Gestionar proyectos

Role(s) required: Service Admin

Creating new projects

Note: If you have the Service Admin role, you can also create a new project when you Create a new dataset.

Consider Projects as restricted workspaces. When sources and datasets are created, they are 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 that all users within the tenant can access. Before uploading data, creating datasets, and training models, we recommend you to create a new project with access limited to only those individuals who need it. Once data sources are added to a project, they cannot be moved to another project without consuming additional AI units.

Follow these steps to create a new project:

1. As a Communications Mining™ Admin, select the cog icon in the top navigation bar of any page to access the Communications Mining™ Administration page.
2. From the Administration page navigation menu, select the Manage Access tab
3. In the left-hand navigation menu, click the + button next to Projects.
4. Fill in the details of the new project and select Create.

You will be prompted to fill out the following details for the project:

1. Title and Name: The title is editable and will be shown in the UI. The name is used in the API and cannot be changed once the project is created.
2. Description (optional): Provide an optional description of the project that will be displayed below the project title. The description is editable.
3. Project administrator: Choose an Automation Cloud user (this can be yourself) to be the project administrator, as at least one user is required. You can add more users as project administrators later.
   Note: If you are an Organization administrator and if you select another user as the founding user, you will need to add yourself to the project after it is created.

Once the project has been created, you can add users or groups, and create resources such as data sources and datasets within the project.

Editing and deleting projects

Follow these steps to edit or delete a project:

• In the Manage Access section, navigate to the specific project via the left-hand project navigation menu.
• Select the three dots icon to the right-hand side of the screen.
• Select Edit or Delete. Edit allows you to update the Title and Description. Delete will prompt you with a warning pop-up that this action is permanent. Select the Delete button in the warning pop-up to confirm the deletion.