- Introduction
- Access Control
- Account Management
- Role-based access control (RBAC)
- Managing access
- Managing projects
IXP overview guide
Managing projects
This section describes how you can manage projects in IXP.
Projects can be similar to restricted workspaces. When you create sources and datasets, they are both linked to specific projects. Users must be part of a project and have the correct user permissions to view any of the data linked to it.
- For Automation Cloud users, every tenant has a default project that all users within the tenant can access.
- Before you upload data, create datasets, and train models, as a best practice, create a new project with limited access only to the users who need it.
- Once data sources are added to a project, these cannot be moved to another project without consuming additional AI units.
To create a new project, proceed as follows:
- Log into IXP, and select the gear icon to access the Administration page.
- Select the Manage Access tab.
- Select the plus
+button in the Projects section. - Select one of the following options: New Communications
Mining project or New unstructured document
project.
Note: Both options are displayed if you are part of the Generative Extraction for Unstructured and Complex Documents preview program.Figure 1. The project type option in the Manage Access tab
- Fill in the details of the new project as
follows:
For the Communications Mining project:
- Title - enter a title for your project, which will be displayed in the UI. You can edit the title later.
- Name - enter a name for your project, which will be used in the API. You cannot change the name once the project is created.
- Description - enter an optional description of the project, which will be displayed in the project title section. The description is editable.
- Project administrator - choose an
Automation Cloud user, including yourself, to be
the project administrator. At least one user is
required. You can add more users as project
administrators later.
Note: If you are an organization administrator and select another user as the founding user, you must add yourself to the project after it is created.
- Select Create.
Figure 2. The IXP side panel for creating a new project in the Manage Access tab
After you create the project, a new Communications Mining projects or Unstructured document projects section becomes visible under the Projects section, depending on the project option you previously selected.
Once you create the project, you can add users or groups, and create resources such as data sources and datasets within the project.
To edit or delete a project, proceed as follows:
- Select a specific project in the Manage Access tab
- Select the ellipsis for the project name.
- Select Edit or Delete.
- Edit - allows you to update the Title and Description.
- Delete - prompts a warning pop-up that this action is permanent. Next, select the Delete button in the warning pop-up to confirm the deletion.
Figure 3. The Edit and Delete buttons for a project in IXP
