Project Preferences is where you add additional Apps and settings to your project.
Watch the walkthrough
https://www.loom.com/share/473a1d4f314a4044af8ce32a2e37ca06
How it works
Project Preferences section (click each link to find out more) | Why you’d use it |
|---|---|
Contact forms to use when creating a contact  | If you’ve got several Contact Forms , you can specify which Forms should be used to register new participants/contacts on this project |
Contact forms to use when editing a contact  Control which Contact Forms can be added to a contact while editing their Bio | Let’s say you use one Contact Form to register new people but then you have an additional form for collecting more information after they’ve been registered; this is where you would add that additional form. |
Decide which users are allowed to edit contacts they did not create  | If you have a large team, you might want to control which colleagues have permission to complete or update particular forms for a contact. This is where you can assign those permissions. |
Enrolled state, Waiting List, Alumni and Declined  | If you want to distinguish between people who are
|
Access the Project Preferences page
Steps:
Project Preferences can only be accessed by Project Managers and Organisation Admins
Go to the Project page
Select More Options in the project’s cover panel
Select Project Preferences
You arrive on the Project Preferences page
