1. What are the privileges of a project user?

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

2. What are the privileges of a client user?

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: The client users cannot access the Timesheet feature. 

3. I deleted a client user and tried to add them as a project user, but could not do so. Why ?

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. You must delete the user from the organization, to add them again as a user. Learn More.

4. Can I delete a project user and add him/her as a client user and vice versa?

Yes. You can delete a project / client user and  add them again as a client / project user. 

Learn More, to add a client user.  

Learn More, to add a project user.

5. I was invited to join a portal but could not find the invite mail?

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@zohoprojects.com for further assistance.

This is how your Zoho Projects invite looks like:

Invite mail

6. I got an invite mail but project portal denies access for me?

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

7. Being a client user, I am not able to see the tasks in a project?

You cannot access the tasks in a project since the milestone is not marked as External. Learn More on how to change the milestone flag.

8. Can a project be assigned to a client user instead of client company?

No. Currently, you cannot assign a project to a client company. Instead, you can add client company to a project and make it as the Primary Client

9. Is it possible to modify or define user roles?

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

10. Is creating new client company and associated users limited to the portal owner only?

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

11. Is there a way to retrieve names from our active directory to assign users?

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

12. If I delete a user, what happens to their tasks or bugs?

If you delete a project user, all their tasks, bugs, and other project activities will still be available. And the Portal owner can assign it to another project user.

13. Is it possible to deactivate users in projects?

No. You cannot deactivate users, but only delete project users.

14. Who is a viewer and how do I add viewers to my project ?

Say, you are viewing a public project frequently where you haven’t been added as a user yet. In this case, you will be considered as a VIEWER of that public project and your details will show up in the ‘Viewers’ tab when any of the ‘Admin/Manager’ role users of the project log in. Hence, Unlike adding a user to your project, you cannot add a viewer to your project. Instead, users can view a public project even if they are not part of that particular project and become viewers of that specific project accordingly.

  1. In Projects, select the Public tab to view the list of public projects in the portal.
  2. Click any one of the projects that you want to view.
  3. In the Users tab, the user will now be considered as one of the viewers in that project.

15. Who is a follower and how do I add followers to my project ?

Say, you have started following a PUBLIC project recently and you are not the user in the project as well. In this case, you will be considered as a FOLLOWER of that public project and your details will show up in the ‘Followers’ tab when any of the ‘Admin/Manager’ role users of the project log in. Hence, unlike adding a user to your project, you cannot add a follower to your project. Instead, users can follow a public project and receive real-time project updates.

  1. In Projects, select the Public tab to view the list of public projects in the portal
  2. Click Follow to follow the particular project (You can follow 'n' number of projects in the portal).
  3. In the Users tab, the user will now be considered as one of the followers in that project.

Note : 

  • Viewers and Followers cannot be added to a project. 
  • If the project is flagged with public access then all the users in your portal will have View / Follow access.
  • The users who View / Follow the project will be identified automatically as viewers/followers.

16. Why am I not seeing the Resend Invitation link for all the users that I have added in my project?

The Resend Invitation option will be displayed only for the users who have not accepted the invite and logged into Zoho Projects account even once. If you have used the link to resend the invite, then it would show up again after 24 hours only. i.e. This Resend Invitation option can be used once in 24 hours from the time of using it.