Users
Who can open the project pages, and with which role. What each role may do — which projects, and read or write on each page — is set under Roles and rights, at the bottom of this page. Tick "all" to let someone see every project whatever the role. Administrators manage this page. Colleagues without a Zoho account sign in with a code sent to this email address.
Typing a name or an email proposes the people of the Zoho Projects portal; Add from Zoho… adds several at once. Colleagues outside Zoho (Polytec Italy) are typed in full.
| User | Role | Projects | Last sign-in |
|---|
Zoho service connection
Users who sign in by email have no Zoho seat; the portal reads Zoho Projects for them through this connection — an administrator's own Zoho authorisation. It also reads the Zoho CRM accounts for the customer list on page 1. Set it once with an account that will stay active (yours). Nothing is written to Zoho through it, except by the Zoho Projects mirror below when it is on (after turning the mirror on the first time, click “Connect with my Zoho account” again so Zoho grants the task-list and file permissions).
Zoho Projects mirror
Copies into Zoho Projects, through the service connection above: the actions and issues of level 2 and 3 of page 2 as tasks (list “PM - Actions and issues (portal)” of each project — owner, due date, open/closed), and every issued meeting as a closed task with the PDF of its minutes attached (list “PM - Meetings (portal)”). The portal stays the master: changes reach Zoho within seconds; a task closed or reopened in Zoho is closed or reopened on page 2 (the portal wins when both changed). Internal points and level-1 entries are never copied. Start with Selected projects to try it on one or two.
| Project | Zoho tasks | Last run | Result |
|---|
Project assignment
Roles and rights
What each role may do. None hides the page, Read shows it, Write lets the role add and change; on the communication log, Comment allows comments, attachments and closing the entries that came from daily reports and meetings. The portal checks these rights on every request; a user sees the change the next time a page is opened. The Administrator always has every right. Built-in roles can be renamed and changed but not deleted; a new role starts as a copy of another.
Recent changes to roles
Portal use, last 30 days
How often each page is opened, which filters are used and how many errors people see, counted per day and per role. No names, no e-mail addresses, no project numbers and nothing typed are kept, and the counts stay on the portal (no outside service). The Service portal counts its own pages the same way.