Labii Documentation
HomeFree SignupFree DemoContact Us
  • Getting Started
    • Introduction
    • Quick Start
  • User Guide
    • Interface
      • Side Menu
      • Views
    • Add Record
      • Add a project
      • Add a blank record
      • Add records in bulk
      • Add a record from a template
      • Add record(s) from file(s)
      • Add a template
    • Record List View
      • Table List View
      • Project List View
      • Row List View
      • ❗Import Records
      • Export Records
      • Bulk Operations
        • Bulk Edit Columns
        • Bulk Edit Sections
        • Bulk Print Detail
        • Bulk Print Labels
        • Bulk Print Barcodes
        • Bulk Print QR Codes
        • Bulk Download
        • Use Selected to Add Blank Record
        • Use Selected to Bulk Add Records
    • Record Detail View
      • Columns
      • Sections
      • Notes
      • Signers
      • Versions
      • Activities
      • Visitors
      • Permissions
      • Section
      • Actions
        • Sign
        • Print
        • Share
    • Navbar
      • Search
        • Global search
        • Search at list view
        • Search query
      • Scan
    • Side Menu
      • Dashboard
      • Calendar
      • Notifications
      • Reload Organization
      • Switch Organization
      • Change Data Center
    • Accounts
      • Authentication
      • Setup an account
      • Create an account
      • My Profile
    • AI Integration
      • Prompt box
      • Prompt template
      • ProtocolGPT
      • AI in Widgets
      • Use cases
  • Admin Guide
    • Organization
    • Backups
    • Personnel
    • Certifications
    • Teams
    • Projects
      • Members
    • Applications
    • Tables
      • Columns
      • Sections
      • Filters
    • Workflows
    • Widgets
    • Subscriptions
    • Credits
    • Invoices
    • Single Sign On
      • Google G Suite
      • Okta
      • OneLogin
      • Microsoft Azure
    • API Keys
  • Widgets
    • Overview
    • Column Widgets
      • Form
        • Text inputs
          • Text
          • MultilineText
          • RichText
          • Number
          • RangeUnit
          • Email
          • Phone
          • Secret
          • Link
          • Address
        • Boolean
          • Checkbox
          • Switch
        • DateTime
          • Date
          • Time
          • DateTime
          • Appointment
          • TimeStamp
          • Timezone
        • Dropdown
          • Select
          • MultiSelect
          • ForeignKey
          • ForeignKeys
          • Member
          • Members
        • File
          • Files
          • Image
          • File Path
          • File Size
          • File Antivirus Status
      • Barcode
        • Barcode
        • QR Code
      • Calculation
        • Formula
        • Numbering
        • RowCount
        • Consumption
      • Integration
        • API
          • API
        • Dropdown
          • API ForeignKey
          • API ForeignKeys
      • Column
        • Record Citation
        • Column Citation
        • Column Data
        • Column Addition
      • Regulation
        • Signature
          • Signature
          • Open Signature
          • Signature Status
      • ❗Chemistry
      • ❗PubMed
      • ❗Device
      • ❗Integration
      • Advanced
        • Subtitle
        • Rating
        • Nested Fields
        • Storage
        • Storage Coordinates
    • Section Widgets
      • Office
        • Text
          • Plain Text
          • CKEditor Classic
          • CKEditor Balloon
          • CKEditor Document
          • CKEditor Restricted
          • CKEditor Classic Controlled
          • Code Editor
        • ❗Table
        • File
          • Files
          • File Preview
        • Google Drive
        • Drawing
        • G Suite
        • Microsoft Office
      • Data Display
        • Columns
          • Columns
          • Metadata
        • Sections
          • Section Display By Record
          • Section Display By ForeignKey
        • Record List
          • Record List
          • Record List by Column
          • Record List by ForeignKey
          • Record List by Query
      • ✅Regulation
        • Signers
        • ✅Audit Trail
          • ✅Activities
          • Versions
          • Visitors
      • Process Management
        • Flowchart
        • Steps
      • Diagram
        • Mermaid
        • Gantt Chart
        • Stage Flowchart
        • Relation Flowchart
      • Reference Manager
      • Biology
        • Molecular Biology Suite
