How to Manage Projects

This guide covers how to navigate your projects in Mastt and configure essential project settings, including project information, branding, location, and user access.

Before You Start

• Ensure you have access to at least one project in your workspace
• Admin access is required to view and edit User Management settings

Viewing and Accessing Projects

After logging in, your homepage shows your recently accessed projects and favourites.

To view all your projects, click Projects in the left navigation sidebar.

Switch Between Views

Use the toggle icons in the top right corner of the Projects page:

• List view (horizontal lines icon) — shows projects in a list
• Grid view (four squares icon) — shows projects as thumbnail cards

Open a Project

Click the project title or thumbnail image to open it.

Favourite a Project

Favourite projects appear on your Home page for quick one-click access.

• Click the star icon on the project tile to add it to your favourites
• Click the star icon again to remove it

Find a Project Quickly

1. Click the Search bar at the top of the page
2. Type the project name or keyword
3. Select the project from the results

Accessing Project Settings

You can access Project Settings in three ways:

From the Home Page or Projects Page

1. Navigate to the Home page or Projects page
2. Click the Action button beside the project name
3. Select Project Settings

From Within a Project

1. Open your project
2. Click Settings in the bottom left navigation bar

From Admin (Admin Users Only) 

1. Click your profile name in the top-right corner and select Admin 
2. Click Projects in the left navigation bar
3. Find the project you want to manage
4. Click the Action button
5. Select Edit from the dropdown

Configuring Project Settings

Name & Photo

1. Click Name & Photo in the left menu
2. Edit the Name field as needed
3. Click Upload Image to add or change the Homepage Thumbnail — this image appears on your Projects page and Home page
4. Click Save

Project Information

1. Click Project Information in the left menu
2. Review or update the following fields:
   • Workspace — displays which workspace the project belongs to (read-only)
   • Project Number — enter or update your project reference number (optional)
   • Point of Contact — enter the primary contact person for the project (optional)
   • Currency Symbol — select or enter a currency symbol (e.g., $, €, £); this displays on big number tiles across your project
3. Click Save

Location

1. Click Location in the left menu
2. Use the Search a location dropdown to find and select your project location
3. The map on the right updates to display the project location as you make changes
4. Click Save

To enter coordinates manually, toggle on Manual Input? and enter values in the Latitude and Longitude fields. To remove a saved location, click Reset Location. 

Brand

1. Click Brand in the left menu
2. Under Logos, click Upload Image to add or update the Client Logo and Workspace Logo — these appear on project documents. Click Remove to delete an existing logo.
3. Under Font, select a font from the Font dropdown to set the typeface for your payment letters. Review the example text to preview your selection.
4. Optionally, set a Number font and Number size (px) for amounts and percentages on payment letters. Leave these blank to keep the default.
5. Click Save

User Management

1. Click User Management in the left menu
2. View all users currently assigned to the project

Add a New User

1. In the Enter email to invite field, start typing a name or email address. Select an existing workspace user from the dropdown, or type a full email address and select it to invite a new user.
2. Select a role from the dropdown: Standard or Viewer
3. Click Invite Users

Modify or Remove a User

To update a single user, click the Action button beside the user's name and choose an option to change their role or Remove them from the project.

To update multiple users at once, select the checkboxes beside each user and expand Bulk Edit to change roles or remove the selected users in bulk.

Custom Columns

Custom Columns are managed by Mastt directly. Contact Mastt Support if you need changes or updates to Custom Columns.

Closing Project Settings

Once you've saved your changes within each section, click the X button in the top corner to close the settings panel. Your updates are applied to the project immediately. 

Troubleshooting & FAQs

Q: Why can't I see the User Management section?

You need Admin access to view and manage users. Contact your Workspace Admin to request elevated permissions.

Q: How do I change which workspace a project belongs to?

The Workspace field is read-only and cannot be changed after project creation. Contact Mastt Support if you need to move a project to a different workspace.

Need Help?