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Manage projects

This page is a partial guide. See What's not in this guide.

Create and maintain projects that group people, stores, and templates.

Who can do this​

Administrators who can open Admin → Projects.

Steps — Web​

  1. Select Admin → Projects.
  2. Select Create New Project and complete the setup.
  3. Open a project to configure users, stores, templates, and related settings using the project admin screens.
  4. Users open day-to-day work from My Projects.

What happens next​

Assigned users can select the project under My Projects and use Tasks, Reports, and other project areas they are allowed to access.

What's not in this guide​

The web guide says to complete the setup and use the project admin screens. It does not list every project setting or assignment screen. This page does not invent those admin steps.