          • Plasmid Editor
          • Open Vector Editor
        • Microplate
          • 6-Well Plate
          • 12-Well Plate
          • 24-Well Plate
          • 48-Well Plate
          • 96-Well Plate
          • 384-Well Plate
          • Flexible Well Plate
        • Sample Aliquoting
        • Assay
          • ELISA Standard Curve
          • ELISA Qualitative
          • Dose Response Curve
        • Protein
          • MolStar
          • RCSB Saguaro
        • Bioinformatics
          • QUiCKR Analysis
          • CRISPResso2
      • Chemistry
        • Chemical Formats
        • Chemical Drawing
        • Chemical Analysis
        • Chemical Reaction
      • Combination
        • Clinical Genomicist Workstation
      • Productivity
        • ✅Calendars
          • Calendar
          • Scheduling
        • Automation
          • Workflows
        • Ungrouped
          • Storage Map
        • Table of Contents
        • Communication
          • Email Template
          • Notifications
          • Comments
        • Barcode
        • ToDo
        • Timer
      • Report
        • Record Summary
          • Record Summary
        • Data Driven Charts
          • Chart By Category X
          • Chart By Numeric X
        • Custom Input Charts
          • Data Visualizer
    • Dashboard Widgets
      • Labii
      • Shortcut
        • Applications
        • Links
        • Filters
      • Productivity
        • Office
        • Flowchart
        • Section
        • Project Management
          • ✅Tasks
        • Summary
      • ✅Reports
        • Record Summary
          • Record Summary By Date
          • Record Summary By Tables
          • Record Summary By Projects
          • Record Summary By Users
        • Data Driven Charts
          • Chart By Category X
          • Chart By Numeric X
        • Matrix
          • Record Count By Filter
        • Audit
          • Storage Audit
      • Integration
        • Quickbooks
          • Quickbooks Customers
          • Quickbooks Accounts
          • Quickbooks Items
          • Quickbooks Invoices
  • API
    • Concepts
      • How to get token from Labii ELN & LIMS
      • How can I load Labii data from API into DataFrame
    • Methods
      • Authentication
      • Notification
      • Organization
      • Personnel
      • Team
      • Organization Widget
      • Statement
      • Backup
      • Project
      • Member
      • Table
      • Column
      • Filter
      • Row
      • Cell
      • Section
      • Activity
      • Version
      • Visitor
      • Workflow
      • Step
      • Widget
    • Variables
    • SDK
      • API Client (python)
      • API Client (javascript)
      • SDK (python)
      • SDK (javascript)
      • Examples
  • Applications
    • Electronic Lab Notebook
      • ELN for Research and Development
      • ELN for Production
      • ELN for ELISA Data Analysis
      • ELN for Dose Response Curve
    • Process Management
      • ❗Report creating process in diagnosis testing
      • ❗Email follow up process in CRM
      • ❗Management of the purchasing, approval, and ordering processes.
    • Sample Management
      • Sample Receiving
      • Track sample consumption
      • Aliquots Management
    • Equipment Management
      • ❗Equipment Scheduling
      • ❗Equipment Maintenance
    • Inventory Management
      • Barcode System
      • Stock Checkin and Checkout
      • Storage Management
      • ❗Purchase Management
    • Laboratory Information Management System
      • LIMS for Sample Testing
      • LIMS for NGS
    • Customer Relationship Management (CRM)
      • Quickbooks Integration
    • Document Management
    • Chemical Registration
    • Mouse Colony Management
    • Diagnostic Testing
    • Diabetes Tracker
    • Project Management
      • Task Management
      • How to manage research goals
    • Reference Management
    • Training Management
  • Support
    • Overview
    • Documentation
    • YouTube
    • Videos
    • Tickets
    • Chat with us
    • Schedule a meeting
    • Take a survey
    • Resources
    • Download
    • Blogs
    • FAQ
    • Other
      • Guidelines for Preparing Documents on Research Needs for Labii Configuration
Powered by GitBook
On this page
  • Overview
  • Relationship between People, Team, Projects, Members, Records
  • List of projects
  • Search projects
  • Filter projects
  • Project detail
  • Add project
  • Change project order
  • Import projects
  • Export projects
  • Delete project
  1. Admin Guide

