# Company Settings

# Company Member Settings

# Company Manager

By creating and managing company members, system administrators can invite users to join the company and assign appropriate Role and Identity based on actual needs, ensuring operational flexibility and security. Below are the detailed steps for managing company members:

  1. Access the Company Settings Page

Navigate to the [ Company Settings ] tab located at the bottom of the left menu in the SyncoBox platform to enter the company settings page.

  1. Access the Member Management Functionality

Once on the "Company Settings" page, click on the 1 [ Users ] tab to begin configuring company members.

  1. Invite New Members

Click the 2 [ INVITE USER ] button in the upper-right corner of the page to add users to the company by entering their email addresses.

  1. Manage Company Member Roles and Identities

From the company member list, click 3 [ ] button to make further configurations:

  • Click [ Set Company Roles ] button to assign the user's role within the company.
  • Click [ View Participating Projects ] button to view the projects where the user is currently a member.
  • If the user’s identity is "Guest," click [ Set as Company Member ] button to update their identity to "Member" of the company.

# Creating a New Project

# Company Manager

# Steps to Create a Project

  1. Click on the [ Company Settings ] tab at the bottom of the menu.

  2. Select [ Project List ], then click [ Add ] to create a new project entry.

  3. Enter the Project Name, Project Code, and any relevant Remarks. Once completed, click [ Confirm ] button to finalize the creation of the new project.

WARNING

After creating a new project, it is essential to use the [ Set Project Members ] button in the project list actions menu to assign at least one project administrator. This step is mandatory to enable further project-level configurations.

# Zone (Default)

Upon creating a new project, the system will automatically generate a default zone named Main. Zones are designed to remain isolated and support task delegation. Project administrators can create additional zones based on requirements. Refer to the Creating Zones section for the detailed process.

To manage zones, navigate to the [ Settings" " Zone Settings ] tab in the project menu. This will display the list of zones within the project, providing an overview of the project’s zone management structure.

# Next Step

Project Settings

Last Updated: 2/21/2025, 10:17:10 AM