Overview: This is a simple guide on how to create a new project - this is for Organisation Admins only!
The basics
Any organisation you are invited to as an Organisation Admin means you can create and manage projects. If you are not an Organisation Admin but are invited to a project as a Project Admin then you can also follow this guide. If you are a Project Manager then please see our Project Manager Guide.
Creating a project
Only for Organisation Admin - Project Admins please skip to our next guide 'Setting up your first project'.
Once logged in as an Organisation Admin click PROJECTS in the left menu.
Then when in the organisation's projects page click CREATE PROJECT at the top right. Give it a name and description and click CREATE to confirm and your new project will soon be created.
Once you have created a project it is time to set up your project...
Set up your project
In this guide we'll step through the basics of setting up an existing blank project. By the end you will have a simple project where you have all you need to send a stream to and end User and yourself.
To follow these steps please make sure you are in a blank, new project as a Project Admin (or Organistaion Admin) and you are in the Project Management area. At the top of the menu you will see a section switcher and it should be set to 'Project'.
Project Managers can only manage Groups and Users but not Programs or Channels - see our Fundamentals - Roles and Permissions section for more oversight on which roles have access to what.
Inviting users
Click the User icon in the left menu and you should see your Project name at the top of the page and then '> project users' at the top. If you created the project you will already be added as a user yourself.
Click Add Users button (at the top right) and a popup will appear.
In the resulting popup window you will see options for adding users who already exist in the Organisation that owns the Project or you can invite a new user to the project by entering their email. When you do this it will also invite the new User to register with the Organisation if they have not done so already.
Before you submit the form you need to decide if the User is to be a Standard Member, Project Manager or Project Admin. Please see the info below to help decide which to choose.
Click Add at the bottom right and you will soon see the User added to the Users list after a confirmation popup.
On the right side of the new User's row you will see if they are 'Invited' (pending their registration response for the Organisation) or 'Registered' (has registered with the Organisation and has access to this Project).
You can click the User's row to see more information appear on the right hand side. Here you can toggle their 'Access' to the Project, change their Project role setting or remove them from the Project.
Project Roles:
Standard Member - only has viewing rights.
Project Manager - has viewing and User and Group management rights but not able to create or edit Programs or Channels.
Project Admin - has viewing, User and Group management as well as Program and Channel management rights as well as Project Settings rights.
All of the above roles will only be able to view Programs that are in Channels that are assigned to the Group they are added to.
Read more in our Fundamentals - Project Users section
Creating a Program
Click the Program icon in the left menu and you should see your Project name at the top of the page and then '> project programs' at the top.
Click Create Program button (at the top right) and a popup will appear.
In the Program Details section you can choose a colour (default is grey), a Program name and a Program short name. The Program name can only be 50 characters maximum and the short name is 3 characters.
Next are SRT Input, SRT Output and other SRT settings - for a detailed breakdown of these please read our Fundamental guide for Programs.
Click Add and the Program will be added to the page after a confirmation popup.
You can click the Program's row to see more information appear on the right hand side or you can click Edit to change any of the Program's setup.
Read more in our Fundamentals - Programs section
Creating a Channel and assigning the Program
Click the Channel icon in the left menu and you should see your Project name at the top of the page and then '> project channels' at the top.
Click Create Channel button (at the top right) and a popup will appear.
Choose a Channel colour and a Channel name (maximum 25 characters).
Click Add at the bottom right and you will soon see the Program added to the Programs list after a confirmation popup.
You can click the Channel's Edit button to change any of the Channel's setup however next we will simply click the Channel's row to bring up a right side-panel with the Channel's information.
In this right side-panel click Edit Channel Programs.
A new area will appear and you will see the Program you created earlier - go ahead and click the toggle to the left of it so it is on - and the Program will now be in this new Channel.
Read more in our Fundamentals - Channels section
Creating a Group, adding the User and assigning the Channel
Every Project has a default group created for it - this has every user of the Project in it - you can not toggle the Users on or off in this Group. It is designed as a quick way to allocate Programs/Channels to all the Users in the Project. For the sake of this guide we are not going to use this default Group and will go ahead and create a new Group...
Click the Group icon in the left menu and you should see your Project name at the top of the page and then '> project groups' at the top.
Click Create Group button (at the top right) and a popup will appear.
Give it a name (maximum 25 characters) and an optional description (maximum 255 characters).
Click Add at the bottom right and you will soon see the Group added to the Groups list after a confirmation popup.
You can click the Group's Edit button to change any of the Group's setup however next we will simply click the Group's row to bring up a right side-panel with the Group's information.
In this right side-panel click Edit Group Users.
A new area will appear and you will see the Users in this project including the User you created earlier - go ahead and click the toggle to the left of yourself as well as the new User you added - this will add you and the new User to the Gorup when you click Save at the bottom of the Group Users area.
Next go down to the Edit Group Channels and click it.
Much the same as before - toggle on the Channel you created earlier and click Save at the bottom.
You have now added yourself as well as the newly invited User to the Group and enabled the newly created Channel that contains the newly created Program for this Group.
Read more in our Fundamentals - Groups section
Project Dashboard
If you head over to the Project Dashboard (the top left menu item) you will see the Project map and it should show the Program connected to the Channel, Connected to the group that is connected to the User and your own user.
If at any time you are unsure of what to do next - always come back to the Project dashboard to check your progress. The is a helpful step by step setup guide as a right panel (click the Clipboard icon on the top right of the Project Map if you can not see it).