How to Manage a Project

Steps and illustrations on managing a Reveal project.


Video Tutorial

HubSpot Video

A Project is the Reveal case database and its related files and resources. Here are some steps to managing a project after it has been created.

  1. Log in to Reveal as an Administrator.
  2. Click Admin for any Project in the Project Hub.
  3. In the Project Admin screen, click the Flyout Menu button in the upper left-hand corner.
  4. Select Company Admin.
  5. Company Admin will open to the Projects screen, listing current projects.93 - 01 - Manage Project in Company Admin
  6. To view and manage a project click on the Project Name in the Projects table. The project details screen shows:

    1. the case name at the top with the Case ID and Company in the header;

    2. all Users assigned to the case with the assigned Team and Role of each;

    3. Archives made, along with a control to Create archive; and

    4. Summary case statistics in the shaded pane to the right.

  7. In this screen the administrator may: 
    1. select a User or Users for deletion from the project.

    2. create a new archive (see Creating Project Archives for more information).

    3. select an archive for deletion.

    4. click Edit in the upper right corner above the Statistics table to amend security settings, add Users or change their group assignments. See Working with Users for more information.

 

Last Updated 10/24/2022