Project Admin Guide
This guide covers everything you need to configure and manage your EC-Permit projects. From creating form types to managing team permissions.
Admin Permissions Required
The features in this guide require project admin permissions. If you can't access certain features, contact your project administrator.
Project Configuration
Project Setup
Initial project configuration, settings, and preferences.
Managing Users
Invite users, manage team members, and handle access requests.
Managing Roles
Create custom roles with specific permissions for your workflow.
Form Type Designer
Creating Form Types
Design new form types from scratch or using AI assistance.
Workflow Editor
Configure statuses, actions, and approval chains visually.
Question Types
Learn about all available question types and their options.
PDF Template Editor
Customize how forms are exported as PDF documents.
Advanced Features
Dashboard & Analytics
View project statistics, form metrics, and team performance.
VIP Features & Store
Upgrade your project to unlock advanced features.