Comprehensive guide to add users

Comprehensive guide to add users


We've received quite a few questions regarding adding users to the Zoho Sprints workspace. So we decided to address it through a comprehensive post covering the locations (modules or tabs) from which you can add your users.

Adding users to your workspace is a necessary action that completes your workspace and project set up. The Workspace Owner or the users with an Admin profile can add users. To simplify this process and make it easily available, we have incorporated the add user action at multiple places within the product.

There are three main categories or types of users. This allows you to distinguish between internal and external users.
  • Workspace users: All users who can access your workspace: mainly your organization or internal users.
  • Client users: External users who are customers, stakeholders, or partners with restricted access.
  • Vendor users: External users who provide third-party services with restricted access.
In the case of external users, a separate portal is reserved to cater to them exclusively and ensure safe and secure interaction, avoiding unintended data sharing.

Locations to add users

You can add, import, or sync users from the following locations:
  • Add users to your workspace
  • Add vendor users to your workspace
  • Add client users to your workspace
  • Add users from the project details page
  • Sync users from Zoho Projects
  • Import users from JIRA, Trello, and Azure
  • Import users Gapps and MS Office

Add user to workspace

Navigate to Manage Users > Workspace Users. Click +User to add a new user. You can specify a role and permission and notify the user via email. The user will accept your invitation and access the workspace from the email.



Users added to the workspace need to be associated with the required projects to allow access.

Add client users

Navigate to Manage Users > Client Users. Click the Client Company button to create a client portal and group. Add clients to it. The client users will accept your invitation and access the client portal from the email.

Add vendor users

Navigate to Manage Users > Vendor Users. Click the Vendor Company button to create a vendor portal and group. Add vendors to it. The vendor users will accept your invitation and access the vendor portal from the email.


Add users from project details page

Navigate to the project details page and go to the Project, Client, or Vendor Users tab to add the respective user. For client and vendor users, a client or vendor company needs to be created.



Users added from the project details page will be associated with that project directly.

Sync users from Zoho projects

Sync users from the Zoho Projects account integrated with your Zoho Sprints workspace.

Import users from JIRA, Trello, and Azure

Import your JIRA, Trello, and Azure users from respective external accounts into your Zoho Sprints workspace while importing those projects.

Navigate to Import under Settings > Select the required service > Authorize the import and map the fields in both applications to initiate the process.

Import users from Google and MS Office

Import your Google and MS Office users from respective external accounts into your Zoho Sprints workspace.

Navigate to Import under Settings > Select Google or MS Office > Authorize and Import the users.

These are the available means to add users to your workspace. Here are a few links that will help you understand more about adding and managing users:

If you have specific clarifications regarding adding users, please leave a comment or reach us at support@zohosprints.com.

Thanks,
Zoho Sprints team

    • Sticky Posts

    • Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints

      Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success.    Laura's plan   Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team and

    • Tip # 3- Working on the Scrum board

      Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board.  Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint.    The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed.  The scrum board

    • Tip#2- Leading you to a Sprint

      Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based on

    • Tip #1- Why swimlanes?

      Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do.   The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific

      • Recent Topics

      • Resetting auto-number on new year

        Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

      • Delivery and handling of documents e-stamped using Zoho Sign

        Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

      • The Social Wall: December 2025

        Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

      • Custom AI solutions with QuickML for Zoho CRM

        Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

      • Helper Functions and DRY principle

        Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

      • Add specific field value to URL

        Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

      • Introducing workflow automation for the Products module

        Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

      • Zia Formula Expression Generator for Formula fields

        Hello everyone! Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should

      • The reason I switched away from Zoho Notebook

        My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

      • Where is the settings option in zoho writer?

        hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

      • CRM project association via deluge

        I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

      • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

        Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside

      • Wrapping up 2025 on a high note: CRM Release Highlights of the year

        Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Customer Parent Account or Sub-Customer Account

        Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

      • Drop Down Value

        Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

      • Projects custom colors replaced by default orange

        Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

      • How to manage task lists in Zoho Desk?

        Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

      • Creating a Chart from a Report

        In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

      • Restrict Users access to login into CRM?

        I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

      • Sorting Custom Date in API isn't working w pagination limit

        How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

      • how to change the page signers see after signing a document in zoho sign

        Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

      • Holidays - Cannot Enter Two Holidays on Same Day

        I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

      • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

        Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

      • Can a project be cloned?

        Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

      • JWT Token authentication problem that sometimes generates infinite redirect loops

        Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

      • Unknown table or alias 'A1'

        I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

      • Why Sharing Rules do Not support relative date comparison???

        I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

      • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

        in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");

      • Question about upgrade and storage space Zoho Notebook

        After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,

      • how to add email to existing organization i w

        I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

      • add zoho account

        How to add a zoho mail to previous zoho account? I have two

      • Name changed in settings for mailbox but still not changed when typed in To field

        In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

      • Printing to a brother label maker

        I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?

      • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

        Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

      • Track online, in-office, and client location meetings separately with the new meeting venue option

        Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

      • Calling the new 'Custom API' feature from within a Custom Widget

        From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

      • Next Page