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

        • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

          When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

        • CRM Mobile reports

          When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

        • Unify All Zoho Video Meeting Experiences into One Standardized Platform

          Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

        • When Zoho Tables Beta will be open to EU data center

          Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

        • Start Form on a different page (i.e., hide form pages)?

          I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

        • Microsoft Teams now available as an online meeting provider

          Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

        • Standard Payment Term is not pulled from account to quotation

          Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

        • Passing the CRM

          Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

        • How can we disable "My Requests"?

          We are not using this functionality in our system at all and our users get confused.

        • PayPal payment received recording problem

          Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

        • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

          Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

        • How to mute chat notification sound by default in Zoho SalesIQ?

          We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

        • Kanban View for Projects.

          At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

        • How to Hide Article Links in SalesIQ Answer Bot Responses

          I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

        • Currency limitation when integrating Zoho CRM & Zoho Books

          Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell

        • Add RECURRING option when adding email to calendar events

          When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

        • Using Contains as a filter

          We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice

        • LINE Auto Message Connect to Zoho

          When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

        • Option to block bookings from specific email address or ip adresss in zoho booking

          Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

        • Threaded conversations for emails sent via automation

          Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

        • 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. Managing addresses

        • Create folder is fetch fails

          coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

        • Meetups de Usuarios de Zoho - Noviembre 2025

          ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

        • Introducing 7 New Connectors in Zoho DataPrep!

          We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

        • System flaws and lack of response from Zoho

          I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

        • Sales Order, Invoice and Payment numbers

          Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

        • Missing information data Zoho inventory

          there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

        • First day of trying FSM in the field.

          What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

        • Zoho Desk app update: AI powered features

          Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

        • How to Automate Email Sequence

          I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

        • Turning off the new UI

          Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

        • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

          Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

        • Credit Management: #3 Setting Credit Limit for Customers

          Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

        • Canvas View in Zoho Recruit

          Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

        • Adding Reports to Portals

          Is there a way to add Reports to portals so only the user can see report templates relevant to them?

        • Update on the client portal URL for Guest users

          We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

        • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

          Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

        • Enhancements to Zoho Maps integration tasks

          Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

        • Unable to see Zoho contacts in Zoho app on ios

          Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

        • Task Due Date greater than 10 years.

          We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example

        • Next Page