Steps to follow:
- Hover over the left slide out panel and click the Project icon to open the Project list.
- Create or Update a Project
To Update: Hover the mouse over the top right hand side of the project and use the three-dot menu and select "Update” .
3. Project Information
Both options open the Project Information screen, where you manage project details, assign modules, users, forms, and dashboards.
Tip: Use the "Copy From" button to replicate settings from an existing project.
4. Stage 1: Project Details
Populate required information and click "Save and Continue" to create the project.
Add organisations to the project and click Assign before navigating to the next page. This provides all users within that organisation access to the project. (Suggestion: Use the "Copy From" button to replicate settings from an existing project.)
Key Terms:
- Permission Groups: Pre-defined permissions based on roles or responsibilities.
- Organisation to Assign: These indicate an organisation's role on the project or allow selection of specific organisations when within that project.
6. Stage 3: Assign Users
Add users to the project and assign permissions, which are applied in addition to inherited organisation permissions. (Suggestion: Use the "Copy From" button to replicate settings from an existing project.)
Tip: Click the permissions icon to review what each permission group provides (e.g., create, view, update, or delete access to dashboards, forms, or files).
Select which modules to make visible on the project. Unselected modules won’t appear to users. (Suggestion: Use the "Copy From" button to replicate settings from an existing project.)
Choose process forms for the project from the Assignable Forms column. Some forms may auto-assign as per environment setup. (Suggestion: Use the "Copy From" button to replicate settings from an existing project.)
Tip: Hold Ctrl to select multiple forms. This also applies to files, dashboards and pages
Specify required Assigned File fields for file uploads to ensure easy searching and filtering. (Suggestion: Use the "Copy From" button to replicate settings from an existing project.)
Select relevant dashboards from the Assignable Dashboards for the project. Note that some may only be configured as global or group dashboards. (Suggestion: Use the "Copy From" button to replicate settings from an existing project.)
Assign custom pages like timelapse videos, calendars, or embedded third-party pages. (Suggestion: Use the "Copy From" button to replicate settings from an existing project.)
12. Save and Exit
Ensure all changes are saved before exiting the screen.
FAQs
Q What are permission groups?
This is a group of permissions which have been setup to align to your business requirements. Typically, these are aligned to roles or responsibilities within your company.
Q. What are organisation tags?
These tags do not apply any permissions. Instead, they sit alongside the organisation name, to provide context of their role/responsibility on a given project. If your environment is setup to only allow certain organisations to be selected, then the tag can be used to assign that organisation to the required project.
Q. What are permission groups?
This is a group of permissions which have been setup to align to your business requirements. Typically, these are aligned to roles or responsibilities within your company.
