What Are the Different User Roles in Zoho Projects and How Do They Affect Access and Permissions?
Zoho Projects offers role-based access control to manage what each user can view or edit—crucial for maintaining data security and operational clarity.
System Roles:
Portal Owner: Full admin rights for all projects and settings.
Admin: Can manage all projects, users, and billing.
Manager: Full access to assigned projects and team tasks.
Employee/User: Can view and work on assigned tasks.
Client: Limited access based on what’s shared.
Customize Role Permissions:
Go to Setup → Users → Roles & Permissions.
Enable or restrict access to modules like Tasks, Milestones, Time Logs, Reports, and Billing.
Project-Level Access:
Even if a user has global access, their role can differ on each project.
Assign project-specific permissions (e.g., Project Admin, Viewer).
Monitor User Activity:
Use Activity Stream and Audit Logs to track actions by user.
Why This Workflow Matters:
Clearly defined roles maintain organizational control, protect sensitive data, and align each user’s capabilities with their responsibilities.
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