• General
• Accounts
• Pricing
• Tasks
• Documents
• Bug Tracker
• Users
• MS Projects

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?

1. What are the privileges of a project user?top

The following are the privileges of a project user

1. Add tasks and milestones
2. Upload and access documents
3. Post a forum topic and send comments
4. Create, and collaborate using wiki and chat
5. Add notes, schedule meetings and log entries in timesheet for a project

2. What are the privileges of a client user?top

The following are the privileges of a client user

1. View milestones of a project
2. Access project documents and dashboard
3. Post a forum topic and send comments
4. Collaborate using wiki and chat
5. Look at timesheet entries (read only view)

3. I deleted a client user and tried to add him/her as a project user but could not do so ? top

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 :

1. Go to 'All Users' section
2. In this select Company Clients tab
3. Choose the client user and delete them
4. Add the user as project member in the required project

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

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 :

1. Go to 'All Users' section
2. Click 'Company Clients' tab and add the user

To add project user :

1. Go to 'All Users' section
2. Click 'Company Users' tab
3. Click 'Add User' option, enter the email id, select the role and hit 'Add User' button.

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

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 :

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

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 the portal owner to add you as a member to their project.

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

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