UKHab & BNG: Project Setup
In this document we’ll walk through the different options available in the Coreo project settings. This will be a general overview of the different project settings, more detailed documents relating to the different sections will be linked throughout. For setting up your red-line boundary and adding custom maps please see the document here.
Accessing Project Setup Options
The different project options are found under the ‘Project Setup’ header.
This project settings will open in a new page defaulting to the red line boundary tab.
Project Members
The project members tab is where you customise the list of members belonging to a project and their permissions.
To add/remove members from the project:
- Click the blue ‘Add a member‘ button.
- Select the user you wish to add.
- Select the role you wish this member to have in your project.
- Click ‘Add selected members’.
To edit member roles:
- Select a user from the list.
- Using the dropdown menu on the right select the new role you wish to apply.
Note: For more details on what permissions a project role has check out our document on the subject here.
Project Settings
The Project Settings page allows you to add or make changes to your project name and description, archive your project and should you wish to, delete your project.
Changing Project Name and Description
To change your project name:
- Click the text box containing the name of your project.
- Type your new project name
To add or change your project description:
- Click the large ‘Project Description text box’.
- Type out a description for your project.
Once you have made all your changes click the blue ‘Save Changes’ button.
Archiving and Deleting your Project
To archive your project:
- Click the red ‘Archive project’ button
A confirmation message will appear in order to confirm archiving of the project, to proceed:
- Click the red ‘Archive Project’ button.
You can cancel by clicking the ‘Cancel’ button.
To delete your project:
- Click the red ‘Delete Project’ button
A confirmation message will appear confirming if you wish to proceed:
- Enter the text in bold into the text box provided.
- Click the red ‘Delete Project’ button
If you change your mind simply click the ‘Cancel’ button.