Portal Users
Portal User Intro
Users invited to a Zoho Projects portal and added to projects to execute tasks and resolve issues assigned to them are called Portal Users. They can be assigned roles, included in teams, collaborated and can be managed from the Users page. Select the ...
Portal Users Details Page
A user invited to join a portal or project to carry out the work items in a project or across projects is a portal user. While inviting them, specific details are added to their profile which define their Role, Rate per hour, Reporting manager and ...
Portal Users Tree View
The tree view will display all portal users in a hierarchical structure. Users with direct reports will have a number beside their name indicating how many subordinates they have. Manage Portal Users Use at the top if you need to find a specific user ...
Portal User List View
The Portal Users List View allows adding new members to the portal, setting up their roles and rates, costs and assigning them to specific projects. You can edit user information and manage their active or deactivated status. This view supports bulk ...
Portal Users Grid View
Employees in your organization must be added as portal users before they are assigned to individual projects. Projects are accessible to users added to them. Portal Owners and Admins will have access to all projects in the portal. Click to learn more ...