit.
Click on the customize icon ().
Select or deselect the permissions as required.
Click Close.
Click Update to set the permissions for the project.

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Portal Owner and Admin permissions

Permissions in Zoho Projects

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