Accessible & Customizable User Governance in Zoho Projects!

Accessible & Customizable User Governance in Zoho Projects!

As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability. Zoho Projects addresses these challenges with a detailed user management structure making sure who has access, what they can see, and how they collaborate.

The Users Module in Zoho Projects makes user management simpler, more organized and easy to navigate. With thoughtfully categorized profiles, elaborate details, and customizable layouts, project managers can clearly distinguish users, add or edit unique details which are easily accessible.

Highlights:

  1. Manage Users is redesigned as Users.
  2. User category: Customers. 
  3. User Layouts distinguished as Portal and Client User Layout.

Manage Users redesigned as Users

Manage all users from the Users tab in Zoho Projects. Located on Project's left navigation pane, it is divided into Portal Users, Client Users, Customers, Teams and Resources. Admins and managers can invite, record and update portal, client, customer and contacts data directly from the Users tab. Their permissions can also be viewed and modified from this tab just like the Profiles permissions section in the Set Up page. 



User Category: Customers

The Customers tab is for recording organization level details of client company to which client users and contacts can be added. 

For example, when running a Medical Camp project for Helders Corp, add Helders Corp as the Customer associated to your Medical Camp project. Invite their management staff as client and their appointed doctors as contacts on to the customer Helders Corp. The management staff as client can stay updated on the project progress and the doctors as contacts can be reached out when medical expertise is required. This enables easy collaboration and helps maintain distinctive client user and client company records.


User Layout for Portal User & Client User

The user layouts in Zoho Projects enable customization. Create custom fields to record data specific to the project. Differentiate Portal User details from Client User details with defined layouts.



Users module and its functionalities in Zoho Projects is realigned keeping in mind the unique team requirements across small project or a large cross-functional team. Add users and customize data to fit right with your project management process.


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