Ejento AI
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Ejento AI
  1. Guides
  • Basic Operations
    • Features
      • Organization → Projects → Assistants → Teams Hierarchy
    • Guides
      • Login/Signup
  • Assistants
    • Overview
    • Features
      • Assistant Access Control
      • Assistant Evaluation
      • Evaluation Metrics
      • URL-based Chat Thread Creation and Prepopulation
      • Reasoning Patterns
      • Staging & Publishing
    • Guides
      • Add Assistant
      • Evaluate Assistant
      • Edit Assistant
      • Assistant Edit Access
      • Embed Assistant
      • Delete Assistant
      • Add Favourite Assistants
      • View Assistant Id
      • Voice Calling with Assistants
  • Corpus
    • Overview
    • Features
      • Corpus Permissions
      • PII Redaction
      • ETag Setup for Corpus Incremental Refresh
    • Guides
      • Assistant Corpus Setup
      • Assistant Corpus Settings
      • Corpus Access Control
      • Corpus Connections
      • View Corpus Id
      • View Document Id
      • Tagging
        • Corpus tagging
        • Document tagging
  • Teams
    • Overview
    • Guides
      • Add a Team
      • Edit a Team
      • Delete a Team
      • View Team Id
  • Projects
    • Overview
    • Guides
      • Add a Project
      • Edit a Project
      • Managing Assistants in a Project
      • Delete a Project
      • View Project Id
  • User Settings
    • Overview
    • Features
      • Ejento AI User Access Levels
    • Guides
      • Add new user
      • Invite Users via Link or Email
      • View my User Id
  • API Keys
    • Overview
    • Guides
      • How to generate API Key and Auth Token
  • Workflows
    • Overview
    • Features
      • Workflow Access Control
    • Guides
      • Add Workflow
      • Workflow Chat
      • Workflow Edit Access
  • Tools
    • Overview
    • Guides
      • Tools Overview
      • Create External Tool
      • Connect Tool to Assistant
  • Analytics
    • Overview
    • Guides
      • Analyzing Data in the Analytics Dashboard
  • Chatlogs
    • Overview
    • Guides
      • Managing Chatlogs
      • View Chatlog & Chat thread Id
  • Integrations
    • Overview
    • Guides
      • Email Indexing
      • Microsoft Teams
      • Sharepoint Indexing
      • Google Drive Connector
      • MS Teams Integration Setup
      • Creating a Connection in Credential Manager
      • Slack App
      • Discord Bot
  • Ejento AI Shield
    • Overview
    • Features
      • Understanding Guardrails
    • Guides
      • How to enable Guardrails
  • Assistant Security
    • Overview
    • Features
      • Assistant Red Teaming
    • Guides
      • Red Team an Assistant
  • Permission Sets
    • Overview
    • Guides
      • Add Permission Set
  • Usage
    • Overview
    • Guides
      • Set Spend Limits
  1. Guides

Edit a Project

Rename a project or change who can access it. You can add or remove users and teams, and switch them between the Admin and Member roles.

How editing a project works#

You edit a project in its Project Settings window, which has the same fields as when you created it:
Project Name: the name shown in the Projects list and on the project's page.
Access Control: the users and teams that have access, with their role. Admin gives full control of the project and its assistants; Member lets people use the assistants without changing them. See this guide for details.
Changes apply when you click Update Project, which stays disabled until you change something. Because assistants inherit the project's access, a role change here also changes what that person can do with the project's assistants.

Use cases#

A new team member: Add a user who joined the team, with the Member role, so they can use the project's assistants.
Handing over a project: Give a colleague the Admin role so they can manage the project and its assistants while you're away.
Removing access: Remove a user who moved to another department so they no longer see the project's assistants.

Open the Projects section. If you're not sure how, see Add a Project.

1. Open the project's settings#

In the Actions column, click the edit (pencil) icon next to your project. The Project Settings window opens.
You can edit a project only if you have the Admin role on it, or you're its Owner.
Step 1 screenshot

2. Update the project name#

Change the name in the Project Name field.
Step 2 screenshot

3. Update access#

Under Access Control, use the Role dropdown to switch a user or team between Admin and Member, or click the trash icon to remove them. To give more people access, click Add User or Add Team and add them the same way as when you add a project.
You can't change the Owner's role or remove the Owner from the project.
Step 3 screenshot

4. Save your changes#

Click Update Project at the bottom right. The message Project updated successfully! appears.
Step 4 screenshot
Previous
Add a Project
Next
Managing Assistants in a Project