Create and Manage Project

How to Create Projects from Landing Page

Avo Assure landing page allows you to create new projects and sort existing projects by creation date, latest edited, and alphabetical order. This document covers how to create new projects and sort existing project in Avo assure.

To add a new project to the Avo Assure, follow the steps below:

1. Click the + plus icon in the right of the Project section to open the Create project Dialog to add or create a new project in Avo Assure.

2. Enter the Project Name and Description in their respective columns. Select the checkbox next to each user’s name in the Select Users column to add users to the project. You can also search for a user by entering their name or email address in the search box.

   

Note: To change a user’s role, select a new role from the Project Level Role dropdown menu.

Click Create button to create the project with the provided details in Avo Assure.

How to sort project according to Date/Alphabet/Last Modified

To sort projects in Avo Assure, follow the steps below.

1. Click the Sort icon in the landing page to rearrange the project sequence.

2. Filter the projects based on the date it is created, Last Modified, Date Created or Alphabetical order to bring up the projects as per the selection.

Managing Users from Landing Page

Manage Users

This document covers The Manage Users feature in Avo Assure which helps assign and unassign users to a particular project, changing their roles and project descriptions.

Roles that can access Manage Users

• Admin

• Quality Manager with Admin as secondary role

Steps to Manage Users

The steps to manage users of an existing project in Avo Assure are:

1. Select the project from All Project list

1. Click Manage Users in the Project collaborators section in the Landing Page to navigate Manage Project window

Note: Once the project name is created, it can't be edited. Use the search box to find a user in Avo Assure using their name or email.

1. Select the check box of the user needed to assign for the project, select their role from the Project level role dropdown and click the right arrow button to assign them to that project.

Note: To change a user’s role, select a new role from the Project level Role dropdown menu.

1. Click the Update Button to update the provided details to an existing project.