Clients, Projects & Items

What are Clients, Projects & Items?

ReviewSpace is designed to help you organise your work hierarchically into clients, projects and items.

Clients are at the top of the structure, within a client you can create multiple projects and within each project you can store multiple items (files, discussions, lists).

For example, you may do work for a company called Acme Inc. You have been working with them for a year and have conducted multiple projects, one to redesign their website, one to create a TV advert and one to help with a full web, print & branding campaign for their launch of a new car.

In this example you would create a client called Acme Inc. Within this you would create 3 projects Website redesign, TV advert and Car Launch Campaign. Within each of these projects you can store files, discussions and lists.

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How can I add a client?

You must be a system admin or client admin to add new clients.

  1. From the Home page click the Clients tab
  2. Click the red plus icon
  3. Enter a name for your client
  4. Click Add Client

The client name is not unique, and can be anything of your choosing, it must be no more than 50 characters in length.

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How can I edit a client name?

You must be a system admin or client admin to edit a client name.

  1. From the Home page click the Clients tab
  2. Hover your mouse cursor over the client you wish to edit
  3. An Edit Client Name link will appear below the name, click this
  4. Enter the new name in the dialog box and click OK
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How can I delete a client?

You must be a system admin to delete a client.

Deleting a Client cannot be undone! All projects, items & files will be deleted immediately and cannot be recovered.

  1. From the Home page click the Clients tab
  2. Hover your mouse cursor over the client you wish to delete
  3. A Delete Client link will appear below the name, click this
  4. Ensure you have chosen the correct client to delete and click OK to confirm deletion
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I can't see a client, why not?

If you are a standard user you will only be able to see clients which contain projects you are a member of.

If you had access to a client previously but can no longer see it you may have been removed from a project, it may have been deleted or had its name changed.

If you are a system admin or client admin and you cannot see a client it may have been deleted or had its name changed.

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How can I edit a project name?

You must be a system admin or client admin to edit a project name. If you are a client admin you must be a member of the project.

  1. Navigate to the client your project is in
  2. Hover your mouse cursor over the project you wish to edit
  3. An Edit Name link will appear below the name, click this
  4. Enter the new name and click OK

You can also do this from within a project. Navigate to the Overview tab and use the Edit Project Name link in the Project Options panel on the right hand side.

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How can I delete a project?

You must be a system admin or client admin to delete a project. If you are a client admin you must be a member of the project.

Deleting a project cannot be undone! All items & files will be deleted immediately and cannot be recovered.

  1. Navigate to the client your project is in
  2. Hover your mouse cursor over the project you wish to delete
  3. A Delete Project link will appear below the name, click this
  4. Ensure you have chosen the correct project to delete and click OK to confirm deletion

You can also do this from within a project. Navigate to the Overview tab and use the Delete Project link in the Project Options panel on the right hand side.

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I can't see a project, why not?

If you are a standard user you will only be able to see projects which you are a member of.

If you had access to a project previously but can no longer see it you may have been removed from it, it may have been deleted, had its name changed or set to complete.

If you are a system admin or client admin and you cannot see a project it may have been deleted, had its name changed or set to complete.

To view completed projects:

  1. Navigate to the client your project is in
  2. Click the Show Completed Projects button at the top of the project listing
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I don't want to be part of a project, how can I leave?

If you no longer wish to participate in a project you can leave the project. This will mean you will no longer see it in your recent activity feed and won't receive email updates. If you are a standard user you will not be able to get back into the project once you have left.

  1. Navigate to the project you wish to leave
  2. In the Overview tab click the Leave Project link which you can find under Project Options on the right side of the page

You can also do this directly from the activity feed page.

Also see How can I stop email notifications?.

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What are project messages?

Project messages enable you to send a group message to all members of the project, the message is archived within a project for future reference.

When you send a message it is emailed to all members unless they have turned off email alerts for that project.

To send a message:

  1. Navigate to the messages tab within a project
  2. Enter your message in the box provided and click send message
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How can I stop email notifications?

You can choose to stop receiving project email messages on a per project basis.

  1. Navigate to the project you no longer wish to receive messages for
  2. Click the Overview tab, on the left side of the screen there is an Email Notifications toggle
  3. select No to turn off notifications
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Why didn't I get an alert about something that happened?

For most actions that occur within a project you will be sent an email notification to make you aware that something has been updated. There are some cases where emails will not be sent, this is to ensure you don't get overloaded with alerts.

You will not receive alerts when list-items are created, or checked off. You will not receive alerts when items are deleted.

Email notifications are sent for the following actions.

If you are not receiving alerts for the actions above check that your Email Notifications setting has not been switched off. How can I stop email notifications?.

If you continue to have issues check with your system administrator that ReviewSpace emails are not being blocked by your spam filter.

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How can I invite a user to join a project?

  1. Navigate to the project you wish the user to access
  2. Click on the People tab and click the red plus icon
  3. Type the users email address into the box provided (if the user is already on the system their address will be auto completed as you type)
  4. If you wish to invite multiple people you can type multiple email addresses in this box, just separate them with a comma
  5. Click Add People

After inviting a user you may wish to give them additional permissions, see How can I give users permission to invite people and create items? for more information.

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How can I remove a user from a project?

  1. Navigate to the project and click the People tab
  2. Hover over the user you wish to remove
  3. Under the users name a remove from this project link will appear, click this
  4. Confirm you wish to remove the user
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Why can't I see anything on my recent activity feed?

The home page in ReviewSpace displays an overview of recent activity in all the projects you are part of.

If you see nothing at all in your feed it is because you are not part of any projects.

If you see a list of projects but no activity attached, it is because there has been no activity.

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