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Accessing and Managing Project Settings
Accessing and Managing Project Settings

How to find Project Settings and what you can do when you get there.

Peter Hunner avatar
Written by Peter Hunner
Updated over 2 months ago

Project Settings give you the power to manage project information, such as name and end date, as well as Project Membership and Project Ownership. You can also leave a project here.

From Inside a Project

To access a project's settings from inside a project, click on the three-dot-menu next to the blue "Share Project" button. A modal will open. See below.

From your Project Dashboard

To access project settings from your Project Dashboard, either right click on the project thumbnail or click the three-dot-menu on the thumbnail, then select "Settings".

In Project Settings, you can:

  • View/Edit Project Information: Update the project name, description, start/end date, and client name.

  • Manage Collaborators: View or edit current project collaborators and invite new ones.

  • Transfer Project Ownership: If you're the Project Owner, you can transfer ownership to another collaborator. Note that the collaborator must be part of a paid workspace; if they are not, their name will appear greyed out in the list.

  • Leave a Project: If you're the Project Owner and wish to leave the project, you'll be prompted to transfer ownership to someone else before you can exit.

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