Zoho Projects is a project management software that helps you track and manage work. The in-built issue tracker module helps you resolve issues while keeping track of deadlines. Create a standalone task or group similar tasks into a task list. Raise bugs if a feature doesn’t work as per the expected functionality.
While adding the user to your portal or project, assign the user to a proper role. Privileges for the users are based on their roles. In Zoho Projects, we’ve four different user roles: Portal owner / Admin – User who creates the portal becomes the portal owner or the admin of the portal.
The transitions will appear as buttons in the task details page when the criteria for them are met. You can click the transition buttons to move the task to the desired status. We have chosen three domains where Zoho Projects and we have one scenario for each of these domains for you to understand how they work.
How to add users to Zoho Projects portal?
Say, if there are 100 users in CRM and you need to add them to your Zoho Projects portal. You can just import users and assign roles to them. And, your import gets done in seconds.
Portal Owners and Admins will have access to all projects in the portal. Click to learn more about access privileges for modifying users in Zoho Projects. Click in the top navigation band. Navigate to the Manage Users and then click Portal Users. Click Add User in the upper right corner.
You should be thinking “How do I add users to a project?”
I discovered if your portal is integrated with Zoho Books or Zoho Invoice you can also add user rates. Select the projects from the picklist to add users to them. Can add a maximum of 3 users. Can continue with existing users.
How do I add employees to my Zoho people account?
Employees of your organization can be added as Users into your Zoho People account, using any of the following methods. Apart from this, you can also sync users of the following services with your Zoho People account. When you invite users to your organization, you send an invitation to their email id with a temporary password.
While writing we ran into the inquiry “How do I add users in Zoho sprints?”.
One idea is that project users in zoho sprints Add users to your project, assign them to work items, and track the progress everyday. Project users in zoho sprints Project users Add a user Navigate to Projects in the top panel.