Projects

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 Tree-View and List-View for Projects 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 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 a project tag name, select a tag color, project name, description, optional security level, and PI name.
5. Click Create.

info

PI stands for Principal Investigator.

note

Newly created projects become available after you re-login.

Add New Members to a Project 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 add new members to.
4. Select Add new member(s).
5. In the pop-up, enter the new members names, their expiration date in project, 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. Double-click the project you wish to add new members to.
4. In the overlay window, click the Add users to the project button in the top right panel.
5. In the pop-up, enter the new members names, their expiration date in project, role, restrictions and membership renewal.
6. Click Save.

caution

Without the appropriate certifications, new project members cannot view tagged project 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 tag name, tag color, project name, description, security level and PI name.
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. Double-click the project you wish to edit.
4. In the overlay window, click the Edit project button in the top right panel.
5. In the pop-up, edit the tag name, tag color, project name, description, security level and PI name.
6. Click Update.

Assign a Project to a Sub-Admin 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 edit.
4. Select Assign to subadmin(s).
5. In the pop-up, enter the name of the user with sub-admin role to assign to 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 edit.
4. Select Create subproject.
5. In the pop-up, enter a subproject tag name, select a tag color, subproject name, description, optional security level and PI name.
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. Double-click the project you wish to create a subproject from.
4. In the overlay window, select the Subprojects section in the left panel.
5. Click the Create subproject button in the top right panel.
6. In the pop-up, enter a subproject tag name, select a tag color, subproject name, description, optional security level and PI name.
7. Click Create.

Make an Announcement in the 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 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 Yes 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

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Double-click the project you wish to view the subproject of.
4. In the overlay 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

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Double-click the project for which you want to view the members' certifications.
4. In the overlay 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

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Double-click the project in which you want to certify users.
4. In the overlay 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 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.