All about Users in Zoho Projects

All about Users in Zoho Projects

To form a functional team, businesses should define different types of users in their team. Businesses can be effectively managed by inviting users to various roles. And, the person who has the administration privileges can invite or add users to various roles in the project.

Two types of users

Before going into the steps to add users to your portal or project, let's understand the different types of users: 

  • Portal Users - Users who work for the projects in your team.
                     ~ Portal level users - Users who work across projects.
                     ~ Project level users - Users who work for particular projects.

  • Client users - External users your team works for.

                    ~ Portal level client users - Users who are in your portal. 
                    ~ Project level client users - Users who are assigned to particular projects in the portal. 

     For instance

    John works for an advertising agency. He creates a portal ‘Picture Makers’, adds various projects, and invites users to his portal. The team produces ad films and promotions for an event management company ‘Eventz Corner’ owned by Angel. Now, John adds Angel as the Client user and ‘Eventz Corner’ as the Client Company to his portal.

    Customize tabs 

    You can customize the tabs across the projects in your portal for both the project users and client users. Click here to know how you can switch on/off the tabs to enable or disable the visibility of tabs to both the project and client users.


    Note

    • Portal level client users can view only the milestones, task lists, and bugs that are flagged as external across all the projects.
    • Project level client users can view only the milestone, task lists, and bugs that are flagged as external in that particular project.
    • If you disable the milestone, tasks, and bugs tabs for the client users, it will not be visible to them even if they are flagged as external.

    • Client users cannot add users to the project and they can't perform activities without your knowledge.

    Four predefined user roles

    While adding the user to your portal or project, assign the user to a proper role. Privileges for the users are based on their roles. In Zoho Projects, we've four different user roles:

    • Portal owner / Admin - User who creates the portal becomes the portal owner or the admin of the portal. They can access all the projects in the portal and manage all the activities across projects in the portal.
    • Manager - Every project has a manager who manages that particular project in the portal. They will be part of the portal but can access only the project for which they are added as the manager. They can add users to their project and assign roles for them.
    • Employee - Users who are added to particular projects. Either the portal owner/admin or the manager can add users to particular projects in the portal. They can only work on their own tasks.
    • Contractor - Users who are added either by the portal owner/admin or the manager for their own projects. They will be part of that particular project and can work only on their own tasks for a particular period of time.
    Well, you're clear with the different types of users and roles in Zoho Projects. Get to know:

    Import users

    Zoho Projects lets you import users from CRM, Mail Suite, and Google Apps. You can save a lot of time and effort in adding the users to your portal or project. Say, if there are 100 users in CRM and you need to add them to your Zoho Projects portal. You can just import users and assign roles to them. And, your import gets done in seconds. Get to know:

    Start adding users, assign them to different roles, engage with your team, and get your work done in no time. If you've any queries related to adding users to your portal or project, email support@zohoprojects.com

    Regards,

    Monica. R



        • Sticky Posts

        • Tip of the Week: Task Sorting

          I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).

        • Tip # 3 - Follow And Add Followers To Your Project Modules

          Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on  'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal

        • Tip of the Week: Task Dependency (Duration in Hours)

          I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the

        • Tip of the Week: Task Dependency

          Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent

        • Tip of the Week: Drag and Drop option in Calendar

          As the thoughts flow in your mind, you plan the tasks, provide duration and assign users. While you go through the calendar later, you feel that a couple of tasks should needs to be postponed by a couple of days. Do you navigate to the Tasks & Milestones section and change the task duration? is the question I have for you. In case of YES, I would say that the task duration can be changed from the Calendar module itself. All you need to do is: Drag the task bar and Drop it on the required date. Note:

          • Recent Topics

          • Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

            Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,

          • Zoho Desk iOS app update: Saved filters and sort options

            Hello everyone! Saved filters created on the web(desk.zoho.com) for tickets are now accessible on the Zoho Desk iOS app. You can easily rename, delete, or clear filters on the go. We have also introduced Sort options on the ticket listing screen, allowing

          • Introducing VeriFactu Support in Zoho Books

            Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración

          • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

            Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's

          • Time Entries in Analytics

            I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain

          • Amazon invoice in Zoho Books

            I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

          • Zoho Creator Upcoming Updates - November 2025

            Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling

          • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

            The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

          • Detect and ignore bots in visitors

            The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual

          • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

            Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils

          • Function #53: Transaction Level Profitability for Invoices

            Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

          • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

            Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data

          • How to book GST paid in zoho books

            hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

          • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

            Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

          • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

            Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

          • Employment Contract / HRMS Documents - Zoho People

            How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.

          • Is it possible to create a word cloud chart in ZoHo Analystics?

            Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

          • Playback and Management Enhancements for Zoho Quartz Recordings

            Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

          • Zia Profile Summary now supports six languages and responds faster

            After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

          • Kaizen #216 - Actions APIs : Email Notifications

            Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

          • Introducing Enhanced Storage Management

            We’re excited to roll out two new enhancements in Zoho Recruit, Subscription Information and Storage Management — designed to give admins complete visibility into subscription details, feature limits, and storage consumption — all from one place inside

          • Facturation électronique 2026 - obligation dès le 1er septembre 2026

            Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

          • Your bot just got smarter: AI-Powered routing that reads between the lines

            What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

          • Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

            If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email

          • Introducing custom lookup fields in the Tickets, Contacts, and Accounts modules

            Hello all, We are excited to announce a new enhancement that will empower you to further customize the Tickets, Contacts, and Accounts modules. Now, you will be able to create custom lookup fields in your Tickets, Contacts, and Accounts layouts for more

          • Contacts per department

            Hello, Is it possible to limit Contacts to a Department? Thanks

          • How to restrict user/portal user change canvas view

            Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?

          • Draft & Schedule Emails Directly in Bigin

            Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

          • Collections Management: #3 Tackling Payment Failures

            Sam refreshed the dashboard. "Payment failed". Same customer. Same subscription. This is happening for the third time. He sends a usual email: "Your renewal payment failed again. Could you please check and retry?" A couple of days passed, and there was

          • How do I increase the email attachment size in Zoho CRM ?

            It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

          • Custom Field in Zoho Projects pulling into Analytics

            We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as

          • Kiosk can't merge picklist or multiselect

            There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist

          • WhatsApp Channels in Zoho Campaigns

            Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

          • Zoho sign and creator error message {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"}

            Good day, I receive the error message: {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"} when running below code from creator to sign, void TestForSign(int ID) { //Fetch Template Details (Optional, for dynamic mapping)

          • Download a writer template as .docx instead of .pdf.

            I have been trying to implement a feature to download a writer template as a .docx and got it working partly but it isn't good. Earlier I checked our code and I saw openurl("https://crm.zoho.com/crm/org121314/specific/Template.do?action=print&step=pdfPreview&id="

          • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

            We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

          • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

            Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful

          • WriterTh

            After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.

          • Extract Archived Projects using Zoho Projects API

            In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3

          • Pincode based Product Restriction

            we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products

          • Next Page