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What's the project summary for?

The project summary1:39

"What's the project summary for?"

A useful place to see the people on the project is on the project's summary.

To see a project's summary:

  1. First, select the project on: "Menu", then "Projects"
  2. Then tap: "People", then "Summary"
  3. And finally, you'll see a full summary of everyone who's got access to the project.

A project's summary includes:

  • What access each person's got in the project.
  • And how each person got that access.

To understand what each check and circle on a project's summary means:

  1. First, scroll down to see the legend (at the bottom).
  2. And finally, read through the legend to understand what each circle or check means.

As an admin, you can use a project's summary to:

  • Add more people. To do it, tap Add (at the top of each column)
  • Also, when you hover your mouse over any part of the summary, you can tap that part to make a change directly.

To add a person to a project, from a project's summary:

  1. First, tap the person in the column you want to add them.
  2. Once it slides out on the right, tap the person where it's highlighted, to push them over to the selected people list.
  3. Then tap: Save
  4. And finally, you'll see a check confirming that the person's been added.

And that's it! That's everything you need to know about a project's summary!

Updated: Sat, Feb 24, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Projects/What's_the_project_summary_for