This article clarifies the process of adding and managing portal users within Zoho Projects. Before inviting external stakeholders, it is essential to understand how visibility and permissions function to ensure your data remains secure while your clients stay informed.
Key Concepts for Zoho Projects Portals
Before adding a portal user, ensure you have configured the following two areas:
Internal vs. External Configurations
In Zoho Projects, you can define whether specific Project Phases (Milestones), Task Lists, and Tasks are visible to internal team members only or to external portal users. This setting determines exactly what a client sees when they log in, preventing them from viewing internal-only discussions or sensitive milestones.
Portal User Permissions & Profiles
Access levels are managed through Client Profiles. You can create multiple profiles within the client profile settings to define different levels of authority (e.g., "View Only" vs. "Collaborator"). When you add a new portal user, you will assign one of these profiles to control their specific capabilities within the project.
Detailed Step-by-Step Guides
The following interactive guides provide a deep dive into configuring these settings and the final invitation process.
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