Projects

Mange projects and permissions

PreviousTeamsNextMembers

Last updated 4 months ago

Overview

A project is a particular aim that been carefully planned by an individual or a team. In Labii, a project serves as a container of records and is similar to a folder.

There are 3 different permission levels when joining a project:

Permission
Description
Assign to

Admin

Can edit project, can view/edit records of the project

Project manager

Edit

Can view/edit records within a particular project

Project member

View

Can only view records of a particular project

Members who do not need edit permission

The administrators can view all records even if they weren't granted any permissions at the project level. Edit permissions, however, are required for them to add a new record to the project or edit an existing record.

When a project is archived, all records become read-only.

Relationship between People, Team, Projects, Members, Records

A project acts as a valve between users and records. If a user has Read/Write permissions for a project, he/she can read/write all records in that project.

  1. People can be grouped into Teams.

  2. A Member determines whether People or Team have Read/Write access to a Project.

  3. Each Record can be assigned to one or more Projects.

  4. When configured, People on the left can view/edit Records on the right.

List of projects

Once a project is added, project managers can manage all projects within the list view of projects and can access it by clicking Settings at the side menu and then select Projects.

Search projects

You can search projects by typing a keyword into the search bar in the project list view, and then clicking Search. The search results can always be cleared by clicking the Clear button.

Filter projects

With the Filter function, you can limit the number of teams displayed. You can do that by clicking Active projects and then selecting a filter from the dropdown. Here are a list of filters:

  • All projects. Filter to display all projects.

  • Active projects. Filter to display the active projects.

  • Archived projects. Filter to display the archived projects.

Project detail

Click a project name in the list view to see the detail of a project. Here are the fields that can be updated by clicking the pencil icon:

  • Overview

    • Sid - Static encrypted identifier.

    • Name - To change the name of the project

    • Description - Give a description of the project, such as "Protein Team Project"

    • Parent - The parent project of the current project

    • Date Start- The start date of this project

    • Date End - The end date of this project

    • Order - The order to display the project

    • Color - Color of folder icon

    • Updated By - The Personnel who updated any of the fields listed above

    • Date Updated - automatically captured in the background within Labii ELN & LIMS when changes are made

  • Permissions

    • Open to Organization - If checked, all members of the organization can view/use the project. The default setting is false/uncheck the box

    • Open to Public - If checked, anyone has Labii account can view/use it. Check this option if you are vendors or reagent suppliers

  • Settings

    • Color - Color of folder icon

    • Should Open In New Tab - If true, a record will open in a new tab when clicked from the list.

  • Metadata - For each metadata, the label and value need to be provided. Multiple metadata can be added via clicking Add Metadata button

  • Archive this project

    • Is Archived - Ability to archive a member, if checked, the member’s access will be blocked

Add project

To add a new project, do the following:

  1. Click the menu icon on the top left

  2. Click Settings

  3. Click on Projects

  4. Click the “+” icon in the navbar

  5. Fill in the form and click submit

When a parent project is selected, the new project will carry over the same permission settings. However, you can always modify the permission for the new project.

Change project order

You can update the project order by dragging the project to the desired position in the project list view.

Import projects

Multiple projects can be created simultaneously using Import. You can do this by clicking Import in the project list view.

Export projects

You can export a list of projects by clicking Export button and select one option from the dropdown.

Delete project

It is not possible to delete a project, but you can archive it or rename it and use it in another project.