--- title: Project description: This document explains how to create, configure, and manage projects in ABC User Feedback, and how to set team member roles and permissions. sidebar_position: 2 --- # Project In ABC User Feedback, a **project** is the most basic unit for collecting and analyzing feedback. This document covers features from project creation to team management and permission settings. --- ## Project Overview Projects have the following hierarchical structure: ``` Tenant └── Project (multiple allowed) ├── Channel (multiple allowed) ├── Members and Roles ├── Issue Tracker Integration ├── Webhook Integration ├── AI Features └── API Keys ``` Each project is a management unit that includes multiple channels, and can independently set and operate team members, roles, issue tracker integration, external system integration, etc. --- ## Creating a Project ### Access Permissions Only **Super users** can create projects. Regular users can participate by being invited as members to existing projects. > If you need Super user permissions, please contact your system administrator. ### Access Method There are two ways to create a new project: 1. **First login**: The project creation wizard automatically starts 2. **Additional projects**: Click the **Create Project** button at the top of the left sidebar ### Step 1: Project Basic Information ![create-project-1](/img/project/1.png) When creating a project, enter the following information: | Item | Description | Example | | --------------- | -------------------------------------------------------------- | ------------------------------------------------ | | **Name** | Project name (required) | `Mobile App`, `Customer Service`, `Beta Service` | | **Description** | Brief description (optional) | `iOS/Android app user feedback collection` | | **Time Zone** | Used as the time reference for feedback and reports (required) | `Asia/Seoul` | > The time zone affects **dashboard statistics**. **After completion**: After entering all information, click the **Next** button. ### Step 2: Add Team Members (Optional) ![create-project-2](/img/project/2.png) This step can be **skipped**. You can add members later from the project settings at any time. #### Adding Members 1. Click the **Register Member** button at the top right 2. Enter the following items: - **Email**: Select a user registered in the system - **Role**: Choose from Admin, Editor, or Viewer > If you want to use custom roles, click the **Role Management** button for additional settings. **After completion**: Check the member list and click **Next**. ### Step 3: Generate API Key (Optional) ![create-project-3](/img/project/3.png) API keys are used when collecting feedback from external systems. You can generate them later from the settings menu, so you can skip this step now. #### Key Generation Method 1. Click the **Create API Key** button at the top right 2. The key is automatically generated and displayed in the list 3. Copy the generated key and store it in a safe place ### Project Creation Complete ![create-project-4](/img/project/4.png) After completing all steps, a **summary screen** appears: - Project information: name, description, time zone - Member list - Generated API keys - Role settings status #### Next Steps - To immediately create a channel and start collecting feedback, click the **Create Channel** button - Or click the **Later** button to create it later --- ## Managing Project Settings ![project-setting.png](/img/project/project-setting.png) ### Access Method To change project settings: 1. Click **Settings** in the top menu 2. Select **Project Setting** from the left menu ### Editing Basic Information You can modify the following items at any time: | Item | Description | Notes | | --------------- | --------------------------------------------------- | ----------------------------------- | | **Name** | Project name | Name displayed to team members | | **Description** | Description (optional) | Purpose of the project | | **Time Zone** | Time reference for statistics and time-related data | Changes do not affect existing data | **Save method**: After making changes, click the **Save** button at the top right. ### Notes on Time Zone Changes - Does not affect the time information of existing feedback/issues - Data inconsistencies may occur in dashboard statistics after changes. ### Deleting a Project #### Deletion Procedure To completely delete a project: 1. Click the **Delete Project** button at the bottom of the Project Setting screen 2. Enter the project name exactly in the confirmation popup 3. Click the **Delete** button to finalize #### Deletion Notes - **All feedback, issues, and settings within the project will be permanently deleted** - **Cannot be undone**, so backup or export is recommended beforehand - Connected channels and API keys are also removed upon deletion --- ## Member Management ![member-setting.png](/img/project/member-setting.png) ### Viewing Member List To view members currently participating in the project: 1. Click **Settings** in the top menu 2. Select **Member Management** from the left menu The member list displays the following information: | Item | Description | | ---------- | -------------------------- | | Email | Account email | | Name | User name (from profile) | | Department | Department | | Role | Role within the project | | Joined | Project participation