Create a Project

Learn how to create new Projects, grant user access and specify Project settings

1. Create a New Project
2. Manage User Access
3. Manage Notifications & Settings

 

Create a New Project

1. At the top navigation, click Projects.
2. From the main Projects screen, click the plus (+) icon to launch the New Project window.

3. Fill in necessary Project Information fields. Project Name is required.

4. Add users from the User Access tab and set notifications from the Notifications & Settings tab. This can also be done after the project has been created.

5. Click Create Project.

Manage User Access

1. From the New Project window, click the User Access tab.
2. Assign Project access and permission level to an active user by clicking the user’s name and selecting a permission level.

Manage Notifications & Settings

1. From the New Project window, click the Notifications & Settings tab.

2. Turn on the notifications that you want to receive for the project.