Project Administrator

Administrator Rights

Project Administrators can only make changes to Projects when they possess Administrator rights. However, an Administrator of a Project is not authorized to edit Project details or delete the Project.

Projects Overview

When a Project Administrator first opens the admin system, a list of all projects for which they are an administrator is displayed.

Project Admin View Features

Details

There six sections within this tab to offer a high level understanding of the project including an overview, metrics and graphs showing login activity. To edit these details select the Edit button in the top right menu.

Project Users

Users added to a project are listed here along with the user groups assigned to each user to define permissions.

User Groups

User groups added to a project are listed here, and the permissions defined per user group are included. Creating user groups before adding or editing users makes managing users much easier.

New user in project

The project admin can add new users to their project by selecting New user in project and filling out the details. They can also add a new user based on the project profile of another existing user on the project by selecting the equal sign at the end of the row of a current user on the project, this will match the user settings from the existing user. Jump to Add New Users to learn more.

Import/Update Users

Where there is a long list of users or a need to update several users, the project admin can select Import/Update Users and leverage a CSV/Excel file. We provide a template they can download that includes the existing users on the project. Jump to Import/Update Users to learn more

New user group

User groups are a great way to define permissions. The project admin can select New user group to configure a new one to be used on user profiles to better manage several users with the same permissions. To learn more about this feature go to User Groups.

Database

As a project admin, there are times when a backup of a project is needed for archival purposes. The project admin can select Database to access these backups. They can also run task on the database including compressing the database to reclaim space if several rooms, items, or occurrences have been deleted. They can also purge all documents on a project from the database.

User log

The project admin can access User log data to know who and when users on the project have accessed the project.

Run Task

There are several tasks a project admin can run from the project admin site, including:

1. Update roles

2. Set all user rights to read access

3. Remove All Users

4. Purge deleted items

5. Enable all project users

6. Disable all project users

7. Clear all logs

To learn more about these tasks go to Project Run Task

Copy Data

The project admin can copy data between projects if they are also an admin on another project. Select Copy Data to start the process of either copy project-specific data to another project or database-specific data to another database. To learn more about this feature, go to Copy Data.

Copy to same db

The project admin can copy a project in the same database to build a multi-project single database. Select Copy to same db to start this process. To learn more about this feature, go to Copy to same database.

Copy to new db

The project admin can copy a project to create a new database. This is often used when an admin wants to start from a multi-project single database and extract one of the projects from it to create a new project with its own independent database. To learn more about this feature, go to Copy to new database.

Audit log

Any changes to the project done by project administrators are logged in the Audit log.

Audit log

Any changes to project details show in the Audit log.

User audit log

Any changes to user permissions show in the User audit log.