Create a Client/Customer Portal in Zoho Projects

Products

Zoho Projects

Description

Create a portal for your clients/customers for them to be able to track the progress of your projects and tasks.

Resolution

Before giving individual users access you must first create a client company.

Step I. Adding a Client Company

Note: You may need admin access to perform these steps.

1. Click in the top navigation panel.
2. Go to Manage Users, then click Client Users.
3. In the dropdown menu next to Add Client User, click Add Client Company.
4. Fill in the Client Company Name, then give access by checking off the desired project.
5. Click Add.

Step II. Adding a Client User to the Portal

1. Click in the top navigation panel.
2. Go to Manage Users, then click Client Users.
3. Click Add Client User.
4. Fill in the User Email.
5. Select the Company Name that you’ve created.
6. If applicable, select the Client Profile and enter the Rate Per Hour.
7. Select the Client Profile as desired.
8. Click Add.

If users do not already have a Zoho account, they will be asked to create one. If you want to change what clients have access to and what they can edit, read how to Edit Client User Permissions in Zoho Projects. After reading this article, if you want to use the new permissions click on the newly added Client Profile name while you are Adding a Client User to the Portal in Step II.