Manage workspace users
Workspace users are all the internal users of the organization who are added to your Zoho Sprints workspace. Adding users to your workspace is a fundamental requirement to ensure the users can be assigned relevant projects and sprints.
Add workspace users
To add users to your workspace:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to Workspace Users section under Manage Users.
- Click the +User button. The Add User window will appear.
- Enter the email addresses on the users to add. Separate the IDs by comma.
- Select a required role.
- Select a suitable profile.
- Enable the Notify via mail option to trigger an email to the user.
- Click the Associate Projects button and assign the required projects to the users, while adding the user to the workspace.
- Click the Add User button to add the users to the workspace. The projects can be associated to the user later.
Once done, the user will be listed in the Workspace User listing page.
View and manage workspace users
You can view details the of the workspace users, update roles and profiles, and associate them to projects.
To view and manage users to your workspace:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to Workspace Users section under Manage Users. The users of the workspace will be listed as cards on the page.
- Click the Role and Profile dropdown fields in each user card to update them.
- Click the Project option to view associated projects and associate more projects.
To delete workspace users:
- Go to Workspace Users section under Manage Users. The users of the workspace will be listed as cards on the page.
- Hover over the card. The Delete icon will appear.
- Click the Delete icon. A confirmation pop-up will appear.
- Select Notify user via email to send a notification to the user about being deleted.
- Click the Delete button. The user will be deleted.
Alternatively, go to the detail view of the user and click the Delete icon on the right navigation bar.
Notes
- Data related changes do not occur when a user is deleted.
- When a user who is a project owner or sprint owner is deleted, another user of the respective role can be assigned as the owner.
- In the case of Zoho Projects integration, synced users cannot be deleted in Zoho Sprints, but can be deactivated.
View user details
To view user details, click the display card in the app listing page. The detail view with all the information relevant to that user like the project, the profile and other details will appear. The tabs of user details include Dashboard, Details, and Sprints.
Dashboard: The dashboard presents a series of charts that provide insightful data into the users' activities. They help track and evaluate users' progress using quantifiable indicators. This in turn helps assess the overall progress of the projects.
Details: Details like user role and profile are available here along with all the custom fields in the layout. You can edit the role and profile here.
Sprints: You can view the upcoming, active, and completed sprints that the users are assigned. The table provides a quick glimpse of the users' work items to track their performance. The displayed work item count is specific to the user.
List and Grid view
You can view your workspace users as a list or a grid.
List view: The users and their details are displayed in a simple tabular format for quick and easy access of data. The table shows the progress of sprints and the progress per work item type for each user. 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 users and their details are displayed as cards. The most important details alone are displayed on the card with a few actions that can be performed in them.
Click the delete icon to delete user.
Bulk update workspace users
Bulk update the roles and profiles of the workspace users by multi-selecting the workspace users. You can also multi-select and deactivate the users.
To bulk update workspace users:
- Go to the Workspace Users section under Manage Users. The users of the workspace will be listed as cards on the page.
- Click the checkbox beside the user name to select it.
- In the pop-up, click the drop-down beside the Update button.
- Select Role or Profile.
- Select a value to update the user's Role or Profile.
- Click Update.
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 members of your workspace. This provides you with an in-built communication system for you and your team to work collaboratively. Click and the ellipsis icon and select the Start Cliq group chat option to start your conversation.
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