Creating a Project

Make a new project when you want to keep one set of things separate from another - for example, your live website on one side and your test environment on the other - without going through the trouble of opening a whole new organization.

• You need to be the owner or an admin of the organization. If your role is billing, technical, or read-only, you won't see the option to create a project - ask your org owner.
• Each organization can have up to 3 projects. If you're at the limit, contact support and we'll raise it for you.
• Have a name in mind. Short and recognizable is best - something like Production, Staging, or a customer's name.

There are two ways in. Either works - use whichever you happen to be near.

1. Look at the left sidebar. Find the Projects heading.

2. Click the + button. The New project dialog opens.

1. Open your organization's Settings page.

2. Click the Projects tab along the top.

3. Click the New project button in the top-right corner of the page.

Either way, the same New project dialog opens.

1. In the Name field at the top, type a short name for the project.

   1. Keep it simple. Production, Staging, Internal tools, or a customer's name all work well.
   2. You can rename it later if you change your mind.
2. (Optional) In the Description field, type a sentence of context. It shows up next to the project name in lists, so future-you knows what it's for.

If you want teammates to be able to work in this project, add them now. You can also do this later.

1. Scroll to the People section of the dialog.

2. Click in the search box and start typing a name or email address.

3. Click the person you want to add from the suggestion list.

4. Next to their name, pick their role from the dropdown:

• Technical: they can create, change, and delete resources in this project.

• Read Only: they can look at the project but can't change anything.

5. Repeat for each person you want to add.

• Anyone who is the org owner, an admin, or has the billing role is shown as Always has access. You can't remove them at the project level - they're on every project automatically.
• You can also type a full email address that isn't on your team yet. The dialog will offer to send them an Invite - when you save the project, an email invitation goes out.

1. When you're happy with the name and people, click Create project at the bottom of the dialog.

2. The dialog closes. Your new project appears in the sidebar under Projects. If you invited anyone new, their invitation emails go out now.

• Your new project is empty until you put something in it. Click the project's name in the sidebar to switch into it, then use Order new to add a resource.
• Creating a project does not make it your active project automatically. You stay where you were until you click the new one.
• You can rename, add or remove people, or delete it later.