Project Setup
Project Setup

Project Setup

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A Project is a workspace for Datastores and Processes.

It provides the business or use case separation within your Account. Assign Users to a Project in the capacity they need by assigning them Project Roles.

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Create a Project

Navigate from the Dashboard to Projects and click +New

On the Security Tab, click +Add to select Users and assign a Project Role.

Click Next to go to the Basic Tab

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Name the Project.

Provide an optional description (You can edit these fields at any time)

Click Create

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Project Dashboard

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Datastores — create your datastores, display any external datastores.

Process Groups — define data transfer definitions.

Users — assign Account users to a Project.

Audit — report all activity in the Project.

Settings — set up Project level notifications - for example failed batch notifications.

Tags — define tags that can be applied to any object/column in your Project, giving them additional meaning.

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A Datastore is unique to a Project — to use it in another Project within your Account, share it, or duplicate it.

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Now that your Project is ready to work with, check out the next steps: Create a Datastore or Assign Project User