How Can You Collaborate with Clients in Zoho Projects Without Exposing Internal Information?
Zoho Projects allows client users with limited access, so they can track project progress without viewing internal conversations or financials.
Add a Client Company:
Go to Users → Client Users → Add Client Company.
Enter company name and contact details.
Invite Client Users:
Add users under the client company and assign them to specific projects.
You can restrict access to only certain modules (Tasks, Milestones, Documents, etc.).
Control Visibility:
Use the “Client Permissions” section to hide internal comments, time logs, budgets, or sensitive tasks.
Collaborate Through Feeds and Comments:
Tag clients on public updates or project feeds.
Share documents or status updates relevant to their involvement.
Why This Workflow Matters:
Client collaboration builds transparency and trust while maintaining control over sensitive information—supporting efficient, client-friendly project execution.
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