Create a project

Projects are the highest level for organising your Design cases in the Shoreline app. Any case you create will sit within a project folder. You can also organize your cases into project subfolders called groups.

Create a project

1. Go to the Shoreline web app.
2. Click Add on the left side of the page.
3. Enter a Project name.
4. Click Add.

Manage your projects

After you’ve created a project, you can edit it, create groups, and create cases.

Edit a project

1. Click the three-dot overflow menu icon at the top right of the relevant project.
2. Click Edit project.
3. Rename the project or manage user permissions as required.
4. Click Save project.

Sharing a project

Sharing projects allows you to collaborate with colleagues on cases and various projects. Projects can be private or shared with others.

1. Select the project you would like to share.
2. Click the three dots at the top right corner of the project folder.
3. Select Edit Project from the dropdown menu.
4. In the project settings panel, choose the user(s) you want to grant access to. Select the dropdown menu and specify the appropriate permission you would like them to have (Read, Write, or Admin).

Understanding Access Levels

Shoreline supports three access levels to suit different collaboration needs: Read- users with read access can view the contents of the project but cannot make any changes. This is suitable for reviewers or stakeholders who only need visibility. Write- access allows users to view and modify project content. They can edit configurations, make updates, and contribute actively to the project. Admin- users have full control over the project. In addition to read and write capabilities, they can manage sharing settings, add or remove users, and change permission levels.

info

when reaching out to support with a case related issue, make sure to share the case you would like us to trubleshoot, and that you have granted 'write' access to the support user on your platform.

Create groups

Groups are project subfolders that help you to organize your cases.

1. Click the three-dot overflow menu icon at the top right of the relevant project.
2. Click Add group.
3. Enter a name for the group.
4. Click Submit.

You can click the three-dot menu on any group and click Add subgroup to create nested folders.

Delete a project

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Deleting a project is permanent and irreversible. Only delete a project you are certain you won’t need again.

1. Click the three-dot overflow menu icon at the top right of the relevant project.
2. Click Delete project.
3. Click Delete to confirm.