Settings (Overview)

Overview

Manage content

Add collaborators

Setup coding fields

Modify view

Highlight keywords

Overview

Use Settings to manage your project, including content/records, collaborators, coding fields, and field display options. Select Settings from the left-side panel to access the available project settings.

Manage Content

Use Manage Content to add records to your project. You can upload from a spreadsheet or add records from another source, such as an iSearch URL. You can select which fields to include and configure their field types and other options, such as whether they are filterable.

Learn more in the Manage Content articles.

Add collaborators

Use Add Collaborators to give other users access to your project. Depending on the role you assign, collaborators can have different levels of access and permissions. For example, you may want someone to view the project without making changes or allow a colleague to assist with coding.

See the Adding Collaborators article for more information about user roles and permissions.

Setup coding fields

Use Set up Coding Fields to create and configure the fields you and collaborators will use to code records in your project. Standardized coding fields, particularly those that use vocabularies, can help improve coding consistency and make the results easier to analyze.

See the Coding Fields and Vocabularies article for more information.

Modify view

Use Modify View to customize how fields are displayed in your project, including in the Results Table and Record View. You can also toggle Manage Sections on in this screen to create sections and better organize related fields.

Note: Changes made in Modify View apply to all users in the project, and only Managers can make these changes.

See the Modify View article for more information.

Highlight keywords

Use Highlight to identify keywords of interest when reviewing records and see those terms in context. You can specify the keywords to highlight, choose a highlight color, and select the fields to search for each term.

See the Highlighting article for more information.