Client User List View | Online help | Zoho Projects

Client User List View

Notes
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, costs per hour, and current invitation statuses, all laid out in a streamlined sheet format for ease of management and review.

Alert
A client user's email domain must be different from the email domain used to sign up for Zoho Projects portal. 

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.

Info
  1. Please check our pricing comparison page for more details on client licensing in our plans.
  2. If you are using Zoho One bundle, 5 Client Users are allowed in an Organization by default. Additional client users can be purchased as an add-on. For more details, please contact support@zohoone.com.

Add a Customer in a Portal (across projects)

  1. Click  in the upper-right corner of the top navigation band.
  2. Navigate to the Manage Users section, click Client Users and open List view.
  3. Hover over the drop-down on the Invite Client User button.
  4. Click Add Customer.
  5. Enter a Customer Name
  6. Select customer type (Business or Individual) and select the projects you want to associate with this customer.
  7. Enter the Contact Email address, the Web Address, and the other postal address details respectively.
  8. Click Add.

Edit / Delete a Customer in a Portal (across projects)

  1. Click    in the upper-right corner of the top navigation band.
  2. Navigate to the Manage Users section and click Client Users.
  3. Hover over a customer, click   > Edit to make changes or click Delete to remove the customer.
  4. Alternatively, right click on the customer for the options.

Add a Client User to the Portal

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Manage Users section, click Client Users and open List view.
  3. Click Invite Client User in the top-right corner.
  4. Enter User Email.
  5. Select Invitation Template or click Add Invitation Template to create one.
  6. Select a Customer. You can also add a new customer by click the Add Customer link.
  7. Select a Client Profile. Enter Rate Per Hour, and Cost Per Hour if applicable.
  8. Select a project from the drop-down to add the client user to.
  9. Click Invite.
The Rate and Cost field shows up only if the project's billing is based on the staff hours.

Add a Client User to a Customer (across projects)

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Manage Users section and click Client Users.
  3. Hover over a customer and click   > Invite Client User. Alternatively, right click on the customer and click Invite Client User.
  4. Enter the necessary information. Client Profile is selected by default.
  5. Select the projects you want to add this client to.
  6. Click Invite.

The Rate and Cost field shows up only if the project's billing is based on the staff hours.
An email invite is sent to the client user's along with a link to access the portal. You can re-invite client users by hovering over the user profile card, clicking on   > Re-invite, after 24 hours if they have not accessed the link in the invitation email. Alternatively, right click on the user profile and select Re-invite.

Edit Client Users Inline

  1. Click  in the upper-right corner of the top navigation band.
  2. Navigate to the Manage Users and then click Client Users.
  3. Click on any field corresponding to the user to add or update the user information.

Edit a Client Portal User

  1. Click > beside a customer to expand the client user.
  2. Hover over a user and click   > Edit.
  3. Alternatively, right click on the user profile and select Edit.
  4. Modify the necessary information.
  5. Assign the client user to more projects if you wish.
  6. Check the Notify edited User box to send a notification to the user about the changes made.
  7. Click Update.

Delete a Client Portal User

  1. Click > beside customer to expand the client user.
  2. Hover over a user, click    > Delete.
  3. Alternatively, right click on the user and select Delete.
  4. Check the box if you want to let the user know they've been removed.
  5. Click Delete.

Deactivate a Client User

  1. Hover over a user, click   > Deactivate.
  2. Alternatively, right click on the user profile and select Deactivate.
  3. Confirm the action to deactivate the client user.

Activate a Client User

  1. Click on Deactivated Users option from the view drop-down.
  2. Hover over a user, click   > Activate.
  3. Alternatively, right click on the user profile and select Activate.

Manage Client Users

  1. Use predefined views to find specific users by categories such as All Active Users and Deactivated Users.
  2. Click >> to expand client users for all customers and click  to collapse.
  3. Click on a Customer to open the details page.
  4. Hover over a customer, then click   to Open Details, Open Details in New Tab, Copy Link, Edit, Add Client User or Delete. Alternatively, right click on the customer for these options.
  5. Hover over the client user, then click   to Re-invite, Edit, Deactivate, Delete or Copy Email. Alternatively, right click on the client user for these options.
  6. Alternatively, right click on the customer for these options.
  7. Click to add new columns.
  8. Reorder the column by hovering over the column header and dragging it to the left or right.
  9. Right click on the column header to Apply Filter, Insert Column Before, Insert Column After or to Hide Column.
  10. Use  to search for and view users filtered by specific details.

Manage Client User in a Project

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Users tab in the top navigation band.
  4. Select Client Users from the drop-down.
  5. Click on any field corresponding to the user to add or update the user information.
  6. Click  to add an available column.
  7. Click  to search for and view users filtered by specific details. 
Click here to learn about adding or managing a customer, adding or managing client users, and customizing client permissions, cloning, or removing customized client permissions at a project level in the grid view. 

Export Client Users

Client users can be exported to a csv file.
  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Users tab in the top navigation band.
  4. Select Client Users from the drop-down.
  5. Click   in the upper right corner of the Client Users page.
  6. Hover over Export Client Users and select an option:
  7. By Portal: A csv file containing all the client users in the portal will be available for download.
  8. By Project: A zip folder containing multiple csv files named by project will be available for download.
  9. Download link will be available once the files are ready.
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