Docs/Project Admin/Project Setup

Project Setup & Configuration

Configure your project's basic settings, customize branding, and set up notifications to match your organization's needs.

Accessing Settings

Click Settings in the sidebar to access project configuration. Only project admins can view and modify these settings.

Basic Information

Core project details:

  • Project Name

    The display name shown throughout the app

  • Project Code

    Short identifier used in form numbers

  • Address

    Physical location of the project/site

  • Completion Date

    Expected project end date

  • Description

    Additional details about the project

Branding & Logo

Customize your project's appearance:

  • Project Logo: Upload your company or project logo (shown on cards and PDFs)
  • Primary Color: Theme color for UI accents (VIP feature)
  • PDF Header Logo: Logo specifically for PDF exports

VIP Feature

Custom branding (colors, PDF logos) is available with VIP subscription. Free tier projects use the default EC-Permit branding.

Localization

Language and regional settings:

  • Default Language: English, Traditional Chinese, or Simplified Chinese
  • Date Format: How dates are displayed in the project
  • Time Zone: For accurate timestamps

Notification Settings

Configure how notifications are sent:

Email Notifications

  • • Enable/disable email notifications for the project
  • • Set which events trigger emails
  • • Configure daily digest summary

Danger Zone

Archive or Delete Project

  • Archive: Makes the project read-only. Can be unarchived later.
  • Delete: Permanently removes the project and all its data. Cannot be undone.

Data Loss

Deleting a project permanently removes all forms, form types, and user associations. Consider archiving instead if you might need the data later.