Link users in bugtracker

Link users in bugtracker

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All Users

You can link all your users and collaborate in BugTracker.

Project users

Project users works for the projects with access privileges like view the milestones, add/edit tasks, upload files in a project, post a topic in forums. The project user can be a Admin, Manager or Employee.

Add project users

In Projects, select a project and then select Users. You can view the existing project users, if any. In Users tab, click the Plus icon at the top right corner, and specify the user details to add.

Add User link

An invite mail is sent to the added project user along with the login credentials.

Edit / Delete project users

You can edit or delete a project user. Hover the mouse over the selected user to enable the Edit and Delete option. You can also choose to Follow or Unfollow a project user.

Edit Role
 

Client Company Users

A company or organization for whom the projects are done. Eg: Bowman Furnitures is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that project.

Add a client company

In the ADMIN section, click All Users. Click Client Users tab, and then click the Plus icon at the top right corner and specify the client company details. This creates a client company with selected projects.

All Client Company

Edit / Delete a client company

In Client Users, hover the mouse over the required client company to enable the Edit and Delete option. You can edit and update the client company or delete.

Edit Company

Add a client user

In Client Users, hover the mouse over the required client company to enable the Add client user option. An invite mail is sent to the client user's email id along with the login credentials.

Add Client Users

Edit / Delete client users

In Client Users, hover the mouse over the required client user to enable the Edit and Delete option. You can edit or delete the client user for the selected client company, if required.

Edit Client User

Client Company / Users for a selected project

You can also add client company / users specific to a project instead of selecting users from All Users and assigning them to the selected projects. However, you cannot edit a client company or client user within the selected project.

Add client company

In Projects, select a project and then click Users. Click the Client Users tab, and then click the Plus icon to add a client company for the selected project. You can add a new client company or choose an existing client company.

add-projectcompany

Note:

  • You can also add other existing client companies available in that portal.

Delete client company

In the selected project, click Users > Client Users. Hover the mouse over the required client company to enable the Delete option.

delete-projectcompany

Add client user

In the selected project, click Users > Client Users. Hover the mouse over the required client company to enable the Add client user option. You can add a new user or an existing client user.

add-projectclient

Delete client user

In the selected project, click Users > Client Users. Hover the mouse over the required client user to enable the Delete option.

delete-projectclient

Portal Users

Portal users are part of the organization and they work on projects for the company.

Add users for a company

In the Admin section, click All Users.

Note:

  • All Users tab is visible only for the Portal administrator.
All Users Tab

In Portal Users , click  the Plus icon at the top right corner, and specify the user details. You can add a user to multiple projects at a time.

Add Users

An invite mail is sent to the new user. Upon subscribing the user is added as part of the project. If you are not able to trace the mail, please do mail us at support@zohoprojects.com for further assistance.

Edit / Delete user roles

You can edit the user role or delete the user, if required. Hover the mouse over the portal user to enable the Edit and Delete option.

Edit Users