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.

Instruction Steps

Create a New Group

First, navigate to the Groups page by clicking Groups in the left navigation menu.

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

Group label cannot include special characters.
Group ID must be unique and cannot be changed later.

Create Projects Within the Group

All projects in Flywheel are associated with a group. To create a project within the group you just created:

Select the group from the list. You can use the search bar at the top of each column to filter the list.
Click the Projects tab.
Click Create New Project.
Enter a project name (you can edit the name later.)

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

Tip: To rename the group, click the edit icon (pencil) in the panel header. This icon is available from any tab in the group settings panel.

Create 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 within 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.

To add users to the project template:

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).
Optionally, enable Add user to all projects in this group to automatically add the user to existing projects as well as future projects.
Click Add.
Repeat for each user you want to add, then click Save to apply your changes.

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 Tab

This tab shows users with a group role. You must create a user before configuring them in the permissions tab.

To add existing users to the group:

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.
Click Add.
Repeat for each user you want to add, then click Save to apply your changes.

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

Rule Sets

Rule sets centrally manage import and export rules for the group. Rule sets defined at the group level are available to all projects within the group.

Learn more about configuring import and export rule sets.

Protocols

Protocols standardize data collection for your imaging study. A protocol defines the form readers complete in the V3 Viewer specifically for the task. Protocols are created at the group level and are available to the projects within the group.

Learn more about creating protocols.

De-ID

De-identification (De-ID) profiles remove or modify protected health information before data is stored. A De-ID profile enabled at the group level applies to all projects within the group.

Learn more about enabling a De-ID profile for a group.