Client Users Grid View | Online Help | Zoho Projects

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 email domain must be different from the email domain used to sign up for Zoho Projects portal. 
  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 and click Client Users.
  3. Hover over the drop-down ( ) on the Invite Client User button.
  4. Click Add Customer.
  5. Enter a Customer Name.
  6. Select a customer type (Business or Individual) 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 your customer and click on  >  to make changes or  to remove the customer.

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 and click Client Users.
  3. Click Add 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 company by clicking the Add Customer  link.
  7. Select a Client Profile. Enter Rate Per Hour if applicable.
  8. Select a project from the drop down to add the client user to.
  9. Click Add.

The Rate 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  and select  .
  4. Enter an Email address and a Rate Per Hour for the user (you'll only see the Rate Per Hour field if your portal is integrated with Zoho Invoice)
    Client Profile is selected by default.
  5. Select the projects you want to add this client to.
  6. Click Add.
The Rate 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 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 click Re-invite.

Edit a Client Portal User

  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 user profile and click   > Edit. Alternatively, right click on the user profile and select Edit.
  4. Modify the Portal Rate of the user and the Rate Per Hour for their associated projects, if necessary.
  5. Assign the client user to more projects if you wish.
  6. Check the Notify Edited User checkbox to send notification to the user.
  7. Click Update. 

Delete a Client Portal User

  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 user profile and click   > Delete. Alternatively, right click on the user profile 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. 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 user profile and click   > Deactivate. Alternatively, right click on the user profile and selectDeactivate.
  4. Confirm the action to deactivate the client user.

Activate a Client User

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Manage Users section and click Client Users.
  3. Click on Deactivated Users option from the drop-down.
  4. Hover over a user profile and click   > Activate. Alternatively, right click on the user profile and select Activate.

Add Customer to a Project

  1. Navigate to Projects.
  2. Select a project from the list.
  3. Click Users in the top band.
  4. Click the Client Users tab.
  5. Hover over the drop-down ( ) on the Add Client User button.
    • You can select an Existing Customer  from the drop down and click Add.
  6. Select New Customer tab if you want to add a new company.
  7. Enter a Customer Name.
  8. Select Make as Primary Customer if you want to invoice your work to this customer. You will not be able to generate invoices if you don't have a primary customer in your project. If you are adding a customer to the project for the first time, this option will be selected by default.
  9. Enter the Client User Information like Email, Client Profile, the Web Address, and the other postal address details.
  10. Click Add. 

Customer Details Page

Click on a Customer to open the details page.
  1. Click Add Client User in the upper-right corner to add client users to the customer.
  2. Click   in the upper right corner to Edit or Delete.
  3. The overview displays
    1. Client Users: List of client users associated to the company.
    2. Address Information: View the company's address details.
    3. Contacts: Lists individual contacts associated with the customer.
    4. Associated Projects: Displays all the projects that the customer is involved with.

Manage Customer in a Project

  1. Click   in the upper-right corner and select Change Primary Client to set a customer as the primary one for the project.
  2. Navigate to your customer to display available actions.
  3. Click Delete to remove the customer.

Add Customer to a Project

  1. Navigate to a customer to display available actions.
  2. Search Existing Users and add them to the project or you can Add New User.
  3. Enter an Email Address and Rate Per Hour for the new user (you'll only see the Rate Per Hour field if you've selected staff-based billing for this project) and then click Add to List.
  4. Select users from the list and then click Add.

Edit Client User in a Project

  1. Hover over a user, click  > Edit.
  2. Alternatively, right click on the user and select Edit.

Export Client Users

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

Customize Client Permissions

When you edit a user within a project you can also customize their permissions.

  1. Click Projects in the left navigation panel.
  2. Select a project from the list.
  3. Select Users from the top navigation panel.
  4. Hover over a client user and then click  > Edit.
  5. Click Customize permissions for this user.
  6. Edit permissions as needed and then click Update.

Clone Customized Permissions

Customized permissions can be cloned from one user and applied to other users.

  1. Click Projects in the left navigation panel.
  2. Select a project from the list.
  3. Select Users from the top band.
  4. Click Client Users from the top navigation panel.
  5. Hover over a client user and then click  > Edit.
  6. Click  and then click Clone Customization.
  7. Select client users from the dialog box and then click Copy Permissions.
  8. Permission set is copied to the selected users.

Remove Customization

Customized permissions can be removed and the permissions will revert to portal level client permissions.

  1. Hover over a client user and then click  > Edit.
  2. Click  and then click Remove Customization.
  3. Permissions will reset to portal level client user permissions.

Delete a Client Project User

  1. Hover over a client user and then click  > Delete.
  2. Check the box if you want to let the user know they've been removed.
  3. Click Delete.
Client users can also be imported from Zoho CRM.
  1. If you have integrated Zoho Projects and Zoho CRM, you can view the CRM details such as CRM Account Information and CRM Potential Information along with the Client Information in Zoho Projects itself. However, the CRM information can be viewed only by the portal Admin . You can also import users from Zoho CRM.
  2. When you convert a deal from CRM to a project, the associated client will be added as a Primary Client. If a primary client already exists in the project, the client will be added but not marked as primary.
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