Project Overview

This is the Project overview page, displaying a list of all the modules available in the project. You can always go back to this overview page by clicking on the Project name in the breadcrumb trail at the top of the page.

By clicking "view" at the right of the breadcrumb trail the view-mode (front-end) of the project opens in a new tab.

At the bottom of the page you can jump to the different Management and System tasks (note: some options are only available for Sysadmins or Lead experts with certain rights)

When starting a project you see a list of the modules currently present in your project. The list below shows all the possible modules, maybe not all of them are present in your project (depending on being activated or not).
You can jump to the module you want to view or edit by clicking the name.

Multi-access key
Project management
Single-access key
Taxon editor
User management

Management tasks
Furthermore you see some Management tasks, of which only “Activity log” is accessible, the others are sysadmin only.

Settings (sysadmin only!)
Activity log
Import data (sysadmin only!)

Every module has its own Wiki help page, when you go to a module you see a question mark at the top right corner, clicking it will lead you to the page with instructions on that module.
In fact, every screen has his own help text. When you go deeper in the module and click on the question mark you jump directly to the right position in the page where you find the information on this specific screen.

Quick start - Starting a new project

The definition of the following settings is mandatory (provided you want to use the modules involved)

Module Project management

Add the languages you want to use in your project (and click save)

Module Taxon editor

Click "taxonomic ranks".
- Define which ranks you want to use in the project
- Set the boundary between higher and lower taxa by maneuvering the red line
- Click "save selected ranks"
- Optionally, click "change the ranks' names and provide translations"

Click "passport categories".
- Create the appropriate categories (tabs) for the taxon pages
- Select which standard tabs you want to show
- Change the display order of the tabs
- Add translations, if applicable

Module Single-access/Multi-access key

Access the Single-access key module (or Multi-access key module > Management) > Define ranks that can appear in key. Set what ranks can appear in your keys.

Module Traits

Click Select project data types, add the relevant data types you want to use in the project (or all, when unsure).

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