Create the Project Name

In Exchange, click the New Project button in the Projects panel.

If you belong to more than one Domain, choose the domain from the drop down list where the new Project should exist.

Enter a name for the Project (description is optional).

If the Project should be moderated, set the Moderated checkbox. See [moderated] for more information on moderated projects.

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Add Contacts

These are the users that will have access to the Project.

In the Contacts text box, enter one or more email addresses, separated by a comma.

(Optional) Pre-existing Contacts from other Projects can be selected by clicking the link below Contacts.

Select users in the list (use the Shift and Ctrl keys to select multiple rows).

Click the "Add to Contacts" button.

After all email addresses have been entered in the Contacts text box, click Next.

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Access Levels

On this page you can set the permissions for individual Users on this Project, for creating/editing/deleting Notes, other Users, and Assets. By default, new Users are granted Standard access. See setting up usersfor more information on permissions.

To edit a User's access, click their row in the list.

 

The User Preferences dialog will appear. Make your changes and click Done.

Click Next when you've completed editing permissions for Users.

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Invite Users

This is the last stage in creating a Project. For all Users selected, Exchange sends an email invitation to the User containing a secure link that brings them to a Goviso registration page, where they register their own name and password. If they already have a Goviso account, they simply log in to the project.

To send an invitation to a User at a later time, see setting up users.

To edit a User's access, click their row in the list.

Click Finish. A message will appear indicating the invitations have been sent.

Click Done.

Your Project has been created. Now you can begin adding Assets - see adding assets to get started.

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