Projects are the main way you organise your work in Connie. Once a project is set up, you can go back and edit it at any time, whether you need to update the project details, adjust who has access, or change which templates are available.
If you haven't created a project yet, take a look at this guide on how to create your first project.
Step-by-step guide
1. Go to Projects
Click Projects in the left-hand menu.
2. Open the project you want to edit
Find the project in your overview and open it.
3. Open the project settings
Click the Settings icon (⚙️) in the top right corner.
4. Edit the project details
You can update the following:
Project cover image (optional)
Project name
Project folder – move the project to a different folder if needed
Project owner – the person responsible for this project
Project description
Project period (optional)
5. Manage project access
Decide who can access this project:
Private to you – only you can see it
Full team access – everyone on your team can access it
Private to selected members and collaborators – choose who has access manually
6. Manage template availability
Decide which templates can be used in this project:
All templates – every template in your account can be used
Let me choose – select specific templates or folders
7. Manage advanced settings
Here you can update:
Issuing company – the company issuing contracts in this project by default
Default signer – the default issuer for contracts in this project
Project metadata / project reference – a project number, job ID, or similar
8. Click Save
You find the save button in the upper right corner of your screen. Your changes are applied immediately.