Manage Users in Zoho

3/16/2020 Add Users | Online Help | Zoho Projects
Projects
Manage Portal and Project Users

Employees in your organization must be added as portal users before they are assigned to
individual projects.
Click to learn more about access privileges for modifying users in Zoho Projects.
Add users
Portal users
Add portal users
Deactivate Users
Project users
Add project users
Project teams
Edit or Delete users
Edit a Portal User
Delete a Portal User
Edit a Project User
Customize User Permissions
Clone Customized Permissions
Remove Customization
Delete a Project User
Bulk Rate Update (Portal Users)
Export Users
https://www.zoho.com/projects/help/add-project-users.html 1/10
Follow project users for a selected project
Change viewers or followers to project users
Troubleshoot tips
Related Topics
Add portal users

1. Click in the top band.
2. Navigate to the Manage Users and then click Portal Users.
3. Click Add User in the upper right corner.
4. Enter a UserEmail address. You can add multiple email addresses separated by a
comma.
5. Select a Role and Profile for the users. If your portal is integrated with Zoho Books or
Zoho Invoice you can also add user rates.
6. Select the projects from the picklist to add users to them.
7. Click Add.
Use case No. of users allowed
New sign-ups for free

Can add a maximum of 5 users
plan
Existing free plan Can continue with existing users. New users cannot be added u
accounts with more deactivate existing users (If the user count drops below 5, the 5
than 5 users will apply).
Existing free plan

accounts with less than Can add more users subject to the 5 user limit
5 users
Downgrade from paid Five users will remain active and the rest will be deactivated
plan to free plan
Standard: 10 users; Express: 15 users; Premium: 20 users; and

Paid plans
25 users. Additional users can be purchased as add-ons.
Client users in free

Click here to check our client user pricing.
and paid plans
Deactivate Users
Users can be temporarily deactivated from the portal. This will not delete the user. The user
will not have access to the portal data and can be activated again if necessary.
2. Navigate to the Manage Users section and click Portal Users.
3. Hover over a user and click Deactivate. User will be moved to Deactivated User
section.
4. Activate users from the Deactivated Users Section. Hover over the user and click
Activate.
Add project users

1. Click Projects in the top band.
2. Select a project from the list.
3. Select Users from the left-hand panel.
4. Click Add User in the upper-right corner.
5. Enter the first few characters of the user's name or select from the pick list. (If the
project's billing method is based on the project hours, then you won't see the Rate Per
Hour field here.)
6. Select multiple users to add them in bulk.
7. Click Add.
Select Add New User to add users who are not part of the portal.
Enter the email addresses separated by commas.
Give each user a Role and assign a Profile. You can add user rates if you have
subscribed to Zoho Invoice or Zoho Books and completed the integration.
Click Add To List. You can now select the users from the pick list and add them to the
project.
An email invite is sent to the added users along with the login credentials.
Project teams
Associate teams to your projects and manage work. Teams can be @ mentioned in status
and feeds. All users in the mentioned team will receive email notifications. User filters
supports teams. You can also save the team filter as a custom view.
4. Click on the Teams tab.
5. View teams associated with the projects or click Add Team to create a new team.
Edit a Portal User

Edit user Role, Proile, and User rates from Portal User section. These edits can also be
made at an individual project level. You can also apply the user's portal defaults to any
project to which they're assigned.
2. Navigate to the Manage Users section and click Portal Users.
3. Hover over a user to display available actions.
4. Click .
5. Update the Role, Profile, and Rate as needed
6. Edit the Role and Rate Per Hour for individual projects in the list. (If the Rate Per Hour
field for a project shows "NA", it means that project's billing is based on project hours
and you won't be able to set a user rate.)
To add the user to more projects, click Assign More Projects above the list
To apply the user's default values to projects, use the checkboxes to select the
projects you want and click Apply Portal Values
7. Click Update.
Delete a Portal User

2. Navigate to the Users section and click Portal Users.
4. Click .
5. Check the box if you want to let the user know they've been removed.
6. Click Delete User.
Edit a Project User

When you edit a user within a project, the changes you make affect only that project. .
5. Click .
6. Customize user permissions using the toggle switch.
7. Click Update.
Customize User Permission

When you edit a user within a project you can also customize their permissions.
4. Hover over a user and then click .
5. Click Customize permissions for this user.
6. Edit permissions as needed and then click Update.
Clone Customized Permissions

