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Configure a Project

Once your project has been created, you can configure it, add project details, upload your logo, invite users and configure your integrations.

Configure your project

Click the CONFIGURE wheel next to the project you want to configure. You'll see the Configure project screen.

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Add project details

Click  EDIT in the Details field to display the Edit Project dialog. Here you can edit your project name, the start and end project dates and the project description. Although only the Project name is required, it is recommended to add a description describing the purpose of the project.

Upload your logo

Click  UPLOAD LOGO in the Logo field to display the New Project logo dialog. Browse for the required image and click OK when you're done.

This logo can be used to personalise export files.

Invite users

Once you have a new project set up you can start inviting users.

You can invite up to ten users at a time and assign permissions and roles. Read more about permissions and roles here.

  1. On the Home tab click the blue configure wheel next to the project name you want to invite users to. The project details page displays.
  1. Click + INVITE USERS. The Invite Users dialog displays.

  1. Enter up to 10 email addresses of the users you want to invite to the project in the Emails field.
  2. Select the required project permissions from the drop-down list.
  3. Select the required app permissions from the drop-down lists.
  4. Click OK.

If you are using roles, you will typically go for a reduced level of permission, and then increase it according to the permission required for a role.

To create a role:

  1. On the Home tab click the blue configure wheel next to the project name you want to invite users to. The project details page displays.
  2. Click + ADD ROLE. The Add New Project Role dialog displays.
  3. Give the role a name, and assign the appropriate project and app permissions for that role.
  4. Select the users or pending users who should be assigned to this role.
  5. Click OK.

Configure integrations

Click CONFIGURE in the Integrations field. Specify the required settings in the Integration dialog box. Click OK when you're done.

For more information on the integrations settings see the integrations section of the documentation.

Next Steps

Now that you have configured your project, you can:

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