Add client users (portal users) to Zoho Projects and control what they can see and do. This article is for project managers and admins who invite clients or other external stakeholders to a project.
Applies to: Zoho Projects – All clients
Before you invite external stakeholders, understand how visibility and permissions work. This keeps your data secure while your clients stay informed.
Before you add a portal user, set up these two areas.
In Zoho Projects you can set whether project phases (milestones), task lists and tasks are visible to internal team members only or also to external portal users. This setting decides exactly what a client sees when they log in. It stops them from seeing internal-only discussions or sensitive milestones.
For the rules on internal and external milestones and task lists, and how to assign tasks to client users, see Assign tasks to client users in Zoho Projects.
You manage access levels with Client Profiles. In the client profile settings you can create several profiles with different levels of authority, for example "View Only" and "Collaborator". When you add a portal user, you assign one of these profiles to control what they can do in the project.
These interactive guides show how to configure the settings and send the invitation.
Open the Scribe guide: Internal vs external configuration in project phases, task lists and tasks
Open the Scribe guide: Managing portal user permissions in Projects
Open the Scribe guide: Add portal users in Projects
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