Advice and answers from the UserGuiding Team
Users
Engagement
Settings
Project Overview
View and manage your project details, members, and settings from a central location.

Overview

The Overview page provides a comprehensive snapshot of your current project and is accessible under Project Settings on the Settings page.

 

What You Can Do on the Project Overview Page

  • Edit Project Details:
    You can view and update your project name, as well as choose a new icon color.
  • View Project Members:
    All team members assigned to the selected project will be listed here.
  • Manage Team Members:
    Use the search bar to find specific users, or click 'Manage Team Members' to edit current team members or add new members to your project.
  • See Member Details:
    For each team member, you’ll see their name, email, assigned role, and the projects to which they have access.

 

This page helps you quickly review and adjust your project’s setup without navigating through different sections.

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