Project folders
Use projects to group sources within a workspace and control access.
Projects let you organise sources within a workspace into named folders. You can assign members to each project, controlling which sources each person can access within that workspace.
Each source can only belong to a single project, and any source not assigned to a project will be in the Default project, which all workspace members have access to.
Projects live inside workspaces. To manage who can access a workspace at all, see Workspaces. Project-level access further refines access within a workspace.
Creating a Project
The Projects section is in the Account Settings area. Creating, editing, and deleting projects is available to Workspace Admins and account Owners.
Clicking on the Projects menu item will display the Project List.
Click on ‘Create Project’ to create a project with a simple name and description.
Editing a Project, and assigning members
Once a project is created you can select it from the Project List to view it’s details, members, and here there is the option to delete the project entirely.
From here you can select a user from your account to assign them to the project. Users can be in as many projects as you like. Only users who are already members of the workspace will appear in the list — see Workspaces to add users to a workspace first.
Permissions in Projects
What a user can do inside a project is determined by their workspace role in the workspace that contains the project.
Viewer / Guest: Can view sources and environments in the project. Cannot add, move, or remove sources.
Editor: Can view sources and environments. Cannot add, move, or remove sources.
Power User: Can create sources and assign them to projects they have access to, and move sources between projects. Cannot delete projects.
Admin: Full access — can create, update, and delete projects, and manage all sources within them.
Deleting a Project
If you decide to delete a project it will move any sources in that project to the Default project, which everyone in the workspace will have access to. If you would like to delete a project without this happening you must first move the sources to another project, or delete them.
Moving Between Projects
Once you have created projects and assigned users to them they will be selectable from a dropdown at the top of the page, next to the Workspace selector.
From here the user can select which project to view, which will change what is displayed in the Environments, Sources, and Reports sections.
If a user is removed from a project the list won’t be updated until they refresh the page, but they won’t be able to view any data from the project if selected.
If a user is added to a project they will need to refresh the page to be able to select it.
Projects are remembered between sessions - each time you log in you will be taken to the project you last selected.
Adding Sources to Projects
When creating a source for the first time you can select a project to assign it to.
The currently selected project is always selected by default.
If you have already created a source in the Default project and would like to move it to another project just head to the Sources section and click the ‘...’ options icon next to the source you would like to move.
Select ‘Change Project’
And select the project you would like to move the source to. Workspace Admins will see all projects in the workspace. Workspace Power Users will see only the projects they are a member of.
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