User Management

• What are the privileges of a project user?
• What are the privileges of a client user ?
• I deleted a client user and tried to add as a project user but could not do so?
• Can I delete a project user and add him/her as a client user and vice versa?
• I was invited to join a portal but could not find the invite mail?
• I got an invite mail but project portal denies access for me?
• Being a client user I am not able to see the tasks of a project?
• Can a project be assigned to a client user instead of client company?
• Is it possible to modify or define user roles?
• Is creating new client company and associated users limited to the portal owner only?
• Is there a way to pull names from our active directory to assign users?

The following are the privileges of a project user

• Add tasks and milestones
• Upload and access documents
• Post a forum topic and send comments
• Create and collaborate using wiki and chat
• Add notes, schedule meetings
• File a bug and fix bugs

The following are the privileges of a client user

• View milestones of a project
• Access project documents and dashboard
• View forum topics and send comments
• View Bugs tab (read only access)

Note: Client users cannot access Timesheets

The message user already added as client to this organization is displayed because you would have deleted (removed) the user only from the project and not from the entire organization.

To delete a client user :

• Go to All Users section
• In this select Company Clients tab
• Choose the client user and delete them
• Add the user as project member in the required project

Yes. You can delete a project / client user and can add them again as a client / project user. For this follow the steps below

To add a client user :

• Go to All Users section
• Click Company Clients tab and add the user

To add project user :

• Go to All Users section
• Click Company Users tab
• Click Add User option, enter the email id; select the user role
• Now click Add User button

The invite mail is a system generated mail sent from Zoho Projects along with username and password. Sometimes this mail would have landed in your SPAM folder. Hence we request you to check your SPAM folder for the invite mail.

If you are not able to trace the mail kindly mail to support[at]zohoprojects[dot]com for further assistance.

This is how your invite mail sent from Zoho Projects would look like :

The portal owner who invited you to their portal would have forgot to add you as part of their project hence access is denied for you. To get an access, you need to request your portal owner to add you as a member in their project.

Only milestones marked as External in Milestone flag is accessible for client users and not otherwise.

No. Currently, the project can be assigned to a client company only. i.e Any of the client company added to the project can be made as the Primary Client.

No. The user roles and its access privileges are predefined. As per the existing design you cannot modify or define new user roles.

Client Company and associated users can be added by the Portal Owner, Administrator and Manager. If you are in either of the aforementioned roles, you will be able to add the client company and users.

Portal Owner and Admin :

• After logging into your portal, click All Users tab that is displayed on the right corner of the page
• In the All Users section, click Client Users sub link
• Click Add Client Company button to first add the company and then the users

Manager :

• After logging into the portal, click project name listed in the Active Projects section in the home page
• Once you are inside the project, click Users tab
• In the Users section, click Client Users sub link
• Click Add Client Company button to first add the company and then the users

It is not possible to pull name from your active directory to assign users. The users must be added into your projects portal in order to have them assigned to the tasks and other project activities.