Project Settings & Collaborators

Open a project's Settings tab to manage details, finance, who is on the project, and archive or delete. Org-wide members and seats are managed in Org Settings — this page is project-scoped.

Who can open Settings

Project members and org Admins can open the Settings tab. What you can edit depends on access:

General, Finance, Danger Zone, Export — org Admins and project Admins (project settings access)
Collaborators — view for members; invite and manage for project or org Admins
Your access — everyone can see their own role on the project

General Information

Name, description, and start/end dates for the project.

Finance

Project budget and related payment sources. How budgets and spend appear elsewhere: Budgets.

Collaborators

Invite people with Invite Collaborator. Choose a role for this project: Viewer, Editor, or Admin. Invitees accept via email or in-app notification. Pending project invites and the member list live on this card.

Project invites are different from org invites (which can reserve seats). Details: Invites & Seats. Role meanings: Roles & Permissions.

Export, archive, delete

Org or project Admins can export the project when that action is available. Danger Zone covers archive and delete — treat delete as irreversible for project data.

Creating projects

Creating a new project is an org Admin action. Flows for brief, script, and manual create: Creating Projects.