Manage project settings and team
View and manage your projects, adjust key settings, and configure the project team from a central settings area.
This guide is designed for project manager.
Steps
Step 1: Open the Project Settings panel
From within your project workspace, open the Project Settings panel to see an overview of project information, licences, and team configuration options.
Step 2: Switch between active and archived projects
Use the Active/Archived view controls to filter the project list, so you can focus on current work or review archived projects as needed.
Step 3: Add a new project
Select the option to create a new project, then review the guided setup or framework options presented in the modal to configure defaults and structure before saving.
Step 4: Update project details
Choose a project from the list and use the available controls to adjust key settings such as name, dates, and other configuration fields; your changes are saved and reflected immediately.
Step 5: Manage project licences
Review the available licences and select or change the licence assigned to the project to ensure it remains compliant and correctly configured.
Step 6: Manage the project team
Open the team management view to add or remove team members, adjust roles, and confirm that everyone who needs access to the project is correctly assigned.
Step 7: Archive a project
Use the archive option on a selected project to move it from the active list to the archived view, helping keep your active project list organised.
Step 8: Navigate to other project areas
Use the tabs and navigation controls within Project Settings to move to related sections of the project, such as reporting, templates, or other configuration pages.
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Last updated: 2026-01-19