Frequently Asked Questions


How do I create a project?

Once you have logged in, you will be directed to the "Projects" page which will look like the image below when you log in for the first time.

Click on the "Start a new project" button and an input box will appear where you can enter the Project name and description, set a completion date, invite team members and also create the initial steps. This information can also be inputted or edited later, so you can also invite more team members and create more steps within the project.


Who has the authority to create a project?

The person who created the Stepsie account and any user that has been given 'admin' authority has the access to create a project in a workspace. You can be a Stepsie user by:
a) creating an account or 
b) being invited to a project. 

How can I give a user 'admin' rights?

To give a user admin rights firstly you need to be the owner of the workspace. Select the 'people' link which is located in the header toolbar.