Application Settings Directory | Online Help | Zoho Projects Plus

Application Settings Directory

The App Settings page hosts the complete settings of your Zoho Projects Plus account. Click  at the bottom-left corner to navigate to the App Settings.
 

Add Organization Information 

Details about your organization and the time zones can be configured from the Organization section.
  1. Navigate to App Settings.
  2. Select Organization in the left panel.
  3. Click Edit.
  4. Update your organization details.
  5. Click Update.
 

Manage users in your applications 

Users already added to the Projects Plus portal can be associated with different applications. To do this:
  1. Navigate to App Settings.
  2. Select Applications in the left panel. All applications available in the Zoho Projects Plus suite will be listed here.
  3. Click on the application name to view its details.
  4. Click Assign Users at the top-right corner to assign existing users to applications.
  5. Select the user and assign a role and profile to them based on the application and click Assign


The user will be added to the application and is ready to access it.

Change owner of applications 

Each application in Zoho Projects Plus has a designated owner. However, the owner of each application can be changed.
  1. Navigate to App Settings.
  2. Select Applications in the left panel.
  3. Select an application or click more options.
  4. Click Change Owner.
  5. Select the new owner.
  6. Click Change.
The selected user will be updated as the new owner.
 

Add Users to Zoho Projects Plus 

You can add new users to your Projects Plus account from the Users section in App Settings.
  1. Navigate to App Settings.
  2. Select Users in the left panel.
  3. Click Add User.
  4. Enter the first and last name, and email address.
  5. Click the Add Applications hyperlink to choose the applications the user has to be associated with.
  6. Select the application, configure the application specific access privilege, and click Done.
  7. Once the required applications are configured, click Associate.
  8. Select Send notification email to send an email invite to the user to join your organization in Zoho Projects Plus.
  9. Click Add.


The added user will be included to the Active Users list. Once the user confirms their account, they will be added to the Confirmed Users list.
 

Resend an invite to a pending user 

If a user has not yet accepted their invite, a ‘Pending’ tag is displayed next to their name. To resend the invite:
  1. Navigate to App Settings.
  2. Select Users in the left panel.
  3. Select a user with the ‘Pending’ tag.
  4. Click Resend.
  5. Confirm your action.


Deactivate a user  

You can temporarily deactivate users from your organization if they are no longer working on active projects or if you wish to free up user licenses for new users. Note that it will not reduce the number of user licences you pay for.
 
Deactivated users will not be able to access their Projects Plus account.
 
To deactivate a user:
  1. Navigate to App Settings.
  2. Select Users in the left panel.
  3. Select a confirmed user.
  4. Click Deactivate.
  5. Confirm your action.


Note that deactivated users can later be activated. To reactivate a user, select the user displayed with an ‘Inactive’ tag and click Activate.
 

Delete a user 

Users, except Admins, can be deleted from Zoho Projects Plus permanently. When a user is deleted from Zoho Projects Plus' account, they will also be deleted from the individual applications they are associated with. 

To delete a user:
  1. Navigate to App Settings.
  2. Select Users in the left panel.
  3. Select a user you want to delete.
  4. Click More Options and select Delete.
  5. Confirm your action.
Since this is a sensitive action, you must provide authorization to initiate the deletion. After your confirmation, the user will be deleted. 
Notes
  1. Users once deleted cannot be retrieved. However, you can invite them again and start afresh.
  2. Users who have not confirmed their account (pending users) can also be deleted from the organization.
  3. Deletion may impact integrations dependent on the user.
  4. There may be loss of user-related data in apps the user was part of.
  5. The user's license will continue to be occupied until they are completely deleted from the organization.

Assign multiple admins to Projects Plus account 

The user who signs up for Projects Plus will be the default owner of the organization. You can add more admins to your organization to manage the operations.
 
To add an admin:
  1. Navigate to App Settings.
  2. Select Admins in the left panel.
  3. Click + in the Admins tab.
  4. Select one or more users to add as admins.
  5. Click Assign.


Add service admins  

Applications in Projects Plus can operate with or without an admin. To add an admin to an application:
  1. Navigate to App Settings.
  2. Select Admins in the left panel.
  3. Switch to the Service Admins tab.
  4. Hover over the application you want to add an admin to.
  5. Click Add.
  6. Select a user, and assign a role and profile based on the application.
  7. Click Assign.

 

Change service admins 

Service admins can be changed for applications that already have an admin.
  1. Navigate to App Settings.
  2. Select Admins in the left panel.
  3. Switch to the Service Admins tab.
  4. Hover over an application to change the admin.
  5. Click Change.
  6. Select a new admin.
  7. Click Change.
The previous admin will be updated to a user profile.
 

Edit user roles 

You can edit the roles and profiles assigned to users in each application.
  1. Navigate to App Settings.
  2. Select Admins in the left panel.
  3. Switch to the Service Admins tab.
  4. Hover over a user name and click Edit.
  5. Update the role or profile based on the application.
  6. Click Update.

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