Project admin

Use project admin to rename a project, manage who can access it, customize stage names, or delete it.

Open project admin

1. Open your project from Projects.
2. In the project sidebar, select Project Admin.

Note: Only people with the admin project role can edit these settings.

Rename a project

1. Next to the project name, select Rename.
2. Enter the new name and save.

Review project details

The overview section shows:

• Date created
• Created by
• Project status, for example preparing
• Contract value
• Last edited

Manage team members

The team members table lists each person’s email and project role. To add people, remove people, or change roles:

1. Select Manage members.
2. Make your changes in the window that opens.
   1. Type in the email address of the member you want to add, then click the Add button.
   2. Click Confirm.

Project roles are admin, contributor, reviewer, and viewer.

Rename project stages

Stage names appear in the project navigation and are visible to all members.

1. Under Project progress, find the stage you want to change.
2. Enter a name in New Name (maximum 20 characters).
3. Select Edit.

The default stages are pre-proposal, prepare & plan, and write. For example, you could rename them pre-qualification, storyboarding, and drafting.

Delete a project permanently

Warning: This permanently deletes the project and all its associated data. You cannot undo it.

1. Scroll to Advanced Settings.
2. Under Permanent Deletion, select Delete project permanently.