There are two separate onboarding checklists: one for administrators and one for standard users. Administrators work at the organizational level, while standard users work at the individual user level.
This training assumes the learner is an administrator, regardless of their company role. Every person who will be configuring the app should complete the administrator track.
Administrators should complete their training before inviting standard users into the live Zoho Projects environment. Adding users too early can lead to a poorly configured system.
Standard users access their training directly through their checklist. For applicable apps like Zoho CRM, the standard user training can also be added as a web tab for easier access