Projects Tab
The Experlogix Documents Organization Projects Tab displays all projects within an organization. Users with sufficient permissions can also create additional projects via the Organization Projects Tab.
Organization projects tab functions:
|
Field |
Description |
|---|---|
|
Name |
Displays the name of the project. This is a required field. |
|
Description |
Displays the user-defined description for the project. |
|
Actions menu (…) |
Displays the following additional options for the project:
|
|
+ Create button |
Opens Create Project window. |
Procedures
Create Project
-
Click the + Create button.
The Create project window displays.
-
In the Name field, input the name of your new project.
-
(Optional) In the Description field, enter an informative description for the project.
The Creating project window displays while the system creates your project.
Your new project displays in the Projects List view.
You have successfully created your new project and can begin configuring it.
Invite Owners
Organization administrators and users with the appropriate permissions can invite new owners to a project directly from the Organization Projects list. This streamlines the process of granting administrative access to a specific project.
To invite project owners:
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Navigate to the Projects tab within your organization.
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Locate the project you want to invite owners to and open the actions menu (...) next to the project name.
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Select Invite owners. The invitation modal will appear.
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In the User(s) email list field, enter the email addresses of the users you wish to invite.
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The Group field is automatically set to Owners and the Project field displays the selected project.
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Select the preferred Language (English or French) for the invitation email from the dropdown list.
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Select Send invite(s) to dispatch the invitations.