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Project

In ABC User Feedback, a project is the most basic unit for collecting and analyzing feedback. This document covers features from project creation to team management and permission settings.


Project Overview

Projects have the following hierarchical structure:

Tenant
└── Project (multiple allowed)
├── Channel (multiple allowed)
├── Members and Roles
├── Issue Tracker Integration
├── Webhook Integration
├── AI Features
└── API Keys

Each project is a management unit that includes multiple channels, and can independently set and operate team members, roles, issue tracker integration, external system integration, etc.


Creating a Project

Access Permissions

Only Super users can create projects. Regular users can participate by being invited as members to existing projects.

If you need Super user permissions, please contact your system administrator.

Access Method

There are two ways to create a new project:

  1. First login: The project creation wizard automatically starts
  2. Additional projects: Click the Create Project button at the top of the left sidebar

Step 1: Project Basic Information

create-project-1

When creating a project, enter the following information:

ItemDescriptionExample
NameProject name (required)Mobile App, Customer Service, Beta Service
DescriptionBrief description (optional)iOS/Android app user feedback collection
Time ZoneUsed as the time reference for feedback and reports (required)Asia/Seoul

The time zone affects dashboard statistics.

After completion: After entering all information, click the Next button.

Step 2: Add Team Members (Optional)

create-project-2

This step can be skipped. You can add members later from the project settings at any time.

Adding Members

  1. Click the Register Member button at the top right
  2. Enter the following items:
    • Email: Select a user registered in the system
    • Role: Choose from Admin, Editor, or Viewer

If you want to use custom roles, click the Role Management button for additional settings.

After completion: Check the member list and click Next.

Step 3: Generate API Key (Optional)

create-project-3

API keys are used when collecting feedback from external systems. You can generate them later from the settings menu, so you can skip this step now.

Key Generation Method

  1. Click the Create API Key button at the top right
  2. The key is automatically generated and displayed in the list
  3. Copy the generated key and store it in a safe place

Project Creation Complete

create-project-4

After completing all steps, a summary screen appears:

  • Project information: name, description, time zone
  • Member list
  • Generated API keys
  • Role settings status

Next Steps

  • To immediately create a channel and start collecting feedback, click the Create Channel button
  • Or click the Later button to create it later

Managing Project Settings

project-setting.png

Access Method

To change project settings:

  1. Click Settings in the top menu
  2. Select Project Setting from the left menu

Editing Basic Information

You can modify the following items at any time:

ItemDescriptionNotes
NameProject nameName displayed to team members
DescriptionDescription (optional)Purpose of the project
Time ZoneTime reference for statistics and time-related dataChanges do not affect existing data

Save method: After making changes, click the Save button at the top right.

Notes on Time Zone Changes

  • Does not affect the time information of existing feedback/issues
  • Data inconsistencies may occur in dashboard statistics after changes.

Deleting a Project

Deletion Procedure

To completely delete a project:

  1. Click the Delete Project button at the bottom of the Project Setting screen
  2. Enter the project name exactly in the confirmation popup
  3. Click the Delete button to finalize

Deletion Notes

  • All feedback, issues, and settings within the project will be permanently deleted
  • Cannot be undone, so backup or export is recommended beforehand
  • Connected channels and API keys are also removed upon deletion

Member Management

member-setting.png

Viewing Member List

To view members currently participating in the project:

  1. Click Settings in the top menu
  2. Select Member Management from the left menu

The member list displays the following information:

ItemDescription
EmailAccount email
NameUser name (from profile)
DepartmentDepartment
RoleRole within the project
JoinedProject participation date

Inviting New

member-register.png

Invitation Procedure

  1. Click the Register Member button
  2. Enter invitation information:
ItemDescription
EmailEmail of the user to invite
RoleRole to assign (Admin, Editor, Viewer, etc.)
  1. Click the Invite button to complete the invitation

Editing Member Information

To modify existing member information:

  1. Click the row of the member you want to edit in the member list
  2. In the popup, you can modify the Role:
  3. Click the Save button to save changes

Removing Members

To remove a member from the project:

  1. Click the Delete button at the bottom of the member edit popup
  2. Click Confirm in the confirmation message

Removing a member does not delete feedback/issue records created by that user; only project access permissions are removed.


Role and Permission Management

role-setting.png

Default Roles

The system provides the following default roles:

RolePermission Summary
AdminAccess to all features. Includes project deletion
EditorCan create, modify, and delete feedback/issues. Cannot access settings
ViewerView only. Cannot modify, delete, or access settings

Creating Custom Roles

role-create.png

You can create custom roles when more granular permissions are needed:

  1. Click the Role Management link in the Member Management screen
  2. Click the Create Role button
  3. Enter the role name and permissions:

Permission Settings

For each role, you can set the following feature-specific permissions:

Feedback Permissions

Permission ItemDescription
Download FeedbackDownload feedback data
Edit FeedbackEdit feedback
Delete FeedbackDelete feedback
Attach/Detach Issue in FeedbackLink/unlink issues with feedback

Issue Permissions

Permission ItemDescription
Create IssueCreate issues
Edit IssueEdit issues
Delete IssueDelete issues

Project Management

Permission ItemDescription
Edit Project InfoEdit project information
Delete ProjectDelete project

Member Management

Permission ItemDescription
Read Project MemberView project members
Create Project MemberInvite project members
Edit Project MemberEdit project members
Delete Project MemberRemove project members

Role Management

Permission ItemDescription
Read Project RoleView project roles
Create Project RoleCreate project roles
Edit Project RoleEdit project roles
Delete Project RoleDelete project roles

API Key Management

Permission ItemDescription
Read API KeyView API keys
Create API KeyCreate API keys
Edit API KeyEdit API keys
Delete API KeyDelete API keys

Issue Tracker

Permission ItemDescription
Read Issue TrackerView issue tracker
Edit Issue TrackerConfigure issue tracker

Webhook Management

Permission ItemDescription
Read WebhookView webhooks
Create WebhookCreate webhooks
Edit WebhookEdit webhooks
Delete WebhookDelete webhooks

AI and Channel Settings

Permission ItemDescription
Read Generative AIView AI settings
Edit Generative AIEdit AI settings
Permission ItemDescription
Edit Channel InfoEdit channel information
Delete ChannelDelete channel
Read FieldView fields
Edit FieldEdit fields
Read Image SettingView image settings
Edit Image SettingEdit image settings
Create ChannelCreate new channels

Permission Setting Tips

Security Best Practices

  • Principle of least privilege: Grant only the minimum permissions necessary for work
  • Regular review: Check permissions when team changes or employees leave
  • Limit Admin role: Keep the number of administrators as small as possible

Editing and Deleting Roles

  • Edit: Click the desired item in the role list to modify the name and permissions
  • Delete: Roles not in use can be deleted with the Delete button

Note: At least one Admin role must always exist and cannot be deleted.