Configure a Project

Configure a Project, including its name, to which Project Category it belongs, and its members.

Configure a Project

Permission Required

Your user account or group membership must have the "Projects: View Projects" permission to configure Projects unless your user account has the Make this user a Super Admin setting selected.

This permission is enabled by default for all user accounts. Note that you can only configure Projects in which you are a member or which you created. If you cannot configure your Projects, see the Projects permissions or ask your Administrator for assistance.

Follow these steps to configure a Project:

  1. View your Projects. The Projects page displays.

  2. Edit any of the following settings as necessary:

    • In the Name setting, enter the unique name for the Project. Project names must be unique in your organization, and can only use apostrophe characters (') and spaces. This is a required setting.

    • From the Members drop-down menu, select which user(s) or groups to invite to this Project. When inviting a group, all members of that group are invited to that Project.

  3. Click Update.

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