Add a Project

Create a project to group related assistants and decide who can use them. You name the project, give users and teams access, and then add assistants to it.

How projects work

A project is a workspace in your organization that holds assistants. Who can do what in a project is set under Access Control, where you give access to individual users or to whole teams (groups of users), each with a role:

Role	What it allows
Admin	Full control of the project: edit its settings, manage who has access, and manage its assistants.
Member	View the project and use its assistants, without changing their configuration.

Assistants in a project inherit the project's access: someone with a role on the project gets the same role on its assistants. You become the project's Owner when you create it. To learn more about roles and inheritance, see this guide.

Access is optional when you create a project: you can create it with only a name and add people later.

Use cases

Department workspace: Create an "HR" project, give the HR team the Admin role, and give everyone else the Member role, so only HR can change the HR assistants while all employees can use them.

Client work: Create one project per client and add only the users working on that client, so each client's assistants stay with the people who need them.

1. Start a new project

In the sidebar, click Projects, then click Add Project at the top right. The table shows each existing project's Project Name, Owner, and Created On date.

2. Enter a project name

In the Add Project window, enter a Project Name. Create Project stays disabled until you enter one.

3. Give users access

Under Access Control, click Add User. Choose one or more users in Select Users (type in the search box to find them), pick a Role, Admin or Member, and click Add. The users appear in the table below, marked New.

4. Give teams access

To give a whole team access, click Add Team. Choose one or more teams in Select Teams, pick a Role, and click Add. In the table, you can still change anyone's role with the Role dropdown, or remove them with the trash icon, before you create the project.

5. Create the project

Click Create Project at the bottom right. The message Project added successfully! appears, and the new project shows in the Projects list.

To add assistants to your project, see Managing Assistants in a Project. To change its name or access later, see Edit a Project.

How projects work#

Use cases#

1. Start a new project#

2. Enter a project name#

3. Give users access#

4. Give teams access#

5. Create the project#

How projects work

Use cases

1. Start a new project

2. Enter a project name

3. Give users access

4. Give teams access

5. Create the project