• Create a New Project
• Create a New Folder / Subfolder
• Create a Folder from a Template

Create a New Project

• To create a new project, either:
• Select Admin > Site > Create Project, or
• Click the Create Project icon at the bottom of the project menu.

• Enter a Name for your project. By default, the name will also be the project title.
• If you would like to specify an alternate title, uncheck the Use name as title box and a new box for entering the title will appear.
• Select a Folder Type, and click Next.
• Choose permissions for the project: My User Only, Copy from Existing Project or Configure Later. Click Next.
• Select Project Settings as desired (see list below), and click Finish.
• You will now be on the home page of your new project.

Project Settings:

• Properties
• Declare inheritance of permissions.
• Customize the look and feel of the project, including headings, colors, logos, and how to connect with project support.
• Customize settings used in system emails.
• Customize default formats for dates and numbers.
• Resources
• Customize the logo, icon, and stylesheets used in the project.
• Menu Bar
• Add or remove tools from the menu bar next to the project and folder menus.
• Folder Settings/Files tab
• Configure the file root for the project.
• Configure the data processing pipeline.
• Permissions
• Adjust permission settings.
• Define project groups and site groups.

Create a New Folder / Subfolder

• To add a folder to a project, navigate to where you want the subfolder. There are two options:
• Select Admin > Folder > Management and click Create Subfolder to create a new (child) folder.

• Or use the Create Folder icon at the bottom of the folder menu.

• Provide a Name. By default, the name will also be the folder title.
• If you would like to specify an alternate title, uncheck the Use name as title box and a new box for entering the title will appear.
• Select a Folder Type.
• Select how to determine Users/Permissions in the new folder.
• Click Finish.

Create a Folder from a Template

You can create a new folder based on an already existing template folder, selecting which objects to copy to the new folder.

• To add a folder to a project, select Admin > Folder > Management.
• Select the parent folder.
• Click Create Subfolder to create a new (child) folder.
• Provide a Name, and optional alternate title.
• Select the "Folder Type" radio button Create from Template Folder which will open new input options:
• From the dropdown menu, select an existing folder to use as a template.

• Select the objects you wish to copy from the template and whether to include subfolders. Note that when using a study folder as a template, the dataset data and specimens are not copied to the new folder.
• Click Next.
• Select how to determine Users/Permissions in the new folder.
• Click Finish to accept the defaults (you can change them later) and go directly to your new folder.
• Select Finish and Configure Permissions to open the folder permissions page. When you save and finish, you will be in your new folder.