Managing Company Projects

 

Available only to Company Administrators

Company Administrators can get view-only access to all projects created by their employees as well as update specific properties of the project

The Project Stats page lists all projects owned by your company. To access the Project Stats page click Company Settings in the navigation bar and then click the Project Stats tab.

Managing Company Projects

From the project stats page, you can update the Project TypeProject Lead, and any Organizations you have configured via their respective drop-down menus.

To set these properties in bulk, check the box next to the projects you wish to update, click the Edit selected projects button, select the values you wish to update, and then click the Saved Changes button.

Note: Setting a user as the Project Lead will add them to the project as the Administrator role and also send them an email notifying them they're now the lead.

Accessing Company Owned Projects

From the Project Stats Page

To access the Project Stats page, click Company Settings in the navigation bar and then click the Project Stats tab. Clicking the name of a project will take you to that project in view-only mode if you are not already on the project.

From the Employees Details Page

The Employee Details page lists projects to which the user has access. Clicking the name of a project will take you to that project in view-only mode. To access the Employees Details page, click Company Settings in the navigation bar, and then click the user's name on the Employees tab.

Tip: When accessing a project in view-only mode, a banner will be displayed at the top of the screen.

Adding Yourself as an Administrator of a Project

When viewing a project in view-only mode, you can make changes to the project by adding yourself as a Project Administrator by clicking the Add yourself as Project Administrator button on the view-only mode banner.