How Do I Add Project Users, Clients, Viewers, and Followers?

How Do I Add Project Users, Clients, Viewers, and Followers?

When a project is created and the tasks are determined, you definitely need to assign roles to your team members for effectively hitting the headway. Thus, the importance of stakeholders comes into play for expanding and elevating the project stand to the next level of excellence. The four different types of project stakeholders are:

  • Users
  • Clients
  • Followers
  • Viewers
Have you ever thought about the significance of adding viewers, followers, users or clients to your projects? 

Here we go!

  • Convert viewers and followers to project users 
  • Fetch real-time project updates across projects in the portal 
  • Inform your project activities to the clients
  • Manage client users to effectively participate in your projects 
I have listed down the following pointers that can guide you in generating users, clients, viewers, and followers in your portal.

How do I add portal users?

In  Home, click All Users, click Portal Users tab, and then click Add User at the top right corner and specify the portal user details. You can also assign projects for the new portal user. Portal users can view or follow all the public projects in that portal. Learn More about private and public projects. 


How do I add client users?

Navigate to the Client Users tab, hover the mouse over the required client company to enable the Add Client User option, and then click to add the client user. An invitation mail is sent to the client user's email ID along with the login credentials.


How do I add project users?

In  Projects, select a project and then select Users. You can view the existing project users, if any. In the Users tab, click  Add User at the top right corner, and specify the user details. Based on your project need, you can modify or delete your project users.

You can add users in any project as a Manager or Employee or Contractor.


Can I add viewers to my project?

Unlike adding a user to your project, you cannot add a viewer to your project. Instead, users can view a public project even if they are not part of that particular project. 

  1. In Projects, select the Public tab to view the list of public projects in the portal.
  2. Click any one of the projects that you want to view.
  3. In the Users tab, the user will now be considered as one of the viewer in that project.

Can I add followers to my project?

Unlike adding a user to your project, you cannot add a follower to your project. Instead, users can follow a public project and receive real-time project updates.

  1. In Projects, select the Public tab to view the list of public projects in the portal
  2. Click Follow to follow the particular project (You can follow 'n' number of projects in the portal).
  3. In the Users tab, the user will now be considered as one of the follower in that project.

Here is an example:

If you click on the project 'ERP Phase III' in the public projects, you are added as a viewer of the project. And, when you click Follow on the project that you prefer, you are added to the followers list of that particular project. 


Note:

  • To view or follow, the user should belong to the PORTAL 
  • Users can view or follow only public projects even though they are NOT THE USERS of that particular project
  • Portal admin and portal owner cannot view or follow the projects in the portal
  • When you start following a project, you will be removed from the viewers list of that particular project and added to the followers list
  • Viewers can only view the project details, whereas the followers will be notified about the project updates in Feeds.

Regards,
Monica. R




      • Sticky Posts

      • Tip: How to print the Gantt View

        Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

      • Project Management via Emails in Zoho Projects

        We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more

      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

      • Task and Project numbering

        Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

      • Task Inline Editing Enhancement

        Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.