How to Edit a Project

You can edit an existing Project to update its name, description, interview limits, and Project Members.

Edit a Project

To edit an existing Project:

1. Navigate to Projects from the main navigation menu.
2. Locate the Project you want to edit. Use the SEARCH bar, the sorting options menu, or the Show Archive toggle if needed.

3. Hover over the More Options icon for the Project.
4. Click Edit.

5. Update the Project Name, if required.
6. Update the Description, if required.

Update Project Limits (Enterprise only)

If you are using an Enterprise plan, you can update the Project Limits before saving your changes.

Project Limits control the total number of interviews that can be conducted across all Guides within a Project. The Project Limit takes precedence over any interview limits configured for individual Guides.

Example: A Project contains two Guides with a Project Limit of 40 total interviews. If one Guide has already collected 30 interviews, the remaining Guide can collect only 10 more interviews.

Update the following settings as needed:

• Interview Limit — Enter the maximum number of interviews allowed across all Guides in the Project. Enter 0 to remove the interview limit. The maximum value is 65,000.
• Limit Period — Select how often the interview limit resets.
  • Total — The limit applies to the total number of interviews conducted over the lifetime of the Project.
  • Monthly — The limit applies to the number of interviews conducted in the last 30 days.
  • Annually — The limit applies to the number of interviews conducted in the last 365 days.

Update Project Members (Enterprise only)

If you are using an Enterprise plan, you can update the Project Members before saving your changes.

To add a Project Member:

7. Begin typing a team member's name, email address, or team role in the Member field.
8. Select the team member from the list of matching results.
9. Select a Project Role from the dropdown.
10. Click ADD.

The selected team member appears in the Added Members list.

To change a Project Member's role:

11. In the Added Members list, select a new Project Role from the dropdown.

To remove a Project Member:

12. In the Added Members list, click Remove next to the team member.

For more information about Project Roles and managing Project Members, see How to Manage Project Members.

13. Click SAVE to save your changes.