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Administrator Rights
Project Administrators can make changes to Projects only when they have access to the Administration System. 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.
Selecting a project opens the project admin view, with tabs for different sections.
Project Admin View Features
Details
There are six sections in this tab that provide a high-level overview 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. Invited Users are in a separate tab and will only appear here after they have accepted the request to join. (See Invitation to Create or Join)
User Groups
User groups added to a project are listed here, along with the permissions defined for each user group. 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.
Run Task
There are several tasks a project admin can run from the project admin site, including:
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Update roles
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Set all user rights to read access
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Remove All Users
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Purge deleted items
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Enable all project users
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Disable all project users
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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.
Activity log
Any changes to the project made by project administrators are logged in the Audit log.
Audit log
Any changes to project details show in the Audit log. There are two types of Audit logs: Permissions and Project.
Permissions
When user permissions are changed, they are shown here. Several changes, when done at once, are grouped together. Select more next to the change to see all of the changes.
Project
When project details change, they appear here. Several changes, when done at once, are grouped together. Select more next to the change to see all the changes.
