The Project Settings area controls site-specific configuration across modules. This includes permissions, field visibility, branding, workflows, and enrollment rules. Access requires Project Admin or Company Admin roles.
All changes apply only to the selected project unless explicitly marked as system-wide.
Access Project Settings
From any project:
- Go to Project Settings via the left-hand menu
- Navigate by tab or drop-down:
- Users
- Logo
- Distribution Groups
- Location Hierarchies
- etc.
Not all tabs are visible to all roles. Some settings are Region and Project Admin only.
Notes
- Changes on one project do not affect other projects
- Only Admin users can adjust User Permissions or access to confidential data
- Company-wide templates (e.g. Orientation, Inspection Types, etc.) cannot be managed on project level.