Q-A_test/apps/docs/i18n/en/docusaurus-plugin-content-docs/current/01-user-guide/02-project-management.md

title, description, sidebar_position

title	description	sidebar_position
Project	This document explains how to create, configure, and manage projects in ABC User Feedback, and how to set team member roles and permissions.	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.

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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.

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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

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)

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)

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

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

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Managing Project Settings

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

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Member Management

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

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.

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Role and Permission Management

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

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.

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Related Documents

• Channel Management - Channel creation and field settings
• Feedback Management - Feedback collection and analysis
• API Integration - API key usage