8. Setup

If you are a Premium User (i.e. Site Administrator, Project Administrator, or Production Manager) you will be able to set up the attributes within a project and you will have access to the Setup menu.

The tools in the Global section of the ribbon can apply to all projects under a site.  The rest of the tools are project specific.

All the Setup tools work in a similar way.  The Attributes are displayed in a grid that can be grouped by dragging a column header to the gray area at the top (if the grid is not hierarchical). The left side of the screen has a menu for adding or modifying the items in the grid.  Changes are saved automatically.

For a detailed overview of how to set up projects please reference this short webinar recording.