User Roles and Access Privileges

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Key Users Roles

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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 support@zohoprojects.com

Portal Owner

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

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.

Manager

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

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

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.

Client User

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 : mark@bowman.com.
Client user can add tasks, view milestones, upload files and actively participate in forum discussions.

 

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