Understanding Roles in Zoho Projects
Key User Roles and Access Privileges for a Portal
The key roles and access privileges in Zoho Projects are as follows:
Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner also has permission to access upgrade/billing process, change portal URL and owner.
- There can be only one portal administrator per portal.
Administrator is the one who has all the privileges in a portal like adding new projects, folders, adding/removing users, adding/editing/deleting tasks, scheduling meetings.
A Manager has all the privileges at a project level like adding new projects, folders, adding/removing users and scheduling meetings.
Employee is a normal user who works for the project with limited privileges like accessing documents, adding tasks, uploading documents in a project.
Contractor is the one who works in a project for a specified period of time. When the contract period is over, the administrator revokes their access to the project.
A company or organization for whom the projects are done. Eg: Bowman Furniture.
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, upload documents and actively participate in forum discussions.