IN THIS ARTICLE:
This page will help you understand how to use projects in Environment Online.
What is a project?
A project is used to group and manage related applications and information in one place.
Projects help you organise your submissions and control who can access them.
Who can manage projects?
Only a Service Administrator can create and manage projects and assign access.
Service Users can access and use projects they have been assigned to.
If you log in to Environment Online using the Your Email login method, you can perform the same functions as Service Administrators.
For more information about roles, see Roles in Environment Online.
Using a project
When submitting an application in Environment Online:
- select a project from the list available to you
- if the project is not listed, select Create a new project or use the default project
- if you don’t yet have access to the project, select Request access.
Only a Service Administrator can create projects or grant access.
Default project
A default project is automatically created for each entity (organisation or individual) and can be used when no suitable project is available.
All authorised users for the entity can access the default project and view any submissions linked to it.
Submissions can later be reassigned to a more appropriate project by a Service Administrator.
Where needed, you should request access to, or the creation of, a more appropriate project.
Viewing projects
Projects are available from the Projects tab on your dashboard.
You can:
- view projects created by your organisation
- open a project to see related applications and records.
You will only see projects you have access to and those visible to all people in your organisation.
Creating a project
Only a Service Administrator can create a project.
To create a project:
- Go to your dashboard
- Select New project
- Enter:
- project title
- description of the project
- if the project should be visible to all people in your organisation or confidential.
Managing project access
Only a Service Administrator can assign or remove user access to a project.
To assign access:
- Go to Access management
- Select a user
- Select Assign project
- Choose the project
To remove access:
- select Remove next to the project.
Editing or deleting a project
Only a Service Administrator can edit or delete a project.
You can update or delete projects from the Projects list.
Note:
- Only empty projects can be deleted.
- Projects with active records cannot be deleted.
Project visibility or confidentiality
Only a Service Administrator can control who can see and access a project.
Projects can be:
- Visible (discoverable): Users can see the project and request access.
- Confidential (not visible): The project is hidden and cannot be seen or requested.
If you cannot see a project, it may be confidential or you may not have access.