General Project FAQ's

Question: How do I set up a new project in Privv?

Answer: To set up a new project in Privv, please follow the steps below.

1. Click the + New button in the top right corner of the Projects page. This will open a pop-up window.
2. Fill in the appropriate information about the project. 
3. Click the green check mark at the top right of the pop-up window. 
4. The new project will now be visible on the Projects page. Click on it to go to your new project. 

Click the link here to see more info on setting up a new project.

Question: How do I set up a new user?

Answer: To set up a new user in Privv, please follow the steps below.

1. Click on Our Team in the navigation bar on the left. This page shows all the users that are a part of your team or within your company.
2. Click the + New button in the top right corner of the page. This will open a pop-up window.
3. Fill in the appropriate information about the new user. 
4. Assign the new user the appropriate role. 
   • The Admin role gives the user access to all projects within the company and the ability to add new users, projects, clients and vendors. 
   • The Manager role will NOT be able to invite or add company users to Privv.
5. Click the green check mark at the top right of the pop-up window.
6. An invitation email will send to the email address you provided for the user with a link for the user to set up their account and password.

Note: Only users with the Admin role may add new users. To switch to the Admin role, contact your company Privv administrator.

Question: How do I assign a user to a project?

Answer: To add an existing user to a new project, please follow the steps below.

1. Go to the Projects page.
2. Select the project you want to add the user to. 
3. Click People on the left sidebar.
4. Expand the dropdown for your company or your client/department.
5. Click the pencil icon at the top right of the dropdown. This will open a pop-up window displaying all the users within your company that can be added to the project.
6. Select the user(s) you would like to add to the project.
7. Click the green check mark at the top right of the pop-up window.
8. The user will receive an email indicating that they have been added to the project.
   • Note: You can turn this invitation email off by unchecking the box at the bottom of the pop-up window.

Note: You can set the user's permissions in the Permissions column in the dropdown for your company or your client/department. For more information on Permissions, click the link here.