Project Info Panel

The Project Info Panel opens when you click the green circle icon on a project row in the Accounts Page. It provides a quick overview of a project without navigating away.

The panel has three tabs: INFO, USERS, and EVENTS.

INFO tab

(Project Info Panel — INFO tab)

The INFO tab displays the project’s core details:

Field	Description
Project Name	The display name of the project
Job No.	The job number assigned to the project
Revision	The current revision number
Description	A short summary of the project
Client	The client the project belongs to
Std Framework	The standards framework (e.g. IEC, ATEX) applied to the project
User Defined Fields	Expandable section with any custom fields configured for the project

USERS tab

(Project Info Panel — USERS tab)

Owner & Manager only

The Add/Invite button and Edit dropdown are only available to users with Owner or Manager permissions.

The USERS tab lists everyone assigned to the project and provides controls for inviting, editing, and removing users.

Column	Description
Name	The user’s display name
Role	Their role on the project (e.g. Account Manager, Project Editor)
Active	Whether the user is currently active
Joined Date	When the user was added to the project
Updated By	Who last modified the user’s record
Updated Date	When the record was last modified
Last Project Access	When the user last opened the project

Toolbar

Button	Description
Add/Invite	Opens the invite form to add a user to the project by email address. See Inviting Users.
Edit	Dropdown with actions for the selected user (see below).

Edit dropdown

Select a user row, then click Edit to access the following actions:

(Edit dropdown — user management actions)

Action	Description
Set Role to ‘Project Manager’	Grants the selected user full project management access.
Set Role to ‘Editor’	Allows the user to view and make changes.
Set Role to ‘Read-Only’	Restricts the user to viewing only.
Activate User	Restores access for a previously deactivated user.
Deactivate User	Temporarily blocks the user from accessing the project. The user remains in the user list and can be reactivated later.
Remove User	Removes the user from the project entirely. Re-inviting is required to restore access.

EVENTS tab

(Project Info Panel — EVENTS tab)

The EVENTS tab shows recent activity for the project. Columns include:

Column	Description
Event Type	The kind of event (e.g. import, export, backup)
Result	Whether the event succeeded or failed
Initiated By	The user who triggered the event
Date/Time	When the event occurred
Download	A link to download the event’s output file, if available

Related Topics

• Accounts Page Interface — Main screen layout, toolbar, and project grid
• Owner & Manager View — Additional controls visible to Owners and Managers
• Inviting Users — Adding users via the USERS tab