Customize your projects to meet your preferences and data requirements

Access Project Settings

Click Gear icon in App browser on the left hand panel.

Project settings opens in the Left Panel - Working Data.

Edit Project Settings

Project settings are where you can change the information and preferences of the current project.

You can do things like:

• Change the name or add a description
• Edit The Project Boundary
• Select who sees this project in Templates
• Share the project with Teams or Members
• Edit values in ‣ and add documents
• Change the project units between feet and meters
• Input custom currency symbols or acronyms

…and more!

Rename a Project or add a Description

Double click the project name to edit.

Click into the description box to add text.

Share a project

Click the shared with icons, under the map/preview image.

The sharing menu will appear.

1. To share with an individual:

Type the user’s email into the email text box.

Select their access level

• View - can view data but cannot edit anything
• Edit - can edit, but cannot delete the project
• Administer - full control

2. To share with a team:

Select a team from your workspace from the dropdown.

The entire team will now have access.

3. To share with a workspace:

Select a workspace from the dropdown

All users in that workspace will have access to the layer

<aside> 💡 Learn about workspaces and teams in Workspace

</aside>

<aside> 🚨 Note: Workspace Admins always have access to all projects in a workspace.

</aside>

4. Invite Button

Click the Invite button to finalize your selections.

Use Project as a template

Once your template project exists, you can save it to the template library.

Click “Use project as template”

Select who the template should be available to.

<aside> 💡 Learn more about working with Templates

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