Help Article
Project Setup
Administration
Who can use this feature?
By default, Admin users with Project Setup permissions
Purpose
In Admin → Project Setup, you can manage collaborator roles and custom fields available for your firm’s projects.
Available actions:
- Add selectable roles for project collaborators
- Input and edit custom fields for project use
Collaborator Roles
This area is used to add and manage collaborator roles. Once added and saved, these roles can be selected when adding new project collaborators in Projects → Project Setup → Projects → Collaborators.
Use the following buttons to perform quick actions on each role:
- View role history (📅)
- Activate or deactivate the role (▶️/◼️)
- Edit the role (✏️)
- Delete the role (✖️)
Custom Fields
This area lets you add custom fields and labels for use across projects (e.g., DSA number, conformance tests, school district, etc.).
Want to keep learning?
Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk!