Project Folder Guide (Admins)

• Find Your Project Folder
• Project Settings
• Project Collaborators
• Create New Project Workspaces
• Assign Workspaces to a Project Folder
• Import Project Users
• Project Workspace Status

Projects License Overview 

Video 1. Project Folders in Hoylu.

Find Your Project Folder

After your Customer Success Team has created your Project Folder, refresh your Dashboard on https://app.hoylu.com/ and your Dashboard dropdown menu will show your new Project Folder. If the Project is within 30 days of the end date you provided to your Customer Success Manager, you will see a yellow countdown to the remaining amount of days of your Project.

Figure 1. Find your Folder in the Project dropdown menu.

1. Navigate to the top center of the Dashboard
   
   
2. Click on the Select Project dropdown menu
   
   
3. Scroll to find your Project or type the Project Title in the Search Bar
   
   
4. Click on your desired Project Folder
   
   
5. Click on the desired Workspace in the Project Folder

Workspaces with recent updates will have a red dot next to the last accessed date. 

Figure 2. Project Workspaces showing a recent update.

😎  Pro-Tip: Click on the link icon to the right side of the User Marbles at the top of the Project Folder to copy a unique link to the Project Folder to share with Collaborators. 

Project Settings

Figure 3. Project Folder settings.

Admins are able to control the Project Folder's name, icon, color, and Collaborators in the Project Settings tab of the Management Portal. This is where you will also be able to see all Workspaces associated to this Project Folder. You can also use this link to get there: https://manage.hoylu.com/u/projects.

1. In the Project Folder, click on the gear icon on the far right as depicted in Figure 3
   
   
2. Click the Login button to access your Management Portal (use your regular Hoylu credentials)
   
   
3. Click on the Edit button on the left to change the Name, Icon, and Color of the Project
   
   
4. Click the Save button on the bottom right corner of the window

😎  Pro Tip: Click on the link icon next to the gears to copy a link to the Project Folder and share it with your Collaborators.

Project Collaborators

Part of the Project license includes that your trades can enter your Project Workspaces without needing their own separate licenses or upgraded accounts. In order for them to do this, you must add them as collaborators to your Project Folder. 

Figure 4. Add and invite users in the Collaborators section.

1. Click the Add Users button in the Collaborators section on the right
   
   
2. Type or paste the emails of all participants of the Project
   
   
3. Click the Add Users button again
   
   
4. Hoylu will alert you of users who do not yet have an account so you can click the Invite to Hoylu button to "hold" their access and permission level; they will have 5 days to sign up before you have to add them again
   
   
5. Change the permission levels of any user whom you would want to be able to modify these settings as well

Create New Project Workspaces

As a Project admin, you are able to create new Workspaces directly within the Project Folder.

Figure 5. Create a new Workspace from the Project Folder to automatically associate it.

1. Click on any Template or choose from the Template library 
   
   
2. Name your new Workspace
   
   
3. Click on the Continue button

Your new Workspace will automatically be assigned to the Project Folder you had open and will appear in your normal Dashboard with the Project Name as a label and the Project Icon and Color on the Workspace tile.

Assign Workspaces to a Project Folder

If you already have a Workspace related to the Project that you would like to add to your Project Folder, as an admin, you can assign it to the Folder so you remain within the Project License parameters. 

Figure 6. Assign a Workspace to a Project Folder.

1. In your Dashboard, click on the three dot menu on the Workspace tile
   
   
2. Click on Assign to Project in the submenu
   
   
3. Scroll to search and then click on your Project Folder

🚧  Caution: You must be an admin of both the Workspace and the Project Folder to properly assign Workspaces. 

Import Project Users

Figure 7. Import Project Users from the Sharing Permissions.

When a Workspace is in a Project Folder, you can import the Collaborators you have previously added directly to the individual permissions of a Workspace. You can do this either from the Dashboard or within the Workspace itself. 

1. Click on the three dot menu on the Workspace tile
   
   
2. Click the Import Project Users button
   
   
3. Adjust any individual's permission level if desired

Project Workspace Status

It is very important to communicate your project's start and end dates with your designated Customer Success Manager or the Hoylu Support Team, as your Project Folder statuses will appear differently within and outside of the start and end dates. 

Active Project Workspaces will appear as normal, but will have your selected Project Icon and Color and the Project Name as a Label.

Figure 8. Active Project appearance.

When your Project Folder passes its stipulated end date, Inactive Project Workspaces will appear dimmed and will have "Inactive" added to both the Workspace Title and Workspace Label. These Workspaces will also become read-only. 

Figure 9. Inactive Project appearance.