2.2: Setting up a Project

2.2: Setting up a Project

Alert
Workspaces & Projects can be viewed in both the PC and Web applications, but editing workspaces or creating new projects must be done through the Web application.

Step 1: Create a New Project

Projects are containers for your Digital Twins, Interactive Flows, and media. Each workspace can hold multiple projects, allowing users to be assigned to different spaces.
  1. Go to the Workspace Dashboard on the Web application.
  2. Click Create New Project.
  3. Select the new project, and navigate to Settings.
  4. Name your project, and add a cover photo.
Visual Guide
Create a new project

Select the newly created project

Navigate to Settings and configure


Step 2: Organize your Project

Each project can hold multiple Digital Twins, Interactive Flows and media assets. To keep things organized, you can create named folders to structure your content.
  1. Go to Knowledge Base → Create New Item.
  2. Select Folder.
  3. Name the folder and click create.
Visual Guide
Create a folder from the Create New Item menu

 

Step 3: Add Users to the Workspace

Users must be invited to join the workspace before they can access projects within it, and will only be able to see projects that they have been assigned to.

Alert
Adding new members and assigning roles must be done by a workspace administrator.

  1. Click your user avatar in the top-right corner of the web app.
  2. Select Workspace Management.
  3. Go to the Members tab.
  4. Click Add Member at the top of the page.
  5. Enter the email address and assign the appropriate workspace role. For details on roles, see User Roles.
  6. Assign the user to the relevant Projects within the workspace.
  7. Click Send Invite.
The new member will receive an email invitation. They will appear as Pending until they create an account, after which they gain access to the assigned projects.
If necessary, user roles can be edited in the Members tab by selecting their current role and reassigning based on the drop-down fields.
Visual Guide
Select Workspace Management


On the Members tab, click Add Member

Fill in new member details, and click Send Invite

 

Step 4: Invite Collaborators to the Project

Once users are part of the workspace, you can invite them to collaborate on specific projects. Inviting collaborators to a project can be done by any project user.
  1. Open the intended project.
  2. Click the Collaborators tab.
  3. Enter the email address of the user.
  4. Click Add Collaborators.
Notes
Important Notes:
  1. Only users who have been invited to the workspace can be added as project collaborators.
  2. The workspace role assigned to a user applies within the project.
Visual Guide
In the intended project, click on the collaborators tab

Add the user's email address

 
For a more detailed look at Workspace Management, more information is available at Organization & Insights Knowledge Base

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