Managing projects

Create a new project

You must have the Tenant Admin permission assigned to create a new project.

Note: The Tenant Admin permission also enabled you to create a new project when you Create a new dataset.

Projects can be similar to restricted workspaces. When you create sources and datasets, they are both linked to specific projects. Users must be part of a project and have the correct user permissions to view any of the data linked to it.

Note:

• For Automation Cloud users, every tenant has a default project (e.g. DefaultProject) that all users within the tenant can access.
• Before you upload data, create datasets, and train models, as a best practice, create a new project with limited access only to the users who need it.
• Once data sources are added to a project, these cannot be moved to another project without incurring additional charges.

To create a new project, proceed as follows:

1. Log into Communications Mining™, and select the gear icon to access the Administration page.
2. Select the Manage Access tab.
   Manage access tab
3. Select the All projects drop-down menu.
   All projects modal
   

   

   
   
4. Select the New button in the Manage your projects modal to create a new project.
5. Fill in the required fields with the dataset details, described as follows:
   • Give your project a name - enter a clear, distinguishable name. Once you’ve set the project name, you cannot change it.
   • Choose the founding user - select a founding user from the list of users currently in the platform. If you are an admin, you can put yourself as the founding user and add any subsequent users to the platform after. If you select someone else as a founding user, they will need to add you to the project.
   • Provide a title and description for the project - optionally, enter a clear, distinguishable title and description for your project.
6. Select Create project.

   You can now proceed to create/add users, data sources, and datasets to it.

Create a new project modal

Adding a user to a project

Note: You must have the Modify users permissions assigned to add a user to a project.

Adding users to a project as an Automation Cloud user

You can also add existing Automation Cloud users, that can be members of other projects, to one of your projects from your tenant.

To add existing users to a project, proceed as follows:

1. Log into Communications Mining™, and select the gear icon to access the Administration page.
2. Select the Manage Access tab.
3. Select the All projects drop-down menu.
4. Select the project to which you want to add the new user.
5. Select Add user, which displays a list of users that have access to Communications Mining on your Automation Cloud tenant.
6. Select from the list the user you want to add to the project.
   Note:

   • If the user you want to add is not in the drop-down list, they might not be added yet to the tenant that the Communications Mining service is enabled on.
   • An Automation Cloud tenant admin (where Communications Mining is enabled) can add users to that specific tenant. Once this is done, an administrator on Communications Mining can then add the users to specific projects.
   Add user modal

Adding users to a project as a non-Automation Cloud User

You can also add existing users from other projects that you are also part of to another one of your projects.

1. Log into Communications Mining™, and select the gear icon to access the Administration page.
2. Select the Manage Access tab.
3. Select the All projects drop-down menu.
4. Select the project to which you want to add the new user.
5. Select Add user to project, which displays a list of users that have access to Communications Mining on your Automation Cloud tenant.
   Note: The list includes only users with whom you share at least one other project.
6. Use the search bar to locate a user, or directly select the user from the list to add it to the project.

Add a user modal