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  3. Setting Up Projects, Programs and Portfolios

Project Overview

Group 1641 Your List of Projects

After logging in, you can see a list of your Projects in the 'My Account' area or by selecting a Project from the drop-down menu! Once you've spotted the Project you are looking for, access it by clicking on the Project's title. You can also switch the list of the projects from detail view to image view.

If you're looking for a Project and it's not visible, there is a good chance your Project Administrator or Organisation Administrator hasn't assigned you to that Project yet. Check in with them first to make sure you are assigned to the Project you require access to!

Note: All information below is for Organisation Admin access only 


Creating New Projects

At the moment, users cannot create new Projects. You will only be able to create a project if you have been allocated as an Organisation Admin (Project Creator). If you need a new Project, please shoot through a request to your supervisor. For supervisors, if you have run out of empty projects to assign please submit a ticket through this form.

For Organisation Admin (Project Creators), with access to the Admin module:

Step 1: From 'Your Account', go to the Admin area and access ‘Projects’ in the top menu. 
Step 2: From the tool bar within Projects, select ‘New Project’ and fill in the details.


Add Project Form


Edit Project Details

Step 1: Using the short action menu () against the Project you’d like to update, select ‘Edit Project Details’ to open the form. Make the appropriate changes and when you're done, click 'Update Project'.


View/ Edit Users

Viewing all of the users on a Project is a permission reserved for your Project Administrator or Organisation Administrator and can be done using these easy steps:

Step 1: From within the Admin area, access ‘Projects’ in the top menu. 


Step 2
: Using the short action menu () against the Project you’d like to update, select ‘View/Edit Users’ to open the View/Edit User modal. 

In the View/Edit User modal, you'll find a list of users on that Project, with other actions including:

  • Toggle on/off Read Only user permissions; and
  • Toggle on/off Project Admin user permissions. 

    How do I make users read only for a Project?

    Making users Read-Only on a project is easy!

    Turning on/off Read-Only access is performed by toggling:

    Read-Only Off - User will have normal, standard use and access to all the features and functions of Mastt.
    Read-Only On - User will have access to view all of the data in Mastt, but can perform no adding, editing or deleting of data in any part of the system.

    Note: If a user is Read-Only On for a Program, they will by default be Read Only for all Projects in that Program!


Invite/Remove Users

Step 1: Using the short action menu () against the Project you’d like to Invite/Remove users from, select ‘Invite/Remove Users’.


Step 2
: Simply click the names to Add them to the Project, which is indicated by joining the right hand column, and do the other way around to remove.


Deactivate or Delete a Project

Deactivate Project:

Step 1: Using the short action menu () against the Project you’d like to Deactivate, select ‘Deactivate Project’.


Step 2: Click OK to deactivate.

Deleting a Project

If you’d like to delete a Project, please put in a request to your Customer Success Manager. Once a Project is deleted, it cannot be recovered.