What will be the role of the Zoho CRM users in Zoho Projects?
While configuring the Zoho Projects Integration, when a CRM user is added to a portal, the user is assigned the role of the Joint Administrator in Zoho Projects.
While creating a project, the Zoho CRM user who is added as one of the project users will be added as a Manager in Zoho Projects.
Related LinksRoles and Permissions in Zoho Projects
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Configure Zoho Projects Integration
Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...
Import project users from Zoho CRM
Zoho Projects provides an option to import users and accounts from Zoho CRM. From Zoho CRM, you can now import your project and client users to your Projects portal. This feature is not available for Zoho CRM Plus and Zoho One users. Login to Zoho ...
Working with Zoho Projects Integration
Create a Project You can create projects for Accounts, Contacts and Deals in Zoho CRM. The users in your CRM account can create or associate projects if they have permission to do so. Note The user should have Create Project permission in Zoho ...
Assigning Users and Applications
You can add users to your organization and grant them access to individual applications in Zoho CRM Plus. This allows you to manage users and their application access to Zoho CRM Plus's features and functions, making it easy to limit who has access ...
Import Google Apps Users into Zoho Projects
You can easily import Google Apps users into Zoho Projects. You can import the users for a portal or any selected project. However, you can import Google Apps users into Zoho Projects, only if have integrated your Google Apps account with Zoho ...