Client User Intro
Users from client company invited to a portal or added to projects to follow the progress of the project and to provide feedback are called client users. They can be managed from the Users page. The client users page has List view and Grid view.
Manage Client Users from List view
- Navigate to Users in the left navigation pane and go to Client Users tab.
- In the List view, hover over a user, click
to View Details, View Details in New Tab, Copy Link, Re-invite, Edit, Deactivate, Delete, or Copy Email.
- Alternatively, right click on the user for these options.
- Use
to find specific users quickly.
- Click
to add new columns.
- Reorder the column by hovering over the field header and dragging it to the left or right.
- Right click on the field header to Apply Filter, Insert Column Before, Insert Column After or to Hide Column.
- Use
to search for and view users filtered by specific details.
- Click
on the top right and select Export client user to export portal users to a xlsx or csv file.
Bulk Update from List View
Users information can be updated in bulk for multiple users from the List view.
- Navigate to Users in the left navigation pane and go to Portal Users tab.
- In the list view, select the users and choose the field to update the details.
- Enter the updated details and click save. The changes will be updated automatically.
Manage Client Users from Grid view
- Navigate to Users in the left navigation pane and go to Client Users tab.
- In the grid view, Hover over a user, click
to View Details, View Details in New Tab, Copy Link, Re-invite, Edit, Deactivate, Delete, or Copy Email.
- Alternatively, right click on the user for these options.
- Use
to find specific users quickly.
- Click
to add new columns.
- Reorder the column by hovering over the field header and dragging it to the left or right.
- Right click on the field header to Apply Filter, Insert Column Before, Insert Column After or to Hide Column.
- Use
to search for and view users filtered by specific details.
- Click
on the top right and select Export client user to export portal users to a xlsx or csv file.
Bulk Update
Users information can be updated in bulk for multiple users from the Grid view.
- Navigate to Users in the left navigation pane and go to Portal Users tab.
- In the Grid view, select the users and choose the field to update the details.
- Enter the updated details and click Save. The changes will be updated automatically.
In Zoho Projects, Users are further categorised into Portal users, and Customers. The User profiles are categorised into User profiles, Client profiles, Viewer profile, Read-Only profile and Lite User profile.
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