Permission Sets | Online Help | Zoho Projects

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 activities and/or features inside the portal. Here is a breakdown on what you can and cannot do when the permissions are enabled.

Benefits:

  1. Set permissions for portal and client users
  2. Manage permissions at a portal level
  3. Manage permissions at a project level
  4. Manage permissions at a module level

Portal Level Permissions

Portal level permissions are available only for project users. Client profile users will not have portal level permissions.


Portal Section
Action Permitted
Additional Action Permitted
Global Reports
Users can view Milestone Gantt, Resource Utilization Chart, and Project Timeline Gantt from Global reports section.
-
Manage Users & Clients
Manage portal and client users. Add Users & Clients permission will also be enabled. Disabling Add Users & Clients permission will disable Manage Users & Clients permission.
View, add, edit and delete portal and client users (except Admins), follow users in the portal. Import users from Zoho CRM, Zoho Mail Suite, MS Projects, and Google Apps.
Add Users & Clients
Add new portal users/clients.
Without Manage Users & Clients permission, the user will only be able to add new users/clients to the portal from inside the project. User will not have access to Portal Users and Client Users sections in Global Settings.
Profiles & Roles
Users can view, add, edit, and delete Profiles and Roles.
-
New Project
Users can create new projects.
Import MPP files (from projects and settings),Project ICS, view Project Timeline Gantt, Export Projects.
Manage deleted, archived, and trashed projects

Users can archive, trash projects, and restore the trashed projects.

Users can delete projects permanently.

Users can managed archived projects.
 
Project Groups, Templates, Layouts & Fields
Users can view, add, edit, and delete project templates.
Manage project groups and project layouts and fields.
Task Templates, Blueprint, Layouts & Fields
Users can view, add, edit, and delete task templates, task custom fields. Users can create blueprints and associate them to tasks.
Configure task blueprints.
Project Budget
Enable Project Budget setting.
 
Teams
Create teams and associate them with projects.
Uses having this permission will be listed as Team Leads in the Add Team form.
Issue Layouts & Fields
Create and edit layouts and custom fields
 

  1. Only Portal Owners can add Admins to the portal.
  2. Portal level permissions can be granted only to user profiles.

Project Level Permissions

Project permissions can be given to user profile and client profile users. Client profile users can be given access to forums, pages, and events only.


Project Section
Action Permitted
Additional Action Permitted
Forums
Users can view, add, and edit forums. Delete own forums. Users can also comment on forum posts.
-
Chat
Users can view, create, and edit chats.
-
Pages
Users can view, create, and edit pages. Delete own pages. Users can also comment on pages.
-
Events
Users can view, add, and edit events. Delete own events. Users can also comment on events.
-
Project Settings & Issue Tracker
Users can edit Project Settings and Issue Tracker settings.
Archive projects, edit project, email alias, and forum category. Issue tracker business rules, SLAs, notifications, client permissions, email settings, email templates, link issues, webhooks, and custom functions.
Associate Users / Clients
Add existing portal or client users to projects.
Dissociate users/clients, follow other users in the project, export project users, view profile permissions, customize user permissions inside a project (except for admins and project owner). This permission along with Users & Clients will let user access project filters in the projects list view.
  1. Project owners will have all permissions inside the project irrespective of their profile.
  2. You can give access to only external forums, pages, and events for client profile users.

Project Field Level Permissions

Click    next to Project Permissions to customize field level permissions for Projects.

Based on the field access permission, the user profiles will be able to view or edit the fields. The access permissions can be customized for both default and custom fields, however, you cannot hide the default fields.

  • VIEW/EDIT : Users can view or edit the field value.
  • VIEW ONLY : Users can only view the field.
  • HIDE : Users cannot view the field.

Module Permissions

This section lets you set permissions at a granular level. These can be applied to both user and client profiles.

Milestones

Permission
Action Permitted
Additional Actions Permitted
View
Users can view all milestones in the project.
User can follow and add comments to milestones.
Add
Users can add milestones to the project.
-
Edit
Owned: Users can edit milestones owned by them.
-
All: Users can edit all the milestones in the project.
Reorder and move milestones.
None: Users cannot edit milestones in the project.
-
Delete
Owned: Users can delete milestones owned by them.
-
All: Users can edit all the milestones in the project.
None: Users cannot delete milestones in the project.

Task List

Permission
Action Permitted
Additional Actions Permitted
View
Users can view all task lists in the project.
Follow task lists and add comments to task lists.
Add
Users can add task lists to a project.
Choose from task templates when adding task lists.
Edit
Users can edit task lists.
Move and associate task lists.
Delete
Users can delete all task lists.
-
Reorder
Users can delete all task lists.
-

Task

Permission
Action Permitted
Additional Actions Permitted
View
All:  View all tasks in the project.
Export tasks, create task custom views, access task chart view, resource utilization chart, task reports, chronology Gantt, milestone Gantt, comment on tasks, add documents to tasks, view task documents, view task activities, and follow tasks. To view the planned vs actual report exclusively for your tasks, select Owned permission in timesheet and All in View permission of Task.
Related:  The users can only view the tasks that are created by them, assigned to them, wherever they are @ mentioned or selected in a pick-list field.
Export tasks, create task custom views, comment on tasks, add documents to tasks, view task documents, view task activities, follow tasks.
None:  Users cannot view any tasks in the project.
-
Add
Add tasks to projects.
Import tasks, copy tasks. Add subtasks.
Edit

Owned: Users can edit only those tasks which are assigned to them and other unassigned tasks.

