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

          • Prefilled Date fields auto-changed and then locked when using “Edit as new”

            If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

          • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

            Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

          • Access Phone Field Components (Country Code) Directly

            Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

          • Send mass messages through WhatsApp from the Tickets module

            Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

          • Lead Owner Signature Merge Field

            I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

          • How do I create a time field?

            I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

          • Alternating columns - How to reverse order on mobile - Responsive template

            Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

          • InvokeURL butchering JSON for OpenAI API calls

            My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

          • Custom order for Current Stage (Blueprint field)

            Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

          • CRM E-mail Sync from Outlook

            We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

          • Run your help desk on your schedule

            In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

          • The Customer Happiness REST API is broken

            1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

          • Automatic Department and Employee Sync Between Zoho One and Zoho People

            Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

          • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

            Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

          • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

            " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

          • Image inputed in Zoho Form were displayed to small in exported version

            Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

          • API. How do I get responses submitted to the form?

            Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

          • Question about Zoho CRM Professional plan users

            Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

          • Communicating with emojis

            On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

          • Changing the Default Search Criteria for Finding Duplicates

            Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

          • Help integrating Aircall into Zoho CRM

            Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

          • Shopify Extension no longer working in CRM

            Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

          • How to keep track of bags, cans, drums of inventory?

            We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

          • Easy third party collaboration: Zoho Flow Integration

            Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

          • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

            Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

          • how to edit the converted lead records?

            so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

          • Share Video Response Card ion Zobot

            I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

          • Zoho Bookings <> CRM integration

            Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

          • Cannot reject empty expense report

            Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

          • Use of Zia within Forms

            I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

          • Default in fields on Form B based on the user selection in Form A

            Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

          • Auto-sync field of lookup value

            This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

          • Last activity time is acting like last modified time

            When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

          • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

            Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

          • HEX/RGB Color Input in Visual Editor

            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

          • CRM and Campaigns- tags not integrating?

            Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

          • Maximum limit of rows exceeded

            I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

          • Can't change form's original name in URL

            Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

          • Tip #7: 5 formas de mantener tus listas de correo electrónico

            Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

          • Mail Merge related Lists

            When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

          • Next Page