Managing Projects

Updated on May 10, 2024

The first step in getting started with Allganize is setting up your project. A “project” provides you and your team a workspace for all the data, configuration, and services for a specific project. For most small organizations, you’ll only have one project, but large organizations can have multiple projects. You can also create or get access to several projects.

Log into Your Account and Project #

When you log into your account, you should see all the projects you have access to. Simply click on a project card to enter the project you want to manage.

Create a New Project #

Please contact your account manager for assistance in creating a new project.

View Your Project List #

  1. To see all the projects your have access to, click your profile photo in the bottom left corner of the navigation
  2. Click “See all projects”
  3. On the next page, you’ll see all the projects you have access to

Managing a project can become a lot for one person. After creating your project, you can invite people by following the steps in this user guide.