Creating or Updating a Project

Steps to follow:

1. Hover over the left slide out panel and click the Project icon to open the Project list.
   
   
   
2. Create or Update a Project 

To Create: Click the "Create Project" button on the top right of the screen.

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. 
 

5.    Stage 2: Assign Organisations 

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. 
 

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. 
 

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). 

7.   Stage 4: Enable Modules 

Select which modules to make visible on the project. Unselected modules won’t appear to users. 
 

8.   Stage 5: Assign Forms 

Choose process forms for the project from the Assignable Forms column. Some forms may auto-assign as per environment setup. 

Tip: Hold Ctrl to select multiple forms. This also applies to files/dashboards and pages 
 

9.   Stage 6: Configure File Fields 

Specify required Assigned File fields for file uploads to ensure easy searching and filtering. 
 

10.   Stage 7: Assign Dashboards 

Select relevant dashboards from the Assignable Dashboards for the project. Note that some may only be configured as global or group dashboards. 
 

11.   Stage 8: Add Custom Pages 

Assign custom pages like timelapse videos, calendars, or embedded third-party pages.  

12.   Save and Exit

Ensure all changes are saved before exiting the wizard. 

 

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. In addition, if your environment is setup to only allow specified organisations to be selectable on a given project, the tag is the mechanism 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.