Manage Client Users | Zoho Sprints Help

Manage client users

Clients usually imply your customers who seek business solutions from you or partners or stakeholders who collaborate with you in your business. They are not part of your organization but need to have a certain level of visibility to the proceedings of your projects.

NotesNote: Users with Admin profile can add client company and client users.

Let's assume your firm develops scheduling and ticketing software for private tourism companies. Those companies are your clients and they need to keep track of progress of the software development and maintenance process. Zoho Sprints enables clients a limited level of access to information, allowing them to monitor the progress of work. This eliminates the burden of having to share status reports with your clients periodically and facilitates immediate feedback from them, reducing the risk of rework and delayed delivery.

Default client profiles

These clients will have minimal access within the team. You receive 5 default client user licenses for free. If you need to add more users, you will need to purchase a user license for each one of them.

Client users with no portal access
  1. You can add up to 15 clients who are a part of your team, but without access to the portal.
Customized client profiles
  1. You can customize your client profiles by granting and restricting their access within the team. You will need to purchase a user license to customize a client's profile.

Add client company

To add client users, you need to create a client company to which the users of that company will belong. You can create a user group for that company, making communication easy and straightforward.


To add client company:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Client users section under Manage Users.
  3. Select Client Company. The Add Client Company window will appear.
  4. Enter company name.
  5. Select the projects that need to be associated with the client company.
  6. Add contact information and mailing address.
  7. Select the Create user group checkbox to create a user group for the company.
  8. Click Create. The company is created and added to the listing page.
  1. The client portal link also be available when the company is created. This link will be shared with your client via email for signing up.
  2. You can also click the Associate Project icon that is inline with the required client company on the listing page.
  3. If a user group is created from a client company, any client users added in the future will be automatically added to the user groups

Add client user

To add client user:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Client Users section under Manage Users.
  3. Click dropdown in Client Company button.
  4. Select Client User. The Add Client User window will appear.
  5. Enter user email ID.
  6. Note: You can use comma to add multiple users.
  7. Select the required client company.
  8. Assign user role and profile.
    Note: You can choose from the default roles and profiles or create custom roles and profiles for your client users.
  9. Enable client portal access for the user, if necessary.
  10. Click the Add User button. The user is added as a client.
Alternatively,
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Client Users section under Manage Users.
  3. Click the Add User icon that is inline with the required client company. 

Edit client company or user

You can edit the details of the client company of user.

To edit client company or user details:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Client users section under Manage Users.
  3. Hover on the client company and click the Edit link to update details.
  4. Click the client user card in the listing page to view and update user details.

Delete client company or user

To delete client user:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Client users section under Manage Users.
  3. Hover on the client company and click the Delete link to delete company.
  4. Click delete icon on the client user card in the listing page. The user will be deleted.
    Note: Deleting a client company will delete all the client users within it as well.

List and Grid view

You can view your workspace users as a list or a grid.

List view: The user and company details are displayed in a simple tabular format for quick and easy access of data. The table shows the users, the respective client company, the associated projects, item completion percentage, and other details. It comes with column customization for you to pick the columns that you need to be included in your view and ability to reorder the sequence.

Grid view: The client company and users are displayed as cards. The company name, portal link, and important user details along with edit and delete actions are available in this view.

Advanced filter

The advanced filters help look for specific information using predefined criteria or customized criteria that you create. You can save and reuse these filters. Learn more.

Cliq chat

You can initiate a Cliq conversation with the clients of a client company. This provides you with an in-built communication system for you and your team to work collaboratively. Click the ellipsis icon and select the Start Cliq group chat option to start your conversation.

Login to client portal

On adding a client user, the user will receive an email with the portal link requesting for signup. The user must provide a password for their access and click Update.

Resetting Portal Passwords  

In case your clients forget their passwords, you can share this with your client to reset their passwords. The client must:        
  1. Click the hyperlink below Forgot Password.
  2. Enter the email address.
  3. Enter the Captcha code and hit Next.
  4. Click Don't Remember?  
  5. Enter OTP received via email to resent the password.
To log out of the portal, the client must:     
  1. Click the profile icon on the top right corner.
  2. Click Sign Out.