Company Users

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

Add Users for a Company

In My Home, Click All Users tab. You can find Company Users, Client Users.

To add a project user :

1. In Company Users tab click Add User
2. This opens user information dialog box
3. Type email address of the user; choose a user role
4. Select the projects you wish to add
5. If you wish you can add a personal note
6. Click Add User icon

This provides access to selected projects. You can add a user to multiple projects at a time.

 

An invite mail is sent to the new user. Upon subscriping the user is added as part of the project.

Here's sample screen capture of an invite mail sent from Zoho Projects to you.

 

If you are not able to trace the mail, please do mail us at support@zohoprojects.com for further assistance.

View of Company Users in a Portal :

To edit a user :

1. Click edit icon
2. This opens a Edit User form
3. Change the user role or update projects for the user
4. Click Update User Profile icon

This saves the latest changes made to the user profile.

 

To delete a user :

1. Click trash can icon
2. An alert message Do you want to remove this user from this company? is displayed
3. Click Delete User icon

This deletes the project user from the company forever.