Overview

Projects, firms & people

Projects and their settings, firms, roles, guest collaborators, and how saving works.

• ProjectsMake a project, open its page, set its facts, and duplicate, archive or delete it.
• People and rolesAdd people to a project as admins, editors or viewers, and what each role can do.
• FirmsA firm account holds an office's shared projects, with its people as owners, admins and members.
• Guest collaboratorsPeople without tool access of their own can still work on a project they've been added to.
• Saving and versionsWork in a project saves itself, every save is kept as a version, and nothing is ever overwritten.