Admin

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Manage Projects

Project Settings

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Using the project settings menu, you may change you project's time zone, date format, currency used, or delete the project.

 

Add New Project

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To add a new project under your organization, click the "New Project" button in the upper righthand corner of the screen.

Manage Users

Add a User

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To add a new user, click the "New User" button in the upper righthand corner of the screen. Enter the user's email address, and then check off which projects they will be added to and what their role will be for each project.

 

Change a User's Role or Delete User

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To change a user's role, click the dropdown in the "Project Role" column and select the user's new role. To delete a user, click the garbage can at the end of the row and then confirm.

 

Manage Roles

Create a New Role

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To create a new role, click the "New Role" button in the upper righthand corner of the screen. Next, choose a name for the new role and define the permissions that the new role will have. Once created, the role will be available in Manage Users.

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