Project template tools in Project Admin

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Project template tools in Project Admin - Exercise

Project administrators can use the template tools in the Project Admin product to further customize a project template. The Members tool allows admins to add individual members to a project template, while the Notifications tool allows admins to set the frequency and permissions for project notifications.

Members tool

The Members tool is used to add project members to a template. By adding members to the project template, you can establish a predefined list of team members who will automatically be included when a new project is created using that template. This ensures that key team members are consistently added to projects without the need for manual input each time, streamlining the project setup process. This approach helps maintain uniformity in team structure, improves efficiency, and reduces the potential for oversight when initiating new projects.

How to add members to a project template

  1. In the Project Admin product, select the Members tool.
  2. On the Project Members page, click Add project members.



  3. In the Add project members dialog box, fill out the following:
    • In the Enter or paste email addresses section, enter the members’ names or email addresses. You can add more than one member at a time.
    • In the Company section, select a company name or leave it as Assign from Account Admin. If the company is assigned from Account Admin, the individual members' assigned companies will be carried over from their account settings.
    • In the Role section, select a role that the members will fall under or leave it as Assign from Account Admin. If the role is assigned from Account Admin, the individual members' assigned roles will be carried over from their account settings.



    • In the Access level section, select either Project Member or Project Admin to set the members’ access level.



    • In the Product access section, check the checkboxes next to the products the members will need access to.



  4. When finished, click Add project members.

How to modify a project member

  1. On the Project Members page, select a member from the project members list.
  2. In the member’s flyout, you can edit the member’s Company, Role, Access level, and Product access as needed.

How to remove a project member

  1. On the Project Members page, select a member from the project member list.
  2. In the member’s flyout, click the ellipsis next to the member’s name and select Remove member.



  3. In the Remove project member? dialog box, click Remove project member.

Notifications tool

Administrators setting up project templates can modify or create different types of notifications using the Notifications tool. Email alerts enhance awareness and provide better visibility into the template workflow, allowing administrators to monitor the success of their configurations.

How to manage notifications for a project template

  1. In the Project Admin product, select the Notifications tool.
  2. On the Project notifications settings page, select Default notification settings to display the default notifications.



  3. Expand Action required notifications or Other notifications to see the available tools and their notification types.
  4. Expand the drop-down list in the Frequency column to change the frequency of each type of notification.



  5. Expand the drop-down list in the Member permissions column to change the permission level for the notification type.

Similarly to the Default notification settings group, you can select Opt out to edit or modify the Opt out notifications group.

How to create a new notifications group for a project template

Project templates allow you to create notification groups for members, companies, or roles within a project.

  1. On the Project notifications settings page, click Create notification group.
  2. In the Create notification group dialog box, enter a Title and add members, companies, or roles to the group.



  3. In the lower-left corner, you can check or uncheck the option to duplicate the Opt out notification settings.
  4. Click Create. The newly created notification group will be displayed in the list under Default notification settings. You can now edit the frequency of the notifications and member permissions for the group.

How to edit a notifications group for a project template

  1. On the Project notifications settings page, select the group you want to edit and click Edit group in the upper-right corner.
  2. In the Edit notification group dialog box, you can edit the Title and the Group members, companies, or roles.
  3. When finished, click Apply.

How to delete a notifications group for a project template

  1. On the Project notifications settings page, select the group you want to delete and click Delete group in the upper-right corner.
  2. In the Delete notification group? dialog box, click Delete.