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 users to provide and limit access, collaborate efficiently, and maintain data security throughout your projects.
Consider a scenario where you are a project manager overseeing a marketing campaign for a client. Your team includes in-house marketers, content creators, and external stakeholders, such as the client's marketing team. You can assign user roles for the in-house marketers as Managers, content creators as Employees, and the stakeholders as Clients. You set access permissions to ensure that in-house team members can view and edit project details, while client users have read-only access.
Portal and Client Users
In Zoho Projects, you can add two types of users: portal users and client users. Portal users are those who work for the projects in your team and client users are external users your team works for. Both types of users have different permissions.
When adding a new user, there is an option to convert the base currency for various financial metrics such as Planned cost, Actual Cost, Rate Per Hour and Cost Per Hour.Profiles and Roles
Users can have different profiles and roles. Profile defines the access a user has in the portal. Role is the designation of the user. For example, say you are adding your manager to a portal. You can set their role as Manager and profile as admin so that they will be able to view and have access to all your projects.
Teams
You can group users together and create a team. You can also set a team lead and associate the team with tasks.