Manage Users
Lite Users
Zoho Projects supports an additional user profile called Lite Users. Unlike Read-only user profile, Lite User profiles can have view, add, and edit permissions. These permissions can be modified as per requirement across modules. Project admins can ...
Invitation Templates
Invitation Templates allow you to invite users with a customized subject and email content. These templates can be used when inviting both portal users and client users to your Zoho Projects portal. Create Invitation Template To create Invitation ...
Teams List View
Build your own team by grouping portal users. In the Teams List View, coordinate with your team members to manage your projects efficiently and effortlessly. Feature Availability: Available in user based Enterprise plan. Create up to 50 teams. ...
Client User List View
Client Company is now Customer in Zoho Projects The Client Users List View in Zoho Projects provides a clear and organized list of all customers and their respective users within your portal. This view lists user names, their specific rates per hour, ...
Portal Users Tree View
The tree view will display all portal users in a hierarchical structure. Users with direct reports will have a number beside their name indicating how many subordinates they have. Manage Portal Users Use at the top if you need to find a specific user ...
Portal User List View
The Portal Users List View allows adding new members to the portal, setting up their roles and rates, costs and assigning them to specific projects. You can edit user information and manage their active or deactivated status. This view supports bulk ...
Manage Users in Zoho Projects - Concept
Managing users in Zoho Projects involves adding portal users, clients, and team members. Users can also be assigned to predefined profiles and roles or to custom profiles and roles to define responsibilities and access levels. It is crucial to manage ...
Read-Only Access Users
Zoho Projects supports portal users with read only access. They cannot add, edit, or delete any entities in Zoho Projects. Use cases Construction: Supervisor of a building site provides input to the engineer about the progress of the construction. ...
Resources
Resources are equipment that are used in performing project activities. These could be machinery, heavy equipment, etc. Zoho Projects allows users to add and track resources used in completing their projects. Use case Construction: Heavy equipment is ...
Contacts
Projects have multiple users working on multiple work items. Some users are directly involved in a project where as some users don't engage in day-to-day activities of a project. Zoho Projects classifies such users into Clients and Contacts. Client ...
Teams Grid View
Teams in Zoho Projects lets you group portal users to manage projects better. With it, you can create teams, assign a team lead, associate teams to projects, and handle team communications through a single email alias to notify team members about ...
User Details Page
The User Details page provides detailed information about a particular user. There are various sections that display the user's skill set (requires Zoho People integration), Planned vs Actual hours, and Status summary. Benefits: Streamlines user ...
Profiles and Roles
Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. Using Profiles ...
Portal Owner and Admin Permissions
Certain permissions are exclusive to the Portal Owner and cannot be shared with other users. Admins too have certain privileges not limited to the profile permissions. Permission Portal Owner Admin Settings Manage Subscriptions Y - Change Portal ...
Permission Sets
Zoho Projects offers better control over the access levels a user has in the portal. Profile permissions have been divided into three sections. Portal Level, Project Level, and Module Level. Each permission in these sections lets users handle host of ...
Roles
Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho Projects gives you four default roles (Administrator, Manager, Employee, and Contractor) which ...
Profiles
A user's profile determines the level of access within the organization. Zoho Projects classifies profiles into two categories. User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal and ...
Client User Grid View
A company or organization for whom the projects are done, is called a Customer E.g., Bowman Furniture's is a customer. A user who can view the progress of the customer's project, Eg: paul@bowman.com is the client user of that project. A client user's ...
Portal Users Grid View
Employees in your organization must be added as portal users before they are assigned to individual projects. Projects are accessible to users added to them. Portal Owners and Admins will have access to all projects in the portal. Click to learn more ...