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

          • DNS set up

            I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

          • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

            The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

          • General suggestions

            Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark

          • Can't upload attachments.

            I can't upload attachment in Zoho Mail.

          • Need Guidance on SPF Flattening for Zoho Mail Configuration

            Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

          • How use

            Good morning sir I tried Zoho Mail

          • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

            Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

          • Error when sending emails from Zoho

            Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,

          • Zoho Tables is now live in Australia & New Zealand!

            Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

          • Not all emails from outlook365 migrated to my new zoho account

            I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

          • Max numbr of IMAP Accounts in Zoho Mail?

            In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?

          • Formula Fields Trouble

            Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make

          • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

            We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.

          • How can I add a new organization on Zoho Campaign

            I want to create a new organization with my Zoho Campaign

          • White Label certificate

            Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

          • www.abc.com is working but abc.com is not

            I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.

          • Split my account

            Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.

          • Have Mail Lite, wish to add/purchase 2nd domain and use email

            Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the

          • Need support in setting up the company email and few other setups

            Need support in setting up the company email and few other setups

          • This mobile number has been marked spam.

            Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and

          • Add an external email to the allowed list

            I need to allow an external email to raise a ticket on Manage Engine ServiceDesk Plus. The external email is a outside of our domain and is not a domain user. The email address that needs to be allowed to raise a ticket request is noreply@formsatack.com.

          • Display name & account type change

            I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead

          • Request to change display name in Zoho mail

            Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as

          • Outbound IP address SPAM problem.

            Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.

          • Answer Bot and Personalized Questions

            Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"

          • Forwarding

            How can I forward my Zoho account to my gmail account? Noël

          • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

            Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.

          • Zoho Mail CC and BCC not working

            Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report

          • Zoho Autoplay Issue

            Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything

          • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

            Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

          • Adding hyperlinks in CRM emails time automatically

            It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way

          • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

            Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for

          • External File Share - Allow delete

            Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?

          • How to notify all members on any updates to zoho crm?

            Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changes

          • How to change the format for phone numbers?

            Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?

          • Unattended Access on Android without Play Store

            I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

          • Open Sans Font in Zoho Books is not Open Sans.

            Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

          • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

            Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

          • Show Attachments in the customer portal

            Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

          • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

            Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

          • Next Page