Projects

Mange projects and permissions

A project is a particular aim that been carefully planned by an individual or a team. A project at Labii ELN & LIMS controls the permission of individuals working on the records of different table.

An organization can create multiple projects. Only administrators can create a new project within Labii.

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

Administrators do not have permission to add/edit records if they are not added to a project. However, they have view permissions even if they are not a member of a project.

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

Add Project

Manage projects

Once a project is added, project managers can manage all projects within the list view of projects and can access it by:

  1. Clicking the menu icon on the top left

  2. Click Settings

  3. Click on Projects

All the projects created within an organization are shown here and the columns for the projects are as follows:

  • Name - Name of the project

  • Description - Description of the project to help other members on your team to see what this project is for

  • Date Start - The start date for this particular project

  • Date End - The end date for this particular project

  • Is Archived - Mark the checkbox true if you’d like to archive a particular project

A user can edit the five columns above by simply hovering mouse to the field and a pencil icon will appear to edit/update that particular field.

Staying within the Project list view, there is the sidebar to the left:

  • Add Project - Click here to add a new project

  • Active Projects - Click here to see all the active projects within your organization

  • Archived Projects - Click here to see all the archived projects within your organization

  • Personnel - Click here to see all the personnels within your organization

  • Teams - Click here to see all the teams within your organization

  • Help - Link to our dedicated support and tutorial page with helpful videos as well

  • Send Feedback - Click here whenever you have a feature request or would like to submit feedback on how we can improve the platform for you

To the top there is the navbar:

  • “+” icon - Click here to create a new project

  • Search - Click the “search” icon to quickly find a specific project

  • Menu Drop List - Click on the “Menu” icon:

    • Ability to import and export

    • Links to quickly see all, active, or archived projects, personnel, and teams

  • Help - our dedicated support page with documentation/ screenshots/videos.

  • Ability to change the number of records per page

  • Starting at 10 up to 2000 per page

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:

  • Name - To change the name of the project

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

  • Date Start/End - The start & end date of this project

  • Should receive weekly digest - if the box is checked, managers will receive an email about the project performance

  • 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

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

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

  • 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

Staying within the detail view of projects, there is the sidebar to the left:

  • Tables - Click here to quickly access important tables such as experiments, protocol, files, etc.

  • Members - Click here to see all the members associated with this particular project

  • Personnel - To view all personnels within your organization

  • Teams - Click here to see all the teams within your organization

  • Projects - Click here to see all the projects within your organization

  • Reports - Click here to generate reports based on time, personnel, projects, etc.

  • Help - link to our dedicated support and tutorial page

  • Send Feedback - Click here whenever you have a feature request or would like to submit feedback on how we can improve the platform

Lastly, there is the navbar on the top:

  • Click the “+” icon to add a new project

  • Click the “More” icon for the drop-down list:

  • Quickly access tables, members, personnel, teams, and projects all associated within your organization

  • Reports - Click here to generate reports based on time, personnel, projects, etc.

  • Help - Link to our dedicated support and tutorial page

  • Send Feedback - Click here whenever you have a feature request or would like to submit feedback on how can improve the platform

Grant permission

Members/Teams can be added to a project at the detail view of the project. To add one or more members:

  1. Click on Settings

  2. Select Projects

  3. Click the “Project Name”

  4. Select Members from the sidebar

  5. Click the “+” icon on top of the navbar

  6. Fill in the form and click submit

Add members to a project

Manage members/teams

The list of members/teams that have access to a project is shown here. Update and edit the fields without leaving the page by hovering the mouse to the field and a pencil icon will appear to edit/update that particular field.

The columns are as follows:

  • Team - Can assign a particular member to a team if you’d like

  • Personnel - Name of the personnel

  • Project - Ability to see what project this particular member is associated with

  • Permission - Ability to view their permission level and can change it as well by clicking the pencil icon and the three options are as follows:

    • Admin - managers of the project

    • Edit - Able to add/change records belonging to this project

    • View - read-only to the project items

  • Is Archived - mark true if you’d like to block these members access from all data

A higher level of permission will be selected if a user has multiple permissions of a project. For example, if a user is added to a project with edit permission in the member section, and at the same time, the user is added with view permission with a team he/she belongs to in the team section. This user will have edit permission.