Move tasks. Set dependency from tasks owned by user to other tasks within and across projects.

Added: Users can edit tasks added by them and other unassigned tasks.

Move tasks. Set dependency from tasks added by user to other tasks within and across projects.

Both: Users can edit tasks added or owned by them and other unassigned tasks.

Move tasks. Set dependency from tasks owned and added by user to other tasks within and across projects.

All: Users can edit all tasks in the project.
Filter My Tasks by assignee, export My Tasks , mark task lists as complete, drag & drop subtasks, convert subtasks to tasks, update tasks in bulk (classic and plain view), create custom views with accessibility permissions. Set dependency between all tasks.

None: Users cannot edit any tasks in the project.

-
Delete

Owned: Users can delete tasks assigned to them and other unassigned tasks.

-
Added: Users can delete tasks added by them and other unassigned tasks.
Both: Users can delete tasks added or owned by them and other unassigned tasks.
All: Users can delete all tasks in the project.
None: Users cannot delete any tasks in the project.
Reorder
Users can reorder tasks from the task lists in the project.
-
Add followers
Users can add followers to all tasks in the project.
-

Field Level Permissions for Tasks

In the module permissions for tasks, click   to customize Assign Task permission and  Field access permission. In Assign Task permission, there are two options based on which the user profile can assign tasks.

  • TO SELF : Users can assign tasks to themselves.
  • TO OTHERS : Users can assign tasks to others.

Also, it is based on the edit permission given for tasks. For example, if you select “Owned” in edit permission and select both the options "To self" and "To others" in Assign Task permission then the user profile can assign their tasks to others, and pick up any unassigned tasks or assign them to others. However, if you select only one option "To self", the user profile can only pick up the unassigned tasks but they cannot assign them to others. 

Based on the field access permission, the user profiles will be able to view or edit the fields. The access permissions can be customized for both default and custom fields, however, you cannot hide the default fields.

  • VIEW/EDIT: Users can view or edit the field value.
  • VIEW ONLY: Users can only view the field.
  • HIDE: Users cannot view the field.

You can also customize the field permission for user profiles in Layouts and Fields.

Issues

Permission
Action Permitted
Additional Actions Permitted
View
All:  View all issues in the project.
Export issues, create issue custom view, use notification helper, add and view comments to issues, follow issues, view attachments, view changesets, view linked issues, and issue reports.
Related:  The users can only view the issues that are created by them, assigned to them, wherever they are @ mentioned or selected in a pick-list field.
Export issues, create issue custom view, use notification helper, add and view comments to issues, follow issues, view attachments, view changesets, view linked issues.
None:  Users cannot view any issues in the project.
-
Add
Add issues to the project.
Import and clone issues.
Edit
Owned: Users can edit issues assigned to them and other unassigned issues.
Update issues in bulk and update issues by user pick list.
Added: Users can edit issues added by them and other unassigned issues.
Update issues in bulk and move issues.
Both: Users can edit issues added and owned by them. Users can also edit all unassigned issues.
Update issues in bulk, update issues by user pick list, and move issues.
All: Users can edit all issues in the project.
Flag issues as internal or external, move issues, edit issue title and description, filter My Issues by assignee, update issues by user pick list, create custom views with accessibility permissions, link issues.
None: Users cannot edit issues in the project.
-
Delete
Owned: Users can delete issues assigned to them in the project.
-
Added: Users can delete issues reported by them in the project.
Both: Users can delete issues assigned to them and reported by them in the project.
All: Users can delete all issues in the project.
None: Users cannot delete issues in the project.
Add Followers
Users can add followers to all bugs in the project.
-

Timesheet

Permission
Action Permitted
Additional Actions Permitted
View
Owned: Users can view their own time logs.
Access task/issue detail page log hours tab. Planned vs Actual report for own tasks (when view task is also enabled).
All: Users can view all time logs in the project.
View Timesheet Reports, Planned vs Actual report (when view task  is also enabled), view time difference column in task Classic View.
None: Users cannot view any time logs in the project.
-
Edit
Owned: Edit own time logs in the project.
-
All: Edit time logs of all users in the project.
Filter My Timesheet by assignee, access client and project reports.
None: Cannot edit time logs
-
Delete
Owned: Delete own time logs in the project.
-
All: Delete all time logs in the project.
None: Cannot delete any time logs in the project.
Approve Timesheet (except client users)
Users can approve time logs.
-
Finance (except client users)
Users can invoice time logs.
-

Documents

Permission
Action Permitted
Additional Actions Permitted
View
Users can view documents in the projects.
Attach files to tasks.
Add
Users can add documents in the projects.
-
Edit
Users can edit documents in the projects.
-
Delete
Users can delete documents in the projects.
-
Manage Folders
Users can create and upload folders.
Dropbox sync, trash folders.

See Also

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