Projects

Prerequisites

• Access Level: User, Sub-admin, Admin.
• Permission Requirements:
• . Basic Project Interaction
  • View projects they are a member of
  • View other members in projects they are a member of
  • View own security requirement certifications
  • Classify resources with projects they are active in
• . Project Management
  • Create subprojects of projects they manage
  • Edit metadata for projects they manage
  • Delete projects they manage
  • Add users to projects they manage
  • Edit memberships in projects they manage
  • Remove users from projects they manage
  • Certify users for security requirements
• . Project Administration
  • View all projects in the system
  • Create root-level projects
  • Arbitrarily edit any project
  • Arbitrarily delete any project
  • View memberships for every project in the system
  • Arbitrarily add users to any project

Access Projects in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. View all projects you are a member of.

View Project Details in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to view.
4. Select Open overlay.

Switch Between Projects' Tree-View and List-View from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Tree view button in the top right panel.
4. View the projects in tree-view.
5. Click the Tree view button in the top right panel.
6. View the projects in list-view.

Create a New Project from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Create top-level project button in the top right panel.
4. In the pop-up, enter the project name, tag name, tag color, optional security level, PI, description, custom fields and expiration date.
5. Click Create.

info

• PI stands for Principal Investigator.
• Newly created projects become available after you re-login.

Add New Members to a Project from the Vault

bulk-action

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to add new members to.
4. Select Manage member(s).
5. In the pop-up, enter the new members' name(s), optional membership(s) expiration, role, restrictions and membership renewal.
6. Click Save.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to add new members to.
4. In the new window, select the Members section in the top left panel.
5. Click the Add users to the project button in the top right panel.
6. In the pop-up, enter the new members' name(s), optional membership(s) expiration, role, restrictions and membership renewal.
7. Click Save.

caution

New project members must have the appropriate certifications to view project-tagged resources.

Edit Project Details from the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to edit.
4. Select Edit.
5. In the pop-up, edit the project & tag name, tag color, optional security level, PI, description, custom fields and expiration date.
6. Click Update.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to edit.
4. In the new window, click the Edit project button in the top left panel.
5. In the pop-up, edit the project & tag name, tag color, optional security level, PI, description, custom fields and expiration date.
6. Click Update.

Edit Project Members' Details from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project whoose members you wish to edit.
4. In the new window, select the Members section in the left panel.
5. Select the member(s) you wish to edit.
6. Click the Open Full Menu button in the top right panel.
7. Select Edit.
8. In the pop-up, edit the user's membership expiration, role in the project and restrictions.
9. Click Save.

info

When bulk editing project members' details in the pop-up, untick the following boxes to apply changes.

• . Keep expiration unchanged.
• . Keep role unchanged.
• . Keep restrictions unchanged.

Assign a Project to Sub-Admin(s) from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to assign to a subadmin.
4. Select Assign to subadmin(s).
5. In the pop-up, enter the subadmin name(s) you want to assign the project to.
6. Click Assign.

Create a Sub-Project in the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to create a subproject from.
4. Select Create subproject.
5. In the pop-up, enter the subproject name, tag name, tag color, optional security level, PI, description, custom fields and expiration date.
6. Click Create.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to create a subproject from.
4. In the new window, select the Subprojects section in the left panel.
5. Click the Create new subproject button in the top right panel.
6. In the pop-up, enter the subproject name, tag name, tag color, optional security level, PI, description, custom fields and expiration date.
7. Click Create.

Make an Announcement in the Project from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project where you wish to make an announcement.
4. Select Make an annonuncement.
5. In the pop-up, enter the message for the members of the project.
6. Click Send.

Delete a Project from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to delete.
4. Select Delete.
5. In the pop-up, click Delete project to confirm.

caution

Projects with active members or subprojects cannot be deleted. You must first remove all members and subprojects.

View Sub-Projects of a Project in the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to view the subproject(s) of.
4. In the new window, select the Subprojects section in the left panel.
5. View all the subprojects you have access to in the right panel.

View Project Members' Certifications from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project for which you want to view the members' certifications.
4. In the new window, select the Member Certifications section in the left panel.
5. View all member certifications accessible to you in the right panel.

Certify a User for a Project from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project in which you want to certify users.
4. In the new window, select the Member Certifications section in the left panel.
5. Click the Certify user(s) for a security requirement button in the top right panel.
6. In the pop-up, select the requirement, the user(s) to be certified, their expiration date, and the certification attempt renewal.
7. Click Certify.

note

• Ensure that your project infrastructure includes security levels and requirements before certifying users for a project or subproject.
• Tick the Never expires box to make project members' certificates active indefinitely.