As an account Administrator, you can create, edit and delete Projects; and you can create and edit Project Groups.
If you need to create a project or project group and you are not an Administrator on your account, you will need to request your account Administrator undertake this for you.
To create or edit a Project Group:
* You must be an account Administrator to do this:
To edit a Project Group navigate to your Project drop down menu in the top left of your Simply Stakeholders account. Then hover over the Project Group you wish to edit and click on the Pen icon to edit the name:
If you need to Delete a Project Group you will need to move all projects out of the group. Once the Project Group is empty, you will be able to delete the Project. Hover over the Project Group and click on the Trash Can icon:
You will then get a warning pop-up window to confirm your action "Are you sure you want to delete this project group? Only empty project groups can be deleted." Click Yes to delete the Project Group:
Once you delete the Project Group you will get a confirmation message "The project group has been deleted successfully."
If you would like to add a new Project Group, navigate to your Project drop down menu and scroll to the bottom of the list. You will see a menu item + Create Project Group you will then be able to create a new Project Group:
You will then need to name your Project Group and then click the Create button:
To move Projects into or out of your Project Group, navigate to your Project Group and then hover over the project you wish to move in/out and click the pen icon to edit:
Then select the Project Group you wish to move your Project to from the drop-down menu above:
To create or edit a Project:
* You must be an account Administrator to do this:
To edit a Project navigate to your Project drop down menu in the top left of your Simply Stakeholders account. Then select the Project Group, navigate to the Project you wish to edit, hover over your Project and click on the Pen icon to edit the name:
You will then be able to edit the name or change the location of your project to another Project Group:
If you need to Delete a Project you will need to move all records out of the Project and make sure there are no linked Stakeholder via shared Contact Groups. Once the Project is empty, you will be able to delete the Project.
Navigate to the Project you wish to delete, hover over your Project and click on the Trash can icon to delete the Project:
You will then get a pop-up warning window, click on Yes to go ahead and delete your project:
If you would like to add a new Project, navigate to your Project drop down menu and select the Project Group you wish to add your new Project to. Scroll to the bottom of the Project Group list. You will see a menu item + Create Project you will then be able to create a new Project:
If you have any further questions, please get in touch with your Customer Success Account Executive or contact us on [email protected].