Team users

Team users

A team user is someone who will have access to all the projects in the team (i.e. Portal) based on the assigned role.

Add a user

  1. Navigate to  .
  2. Select All Users in the left panel.
  3. Click + User in the upper-right corner.
  4. Enter the User Email, select the User Role, and move projects from Available Project(s) to Assigned Project(s).
  5. Click Add.

Edit a user

You can edit the roles of the user in your team if required. 
  1. Navigate to  .
  2. Select All Users in the left panel.
  3. Click  in the upper-right corner.
  4. Click Details to view the details of the user.
  5. Select the role and update it.

Delete a user

  1. Navigate to  .
  2. Select All Users in the left panel.
  3. Click  in the upper-right corner.
  4. Select Delete.
  5. Enable Notify via email to send email to the particular user.
  6. Click Delete.

Search for a user

To search for users across the projects in your team:
  1. Click the drop down in the upper-right corner.
  2. Select All Users in the left panel.
  3. Hover over the All Users drop down at the top of the page.
  4. Type the user name in the Search by User field.
  5. Search for the user by:
    • All - View all the users in the Team.
    • Admin - View all the Admins.
    • Manager - View all the managers.
    • Member - View all the members in the Team.
  • All the users will have the same role across the projects in the team.
  • A manager can only add a manager or member to their project.
  • While editing an user role, the manager can only re-invite the user to the team.

    • Related Articles

    • Access privileges for users

      Team Users ADMIN MANAGER MEMBER Add user Other Actions Details Delete View by All, Admin, Manager, Member User profile Edit user role Reinvite user Search by user Bulk add users Overall summary Project Users ADMIN MANAGER MEMBER Add user Other ...

    • Team Collaboration

      The Collaborate tab provides a dynamic space that your entire team can use to discuss your brand's social media marketing efforts.  This feature not only helps you bring relevant discussions from all other features of the product (like Reports, ...

    • Why can't I invite users to my team?

      You can only invite users belonging to the same domain. Use case If you have signed up with Zoho Sprints using the .com domain then you can only invite the users with.com domain. User A has an account in .in domain and user B has an account in .com ...

    • View Team Folder Activity

      With the activity timeline in Team Folders, you can view the activities of your Team Folder members, collaborators, and external users. The timeline shows activities such as upload, move, rename, share, trash, delete, and restore. To view Team Folder ...

    • Manage Team Folder Settings

      Let's take a look at how Team Folder type, external sharing, download, and file conversion settings can be set in a Team Folder. Note that only the Admins in a Team Folder can manage its settings. Team Folder Type There are two types of Team Folder: ...