Hugo Sanchez Morales, Owner at DAG CONSULTORES: “ Zoho Projects is an excellent tool to manage projects and follow up operative tasks and meeting agreements. Easy to understand and to apply. In our opinion, Zoho Projects can be recommended without hesitation, both for business or personal use! ”
The various user roles and privileges that can be granted to users in Zoho Projects are as follows :
Note: The sheet below just shows the existing user roles and privileges. You cannot edit or update this sheet.
For more details, please contact us at firstname.lastname@example.org
Portal Owner (Administrator) is the one who has all the privileges of administrator with additional permission to access upgrade/billing process, change portal url and owner.
Note : There can be only one portal administrator per portal.
Administrator is the one who has all privileges at the portal level like add projects, add/remove users, upload/edit/delete files, create folders, add/edit/delete tasks, subtasks, milestones, create forum topics and schedule meetings.
A Manager has all privileges at the project level like add projects, add/remove users, upload/edit/delete files, create folders, add/edit/delete tasks, subtasks, milestones, create forum topics and schedule meetings.
Employee is a normal user who works for the project with limited privileges like view milestones, add/edit tasks, upload files in a project, post a topic in forums.
Contractor is the one who works in a project for a specified period of time. After the expiry of the contract period the administrator will revoke their access for the project.
A company or organization for whom the projects are done. Example: Bowman Furnitures. A user who has access to see the progress of a project from the client company, Eg : email@example.com.
Client user can add tasks, view milestones, upload files and actively participate in forum discussions.