Customized permissions can be cloned from one user and applied to other users.
5. Click and then click Clone Customization.
6. Select project users from the dialog box and then click Copy Permissions.
7. Permission set is copied to the selected users.
Remove Customization
Customized permissions can be removed and the permissions will revert to portal level
client permissions.
5. Click and then click Remove Customization.
6. Permissions will reset to portal level client user permissions.
Delete a Project User

When you delete a user from a project, they'll be removed from that particular project only
but not from the entire portal.
3. Select and navigate to Users from the left-hand panel.
5. Click .
6. Check the box if you want to let the user know they've been removed.
7. Click Delete User.
Bulk Rate Update

Sometimes you might want to set one common rate for all the users who hold the same
role in your project (for instance, $80/hour for managers and $35/hour for employees), or
even set a common rate for all of the users in the project (for instance, $50/hour for
everyone regardless of role). The Bulk Rate Update option makes this easier.
To update user rates in bulk across the portal:
3. Click and select Bulk Rate Update.
4. Select a Role to update, using the drop-down menu.
5. Select users by either typing a specific user name into the search field or using the
checkboxes to select users from the list.
6. Enter the new rate in the Update Selected Users field.
7. Click Apply.
8. Click Save.
Export Users
You can export users to a CSV file.
3. Click and hover over Export Users. You will see two options - By Portal, By Project.
By Portal - All org users are exported to a single CSV file
By Project - project wise CSV files are generated and sent as a zip folder
4. You will receive an email with the download link.
Follow project users for a selected project

You can follow a project user to know about their project activities. And once you follow a
project user, you will be notified about all their project activities in your project Feed. Hover
over a project user and click . You can also choose to Unfollow the user if required.
Change viewers or followers to project users

You can change viewer or follower into a project user.
In the Users tab, click the drop-down arrow next to Users and select Viewers or
Followers to display the list of viewers or followers. Hover over the user and click . The
Viewer/Follower is now converted into a Project User.
Troubleshoot tips
You might get an error message when you try to add a user. This might happen due to one
of the following reasons:
The email address might have been registered already with one of our data
centers. (An email address registered with the EU data center cannot be
registered with our US data center.) The user must close the account in the
current deployment before you can add the email address to your portal.
The user is already part of your portal.
Something might have gone wrong at our end. You can either refresh the page
and retry or try after sometime.
Contact our support team (support@zohoprojects.com) for more details.
Related Topics
Client Users

Manage Users in Zoho

Uploaded by

Copyright:

Available Formats

You might also like

Manage Users in Zoho

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Manage Users in Zoho

Uploaded by

Copyright:

Available Formats

3/16/2020 Add Users | Online Help | Zoho Projects

Manage Portal and Project Users

Add portal users

Add project users

Edit or Delete users

Edit a Portal User

Delete a Portal User

Edit a Project User

Customize User Permissions

Clone Customized Permissions

Delete a Project User

Bulk Rate Update (Portal Users)

Follow project users for a selected project

Change viewers or followers to project users

Add portal users

2. Navigate to the Manage Users and then click Portal Users.

3. Click Add User in the upper right corner.

6. Select the projects from the picklist to add users to them.

Use case No. of users allowed

New sign-ups for free

Existing free plan

Standard: 10 users; Express: 15 users; Premium: 20 users; and

Client users in free

1. Click in the top band.

2. Navigate to the Manage Users section and click Portal Users.

Add project users

2. Select a project from the list.

3. Select Users from the left-hand panel.

4. Click Add User in the upper-right corner.

6. Select multiple users to add them in bulk.

Enter the email addresses separated by commas.

1. Click Projects in the top band.

2. Select a project from the list.

3. Select Users from the left-hand panel.

4. Click on the Teams tab.

Edit a Portal User

1. Click in the top band.

2. Navigate to the Manage Users section and click Portal Users.

3. Hover over a user to display available actions.

5. Update the Role, Profile, and Rate as needed

Delete a Portal User

2. Navigate to the Users section and click Portal Users.

3. Hover over a user to display available actions.

6. Click Delete User.

Edit a Project User

1. Click Projects in the top band.

2. Select a project from the list.

3. Select Users from the left-hand panel.

4. Hover over a user to display available actions.

6. Customize user permissions using the toggle switch.

Customize User Permission

1. Click Projects in the top band.

2. Select a project from the list.

3. Select Users from the left-hand panel.

4. Hover over a user and then click .

5. Click Customize permissions for this user.

6. Edit permissions as needed and then click Update.

Clone Customized Permissions