Getting started with Zoho Projects Plus for Admins | Online Help | Zoho Projects Plus

Getting started with Zoho Projects Plus for Admins

Zoho Projects Plus offers various project management solutions through applications like Projects, Sprints, Analytics, and more. Instead of a single administrator managing all of the software, we support different levels of owners and admins to manage the software at the organization level and the application level.
 
Zoho Projects Plus supports four different admin profiles:
  1. Organization Owner: The creator of the organization, administers apps and permissions in Zoho Projects Plus
  2. Organization Admin: Administers apps and permissions in Zoho Projects Plus
  3. Application Owner: User who is equipped with end-to-end access of an application to manage settings, assign admins, and more
  4. Service Admin: Exclusively administers a service/app in Zoho Projects Plus
Idea

1. Organization Owner 

The user who sets up an account in Zoho Projects Plus for their organization will be the organization’s owner. Only the organization owner can manage the subscription of their Zoho Projects Plus account.
 
The organization owner will have complete permissions to perform all actions in Zoho Projects Plus. To share these permissions with other users as well, organization owners can add organization admins to the portal to administer operations. The organization owner will be an organization admin by default.
 
Only one user can exist as the organization owner. However, the current organization owner can transfer their ownership to a new owner.

Change the organization owner  

  1. Navigate to the Directory at the bottom-left panel.
  2. Under Organization, click Change Owner below the name of the current owner.
  3. Choose a new owner from the dropdown.
  4. Click Change.
The new owner will be assigned as an organization admin automatically.
 
 
Idea

2. Organization Admin 

An organization admin holds the highest level of privilege in a Zoho Projects Plus portal. You can add employees in key roles like COOs, senior executives, and leadership members who manage overall project management activities as organization admins.
 
Owner and Organization Admin have end-to-end permissions to all actions in App Settings Directory.

Add an organization admin  

A new organization admin can be added only by the organization owner and existing organization admins.
  1. Navigate to the Directory at the bottom-left panel.
  2. Select Users from the left menu.
  3. Click Add User.
  4. Enter the user details and click Add.
    1. The user will be sent an invite. Only upon accepting the invite, they can be added as admin.
  5. Select Admins from the left menu.
  6. Click + and select the user from the user directory.
  7. Click Assign.

 

Unassign an organization admin 

Organization admins can be unassigned only by the organization owner and existing organization admins.
  1. Navigate to the Directory at the bottom-left panel.
  2. Select Admins from the left menu.
  3. Hover over the admin name.
  4. Click Unassign.
  5. Confirm your action.
Idea

3. Application Owner 

An application owner holds the highest level of privilege in the application with access to all settings, integrations, and org-level import and export activities. In other terms, the application owner is the owner of an individual application (similar to Portal owner in Projects and Workspace owner in Sprints).
 
The application owner will be automatically assigned as the service admin. Only one user can exist as the application owner.
 
Initially, the organization owner is assigned as the application owner for all active applications. However, the organization owner or admin can change the owner of each application anytime.

Change an application owner  

  1. Navigate to the Directory at the bottom-left panel.
  2. Select Applications from the left menu.
  3. Hover over an application and click the more options icon at the right side.
  4. Click Change Owner.
  5. Select an owner from the dropdown.
  6. Click Change.
The selected user will now be the application's owner.
 
 
Idea

4. Service Admin  

Service admin holds the highest privilege in the respective service where they are mapped to a profile with the highest permissions. You can add middle management teams who craft strategies to carry out projects and assign resources as service admins.
 
Users mapped to applications with Admin privileges are also added as Service Admins.

Service admin profiles in Projects Plus applications 

A service admin added to our applications is mapped to the following profiles:
 
Application Name
Profile
Projects
Admin
Sprints
Manager
Analytics
Account Admin
WorkDrive
Team Admin
Notebook
Admin
 
Note: Analytics allows only one service admin
 

Add a service admin  

Only the organization owner or admin can add service admins from the App Settings Directory.
  1. Navigate to the Directory at the bottom-left panel.
  2. Select Admins from the left menu.
  3. Navigate to Service Admins tab.
  4. Hover over an application name and click +Add.
  5. Choose the user to be added as service admin from the directory.
  6. Select a role.
  7. Profile will be mapped automatically for each service.
  8. Click Assign.
 

Remove a service admin   

If you'd like to remove a user as service admin from an application, follow the steps below:
  1. Navigate to the Directory at the bottom-left panel.
  2. Select Admins from the left menu.
  3. Navigate to the Service Admins tab.
  4. Click on the user you'd like to withdraw as service admin.
  5. Hover over the application name and click Edit
  6. Click the profile dropdown and select a value other than admin (refer to the service admin profile mapping table).
  7. Click Update.
 

Permissions for users in App Settings Directory 

 
Access for organization owner and admins
Access for application owner and service admin
Access for other application profiles
Organization
The Organization owner and admins can edit the organization details
Application owner and service admin can view the organization details
The following users can view the organization details:

Projects: Admin, Employee, Contractor, Manager;

Sprints: Admin, Manager;

WorkDrive: Team Admin;

Analytics: Organization Admin;

Notebook: Admin
Applications
Organization owner and admins have permission to assign users and change owner for all apps
Application owner and service admin can assign users to the service in which they are the admin.
Projects: Admin, Employee, Contractor, Manager has access to assign users to Projects app;

Sprints: Admin, Manager has access to assign users to Sprints app;

WorkDrive: Team Admin has access to assign users to WorkDrive app;

Analytics: Organization Admin has access to assign users to Analytics app;

Notebook: Admin has access to assign users to Notebook app
Users
Organization owner and admins have permission to assign apps, deactivate users, and delete users
Application owner and service admin can map apps in which they are the admin to users.
Projects: Admin, Employee, Contractor, Manager has access to assign Projects app to users;

Sprints: Admin, Manager has access to assign Sprints app to users;

WorkDrive: Team Admin has access to assign WorkDrive app to users;

Analytics: Organization Admin has access to assign Analytics app to users;

Notebook: Admin has access to assign Notebook app to users
Admins
Organization owner and admins can add new admins to the Admins tab and also edit details in the Service Admins tab.
Application owner and service admin can view the Service Admin tab where all the services and their admins are listed
Projects: Admin users can view the Service Admins tab;

Notebook: Admin users can view the Service Admins tab
 

Application profiles without access to App Settings Directory 

Here's a list of profiles in each application that do not have access to settings in Projects Plus:
  1. Projects: Read-only
  2. Sprints: Member, View-only admin
  3. WorkDrive: Team member
  4. Analytics: Viewer, User
  5. Notebook: User
 
 

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