Table of contents
Administration
Projects
Create Project
Click on the "+" button and then select "+Project" to create a new project. In the dialog window that opens, you can specify a template and a project name. Click "Save" to create the project.
Create Sub-Project
When creating a project, you have the option of subordinating the new project to an existing project via the "Sub-project of" dropdown menu. In this way, a link is established between the new project and the parent project.
Edit Projects
In the project list, you can access the project configuration by selecting the desired project. Here, you can subsequently adjust various project parameters, such as the project name or its assignment as a subproject of another project. Additionally, you can archive, copy, delete, or add a subproject to the project.
Updated on 29.09.25
User/Admin Settings and Assignments
User Creation
In the "Administration" module under the "Users and Permissions" section, new users can be created. To do this, click on "+User" and fill in the following fields: First Name, Last Name, and Email Address. The respective person will then automatically receive an invitation via email to participate.
Groups
In the third section "Groups", you can create a new group by clicking on "+Group".
By clicking on the group name, the name, the associated members, the projects, and the global roles of the group can then be edited.
Management of Roles
In the "Roles and Permissions" module, you can edit existing roles or create new roles. To edit an existing role, click on the respective role name. To delete a role, use the button on the right side. To add a new role, click on the "+" symbol. Enter the name of the role and select the corresponding permissions (capabilities).
User or Account Lock
In the "Authentication" section, you can adjust the login parameters, the language settings, the password, and the rules for automatic user locking.
Updated on 29.09.25