date | ### Inviting New ![member-register.png](/img/project/member-register.png) #### Invitation Procedure 1. Click the **Register Member** button 2. Enter invitation information: | Item | Description | | --------- | -------------------------------------------- | | **Email** | Email of the user to invite | | **Role** | Role to assign (Admin, Editor, Viewer, etc.) | 3. Click the **Invite** button to complete the invitation ### Editing Member Information To modify existing member information: 1. Click the row of the member you want to edit in the member list 2. In the popup, you can modify the Role: 3. Click the **Save** button to save changes ### Removing Members To remove a member from the project: 1. Click the **Delete** button at the bottom of the member edit popup 2. Click **Confirm** in the confirmation message > Removing a member does not delete feedback/issue records created by that user; only project access permissions are removed. --- ## Role and Permission Management ![role-setting.png](/img/project/role-setting.png) ### Default Roles The system provides the following default roles: | Role | Permission Summary | | ---------- | ---------------------------------------------------------------------- | | **Admin** | Access to all features. Includes project deletion | | **Editor** | Can create, modify, and delete feedback/issues. Cannot access settings | | **Viewer** | View only. Cannot modify, delete, or access settings | ### Creating Custom Roles ![role-create.png](/img/project/role-create.png) You can create custom roles when more granular permissions are needed: 1. Click the **Role Management** link in the Member Management screen 2. Click the **Create Role** button 3. Enter the role name and permissions: ### Permission Settings For each role, you can set the following feature-specific permissions: #### Feedback Permissions | Permission Item | Description | | ----------------------------------- | -------------------------------- | | **Download Feedback** | Download feedback data | | **Edit Feedback** | Edit feedback | | **Delete Feedback** | Delete feedback | | **Attach/Detach Issue in Feedback** | Link/unlink issues with feedback | #### Issue Permissions | Permission Item | Description | | ---------------- | ------------- | | **Create Issue** | Create issues | | **Edit Issue** | Edit issues | | **Delete Issue** | Delete issues | #### Project Management | Permission Item | Description | | --------------------- | ------------------------ | | **Edit Project Info** | Edit project information | | **Delete Project** | Delete project | #### Member Management | Permission Item | Description | | ------------------------- | ---------------------- | | **Read Project Member** | View project members | | **Create Project Member** | Invite project members | | **Edit Project Member** | Edit project members | | **Delete Project Member** | Remove project members | #### Role Management | Permission Item | Description | | ----------------------- | -------------------- | | **Read Project Role** | View project roles | | **Create Project Role** | Create project roles | | **Edit Project Role** | Edit project roles | | **Delete Project Role** | Delete project roles | #### API Key Management | Permission Item | Description | | ------------------ | --------------- | | **Read API Key** | View API keys | | **Create API Key** | Create API keys | | **Edit API Key** | Edit API keys | | **Delete API Key** | Delete API keys | #### Issue Tracker | Permission Item | Description | | ---------------------- | ----------------------- | | **Read Issue Tracker** | View issue tracker | | **Edit Issue Tracker** | Configure issue tracker | #### Webhook Management | Permission Item | Description | | ------------------ | --------------- | | **Read Webhook** | View webhooks | | **Create Webhook** | Create webhooks | | **Edit Webhook** | Edit webhooks | | **Delete Webhook** | Delete webhooks | #### AI and Channel Settings | Permission Item | Description | | ---------------------- | ---------------- | | **Read Generative AI** | View AI settings | | **Edit Generative AI** | Edit AI settings | #### Channel-Related Settings | Permission Item | Description | | ---------------------- | ------------------------ | | **Edit Channel Info** | Edit channel information | | **Delete Channel** | Delete channel | | **Read Field** | View fields | | **Edit Field** | Edit fields | | **Read Image Setting** | View image settings | | **Edit Image Setting** | Edit image settings | | **Create Channel** | Create new channels | ### Permission Setting Tips #### Security Best Practices - **Principle of least privilege**: Grant only the minimum permissions necessary for work - **Regular review**: Check permissions when team changes or employees leave - **Limit Admin role**: Keep the number of administrators as small as possible ### Editing and Deleting Roles - **Edit**: Click the desired item in the role list to modify the name and permissions - **Delete**: Roles not in use can be deleted with the **Delete** button > **Note**: At least one Admin role must always exist and cannot be deleted. --- ## Related Documents - [Channel Management](./03-channel-management.md) - Channel creation and field settings - [Feedback Management](./04-feedback-management.md) - Feedback collection and analysis - [API Integration](/en/developer-guide/api-integration) - API key usage