Editing Project Details and Sharing a Project

You can edit project details by navigating to the project and clicking on the job ID to access the project details screen. Update fields within sections as needed, and add new fields created in module settings, which will appear in relevant sections if added.

To share the project with other organizations, go to the 'Other Organizations' tab and click 'Share.' Configure access permissions, choose specific modules to share, and select or invite users, ensuring seamless collaboration while maintaining control over access.

For better understanding please watch this tutorial video.