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Creating a Project

Last Updated: Apr 24, 2017 12:13PM MDT

Creating a Project

Create a new Project, grant user access and specify Project settings.

  1. Create a Project
  2. Use Existing Project as a Template
  3. User Access
  4. Notifications & Settings


Create a New Project:

  1. From the main Projects screen click the + icon to launch the New Project modal.
  2. Complete the Project Information fields. (Project Name is required.)
  3. Complete additional Project Information and/or Notifications & Settings (can also be completed after the project has been created)
  4. Click Create Project.


Use Existing Project as a Template:
Save setup time by repurposing an existing Project as a template:

  1. Select the Project to be replicated from the dropdown menu.
  2. Select the Copy All Folders & Files and Copy Microsite options.


Manage User Access:

  1. Click the User Access tab.
  2. To add a new user, click the + Add New User button.
  3. Enter the required user information.
  4. Click Save User.
  5. Select the appropriate user Permission Level.

Note: The newly added user will be appear on the left side of the screen.


Manage Notifications & Settings:

  1. Click the Notifications & Settings tab.
  2. Turn on the Notifications that you would like to receive for the project.
  3. Continue with Project Information and/or User Access before creating the project.
  4. Click Create Project.

Note: Adding a Project Quota will set a max storage limit that can be uploaded or stored within a project.

Delete Media After: function will automatically delete media in a project after the specified period of time after the file(s) have been uploaded.

Example: Setting Delete Media After: 3 Weeks would delete any media uploaded three weeks after the media was uploaded.

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