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Right-click Options on a Project

This article helps you understand the right-click options on a project in the 'Projects' tab.

  1. View Project Information - To apply the selected project to the project filter and view its dashboard.
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  2. Edit Project Information - Edit the configuration of the selected project.
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  3. Save Workspace As Template - To save the structure of the selected project as a new project template.
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  4. Mark As Favourite / Remove As Favourite - Mark the selected project as a favourite or remove it from the favourite project list.
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  5. Roles & Users
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    1. User Roles and Access - To define user roles and access in the selected project.
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    2. Role Privileges - To assign privileges based on roles created in the selected project.
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    3. App Permissions - To assign form permissions based on roles created in the selected project.
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    4. Add User - To add users to the selected project.
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  6. Apps
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    1. Add App - To create a new form template in the selected project using Asite AppBuilder.
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    2. App Templates - To add standard (ready-to-use) templates to the selected project.
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    3. Edit App Settings - To modify the configuration of existing form types on the selected project and make them active or inactive as required.
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  7. Settings
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    1. Configurable Attributes - To manage configurable attributes on the selected project.
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    2. App Statuses - To manage form statuses on the selected project.
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    3. File Statuses - To manage file statuses on the selected project.
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    4. Purpose of Issues - To manage the purposes of issuing files on the selected project.
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    5. Distribution Groups - To manage distribution groups on the selected project.
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    6. Project Mailbox - To manage mailboxes on the selected project.
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  8. Access History - To view the access history of the selected project.
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  9. Working Calendar - To view the working calendar of the selected project.
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