Skip to content

Create a Group and Project

Introduction

Groups and projects are the backbone of data organization in Flywheel and help to manage who can access data. Groups are typically created for each lab, virtual team, or collaboration partner. Projects represent an experiment or other collection of data.

Click Groups in the left navigation menu. From the Groups page you can:

Groups.png

Instruction Steps

Create a New Group

Click Create New Group, and enter the Group Label and Group ID.

e1428883-6370-47f2-966e-45ef9c529100.png

  • Additionally the Group Label can contain special characters. It is the group ID that cannot contain special characters.
  • Group ID must be unique and cannot be changed later on

Create Projects Within the Group

All projects in Flywheel are associated with a group.

To create a project within the group that was just created:

  1. Select the group from the list. You can use the search bar at the top of each column to filter the list.
  2. Click the Information tab.
  3. Click Create New Project.
  4. Enter a project name (the name can be edited later)

GroupInformation.png

Now that you have created a group and a project, you can begin to add users to them.

Create a Project Template to Simplify Configuring New Projects

Project templates configure the default users and their roles for projects within a group. Users added to the project template are automatically added to all future projects created underneath the group

You must create a user before adding them to the project template.

Tip: To only add users to existing projects but not future projects, add the user to projects using the Permissions tab on the Users page.

  1. Click Add.

    AddToProjectsTemplate.png

  2. Select a user. and choose a role. Note that this role is a project role (not a group role)

    By default, projects have Admin, read-write, and read-only permissions. However, Site Admins can create custom project roles (Learn more about custom roles). 3. Enable Add user to all projects in this group to automatically add the user to existing projects as well as future projects.

Additional Settings

The following settings are also available via the Groups page. You do not need to configure these right away, but as you continue to configure Flywheel to fit your workflows, you will likely want to come back to these settings.

Permissions

This tab shows users who have a group role. You must create a user before using this permissions tab.

To add existing users to the group:

  1. Click Add.
  2. Select a user from the list and choose a permission level. This permission level sets the group role. Group roles are Admin, read-write, and read.

Learn more about what users can do with each role in our article on roles and permissions.

Tip: To add users to a project without giving them a group role, add them via the Permissions tab in the project itself.

Tags

Create tags for annotating your data, or to help you mark data for a processing pipeline. Tags can also be used when querying data in Advanced Search or when creating a Data View. Creating tags is a 2-step process. First, create your new tags at the group level (only Site Admins can new tags.) Next, users can add those tags to data.

Learn more about using tags in Flywheel.

TagsGroupCreateTags.png