Who can create a project? How to create a project?

Who can create a project? How to create a project?

Organisation Owners and Admins have the authority to create a new project. They can view all projects within the organisation, while other roles will only be able to view the projects they are associated with.

Follow these steps to add a new project:

1. Navigate to Org Home and select the Home option from the sidebar on the left.
2. Click on the “Add Project” button to open a pop-up window, allowing you to add a new project.

3. Choose setup options: Manual setup, Organisation template, and AI agent.

Guided manual setup

• Follow guided steps to configure review reasons and protocols where needed.
• Use sample reasons and preview sample protocols before adding them.

• Choose Skip for now for supported steps.
• Required criteria are checked when you submit the setup. Skipping a step does not remove the requirements needed to run AI later.
• A protocol is not required during setup if AI is not enabled.

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Create projects from organisation templates

• Preview a template before selecting it.

• Create an independent project using the template’s saved settings.

• Later template updates do not change projects already created from that template.

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Create AI agent project

• Start with a research question, PubMed search scope, and Auto-run preference.

• Choose extraction forms from built-in or organisation templates.

• The data extraction form can be edited later within the project.

Click on 'How to Setup a project' for a step by step guide on how to setup your project.