Project Setup

Start here to configure your organization, users, permissions, and templates before creating projects.

Overview

Proper setup ensures secure access, consistent workflows, and smooth execution. Complete the following steps in order.

Configure organization details, branding, and defaults.

Invite users and assign roles according to responsibilities.

Harden access using RBAC and organization scoping.

Define the stages and workflow for your project types.

Create forms for stage-specific data collection.

Configure image and document upload practices.

You're ready to create your first project.

Last updated on November 17, 2025