Creating and managing a project
A project is an exclusive space for you to store all data and details related to your research project.
Creating a project
- Click Projects in the left pane and click + New Project.
- In the New Project dialog that opens, enter the project name and description of the project and click Create.
Managing projects
Project roles and privileges
Role | Privileges | ||||||
Member Management | Notes | Tags | Segment Tags | Observations | Insights | Reports | |
Admin | Add, remove, and change roles | Create and edit notes | Create, edit, and manage tags | Create, edit, and manage segment tags | Create and delete observations | Create, edit, share, and publish Insights | Create, edit, share, and publish Reports |
Organizer | Not applicable | Create, and edit notes | Create, edit, and manage tags | Create, edit, and manage segment tags | Create and delete observations | Create, edit, and share insights | Create, edit, and share reports |
Editor | Not applicable | Create and edit notes | Create and edit tags | Create and edit segment tags | Create and delete observations | Create and edit insights | Create and edit reports |
Viewer | Not applicable | View Only | View Only | View Only | View Only | View Only | View Only |
Rename or delete a project
- Click Projects in the left pane and hover over your desired project.
- Click More and click Rename from the list of options displayed.
- Enter the appropriate name for your project and click the green tick icon.
- To delete a project, click More and click Move to trash.
Note: Only an Admin can delete a project.