How to Manage Projects

This guide covers everything you need to manage projects in Mastt: viewing projects, editing details, managing users and permissions, and controlling project status. Use these processes to maintain organised project access and administration.

Before you start:

• Ensure you have appropriate permissions (admin access required for most management tasks)
• Know your organisation structure and user roles
• Have project details ready for any updates needed

Steps

View your projects

1. After logging into Mastt, you'll land on your homepage showing assigned projects
2. Alternatively, click Projects in the side navigation bar
3. View all projects you have access to

Alternative access methods:

• Admin users: Click your name, select Admin from dropdown, then click Projects in the side navigation

Switch project view modes

1. Click Detail View at the top right corner (below your name) to see projects in list format with more information
2. Or click the View button to see projects as cards with thumbnails

Access projects

1. Click directly on the project title or project thumbnail to enter the project
2. Or use the Quick links (...) beside the project name for quick links to specific sections (Dashboard, Cost, Schedule, Project Settings)

Edit project information (Admin access required)

Access project settings

1. Navigate to your projects page
2. Click on the project thumbnail or project title you want to edit
3. Click Project Settings from the options menu
4. In the project settings pop-up, click the:

Name and Photo

1. Update the project name as needed
2. Upload or change the project photo
3. Click Save to confirm changes

Project Information

1. Edit the project number if required 
2. Update the point of contact details 
3. Change the project location
4. Click Save to confirm changes

Brand

1. Upload your client logo image
2. Upload your client logo image
3. Select your preferred font for project branding
4. Click Save to apply branding changes

User Management

1. Navigate to the user management section within project settings
2. Invite users from your workspace or external users as needed
3. Set appropriate permissions for each user

Result: Your project settings will be updated with new information, branding, and user access configured according to your requirements.

Manage project users and permissions (Admin access required)

Access user management

1. Click your name in the upper right corner of your screen
2. Select Admin from the dropdown menu
3. Click Projects in the side navigation bar
4. Locate the project you want to manage

Open project user settings

1. Click the Action button next to your chosen project
2. Select Edit from the dropdown menu 
3. In the Project Settings pop-up box, click User Management

Modify user permissions

1. Find the user whose permissions you want to change
2. Click the Action button beside their name
3. Choose the appropriate permission level:
   • Upgrade to admin: Full project control and settings access
   • Downgrade to viewer (read-only): View-only access without editing rights 

Review changes

1. Verify all users have the correct permission levels
2. Close the Project Settings pop-up when finished

Result: Users will have updated access levels that match their roles and responsibilities on the construction project.

Add or remove project users

1. Click your name in the upper right corner of your screen
2. Select Admin from the dropdown menu
3. Click Projects in the side navigation bar
4. Choose the project you want to add or remove users from
5. Click the Action button next to the project
6. Select Edit from the dropdown menu
7. Click User Management in the project settings

Add new users

1. Click Enter email to invite in the user management section
2. Choose from existing users in the dropdown, or type a new email address for new users
3. Click Invite to send the invitation
4. The invited user will appear in the users list 

What happens next for new users:

• New users will receive an email invitation
• They can create a Mastt account using the invitation link
• Once they accept, they'll be added to the program with default permissions

Remove existing users

1. Locate the user you want to remove in the users list
2. Click the Action button beside their name
3. Select Remove from the dropdown menu
4. Confirm the removal when prompted

Result: Your project team will be updated with new members having appropriate access, and removed users will no longer have project access.

Important limitations

Best practices

• Regularly review project user access and permissions
• Use descriptive project names for easy identification
• Maintain appropriate read-only access for stakeholders
• Document project changes and user modifications