Help Center

Need help using Fulcrum? Get answers to your questions here.

What are projects?

To get to the project page, where you can manage and create project, click on the setup button from the homepage. This will open a dropdown menu where you will find the project button.

Projects can be used to separate your data into different groups. Once projects have been created and permissions granted to members, members can tag a record with one of the created projects.

  • Data can be filtered by projects.
  • Only members that have permission to a project will be able to see the data captured under that project.
  • Data can be exported by a specific project.

project creation page

Enabling/Disabling Projects For An App

Projects are disabled by default for apps, and can be enabled or disabled from the app dashboard.

When projects are disabled for an app, any records with a project set will have the project value removed (set to null).

Warning: Disabling projects will allow all users in an app to view and edit all records in the app.

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