Any
Project comprises a group of people who have well defined roles and
functions assigned to their profiles. The individuals in a group may
have different set of activities and tasks for which they are
responsible and so their privileges will certainly differ. For example,
a typical project consists of Project Managers, Developers, Testers,UI
designers,Customer support personnel and document writers.
It
becomes a havoc if user management is lacking for a project, resulting
in abundant under- utilization or mis-utilisation of the resources. A
well laid User Management for a project typically consists of the
following bifurcations:
Admin Group
This group consists of individuals who have the authority to enjoy full privileges in the other modules of the project management application.
- Add new projects
- Assign tasks to other users
- Add new users into the project
User Group
They have only the following privileges assigned by the administrator group:
- Add individual tasks
- Upload files or share them with the rest of the group
- Participate in the forum discussions
Adding a New User
Only the user with Admin Privileges can add new users to a project. To add a new user, you can use the New User link shown in left side 'Users' menu or else use the Add User button under 'Settings' -> 'People View' tab. While
adding new users to the project member list, it is essential to specify
the role of the user in the company. The new user can have the
following roles:
- Manager : A Manager has all privileges at the Project level. He can add new projects, folders, add/remove users or schedule meetings.
- Contractor : Contractor
is the one who works for a project for a specified period of time.
After the expiry of this period, the administrator will disable any
access to this party.
- Employee : Any
normal user who works for the project, with access to his documents and
privileges to add tasks or upload documents in a project.
Deleting Users
Only
administrators and Managers have the privileges to delete any user from
the Project.To delete a user name from the list of users, simply click
the red icon displayed next to user name. In order to remove the user
from the company then go to People View tab in Settings link.
Updating User Roles
Admin & Manager can change the role of the users by clicking on the edit project role icon next to the user name. Once the role is changed, clicking on the update button saves the change in role, in the Project.
Updating role in the company To update the role in the company, you can click on the settings tab. Here, you can see the following tabs:
- People View
: Under this tab, you can see the users list for your project and can
edit or delete any user.You can use the edit option to change the role
of a particular user in the company.
Client Group
Adding Clients & Client Users
To add a client, you can go to the Settings tab > Client view > Add Client, you can specify the new client's name to be added.To add a client user to the existing client,you can use the option Settings > Client view page, where you can add, edit or delete existing users for any particular client.
Deleting Clients & Client Users
You
can use the Delete option to delete the respective clients or client
user, using the Delete button next to the user/client names.
Send Message
: The Administrator can also send mail to selected/all members in the
project using the 'Send Message' button. The same option is also
available under the 'Settings' -> 'People View' tab as well, the
variation here being all the users & clients are available in the
combo list. And in either case, you can choose to mail a set of
users/clients from the list of names available.
Is there a way to delete users. If not, because this would create orphan records, can you change their role to inactive and hide the icon.
You can delete users from the project as well as from the organization.
To delete user(s) from a project,
Click on the required project, click "users" tab and click the "red cross delete icon" shown to the right of the user name.
To delete user(s) from the organization,
Click "settings" link on the top right corner of the window, click "People view" tab and click on the "red cross delete icon" shown to the right of the user name.
Is there a way to add users without sending them an email? Some of my 'users' aren't people I want to be able to access this as there's no need. Thanks
No. This is because the login credentials (user name & password) are sent to the user via email with which the users can login and start accessing the project(s).
I add 10 users, and set them as exployee, but I find everyone can add task/milestone...
Can I control it?
Our company needs a kind of user that cannot add task and milestones, and above all, a kind of user that will not be able to see other users' timesheets.
Is that possible?
I am trying to add a user as an "Admin." But when I click Add User, he never shows up and I'm getting an "Error on Page" on the bottom left corner. Can you help?
We need a user that cannot add task and milestones, and that will not be able to see other users' timesheets. Is this the client user?
How can I assign hours of work for each person, so that it can not be assigned to work more hours than is available each user? For example, a user works 8 hours a day, but only 6 other works.
Can I create many user accounts at once? Maybe uploading an .ldif file? Or can I use my contacts from Zoho mail?
@mike_bio
As of now, its not possible to create many user accounts at once. Also its not possible use contacts from Zoho Mail.
Every Project member has to be added individually into Zoho Projects.
As stated by several posts, a user profile with "viewer only " right is necessary.
That means not rights to create, delete or move either tasks, milestones or documents.
Excellent application with great potential though.
@Fabrice thanks for your kind words. Keep using Zoho Projects and spread the word for us.
-Celina
One of my employees is responsable of billing the others members of my team hours. If she is logged in with employe role she can't see other people tasks, how can I solve this ?
@ lazario
In time sheet, only the tasks assigned to that particular user will be displayed in the 'Task' drop down.
This is because, an user can log time only for the tasks they are assigned to and not for the tasks that are assigned to other project members.
Can i change my email address as an admin?
I gave a secondary address at the beginning and now want to change it.
How???
@ adazzz8,
Yes, it is possible to change the email address.
Login to https://accounts.zoho.com --> click 'My Email IDs' link on the left side menu --> click 'Edit' link shown to the right side of the email address and change the email address.
Is it possible to change a user's login name?
@ cjhopkins1,
No. It is not possible to change the user's login name. Because Login name is an unique string that is mapped across all the other Zoho Services.
Is it possible for a client user to see other users in the project? If a client user's logs in, currently he only sees himself in the user list.
@ deegee,
No. It is not possible for a client user to view other project members.
Is there a way to give "view only" access to a member of a project without allowing him to edit, post new task, new meetings, etc?
I noticed that there are 3 user profiles, but all of them allow to edit almost everything. Thanks...
Manager : A Manager has all privileges at the Project level. He can add new projects, folders, add/remove users or schedule meetings.
Contractor : Contractor is the one who works for a project for a specified period of time. After the expiry of this period, the administrator will disable any access to this party.
Employee : Any normal user who works for the project, with access to his documents and privileges to add tasks or upload documents in a project.
K. Daccach,
As of now, its not possible to give "View Only" permission to any of the project members. All the users can create tasks, forum post, meetings and upload documents in the project.
Somehow I accidentally logged in as one of my users (I thought the system was asking me to change my username and id -- but it was asking me to set one up for her). So now that user has a username I established that she did not choose and does not make sense to her. I need to start the process from scratch for her and let her set up her own account with a user id she chooses. How can I do that?
Guest,
You can follow the steps mentioned in the URL provided below to close the account.
https://zohosso.wiki.zoho.com/#close
Once closed, the user can start from scratch and set up a new user name as per his/her requirement.
Can I change a users password, or have a password reminder emailed to them?
@credfern,
Currently, it is not possible for you to change other users password. Only the respective user can reset the password using FORGOT PASSWORD option.
I was added to a project, but i can't move past the intro/edit profile, etc. page to access already-posted tasks, milestones, and other tabs. where do i need to go/what do i need to do in order to move away from the Welcome page and access those?