Tutorial: Quick set up of platform + Create a new project (intro to Admin Users)
Overview
How do I set up CxPlanner company license and create my first project?
This guide explains how to set up the CxPlanner platform and create your first project, including adding your company branding, configuring project details, and inviting users.
When and why to use this
Use this process when:
- You are logging into CxPlanner for the first time and need to configure your company profile.
- You want to create your first project or add additional projects.
- You need to invite and assign roles to team members.
What the system does:
- Saves your company branding for use in all exports.
- Creates a new project space with selected modules and custom fields.
- Sends user invitations and assigns roles.
Limitations and notes:
- Only company admins can perform this setup.
- Be careful when assigning Admin roles to avoid accidental changes or deletions.
- Sandbox projects do not count towards your license.
How to - step by step
- Log in to CxPlanner
Go to the CxPlanner login page and enter your credentials.
- Access account settings
Click your avatar in the top-right corner and select Account Settings.
- Upload company logo
In Company Profile, upload your logo for use in exports and reports.
- Navigate the sidebar
Use the left sidebar to explore Home, Projects, and Templates.
- Create a new project
Go to Projects and click New Project. Enter the project name and optional details.
- Use sandbox for testing
Select Sandbox to create a test project without affecting your license.
- Add users to the project
In Project Settings, select Add Users and invite collaborators.
- Create new user
Enter the user's email, assign a role, and send the invitation.
- Confirm user addition
Check that the user received the email invitation and can access the project.
Video guide
Behavior and results
- Company logo will appear on all project exports and reports.
- Sandbox projects are excluded from license usage.
- User invitations are sent via email and must be accepted before access is granted.
Permission matrix
Action | Company Role Required | Project Role Required |
|---|---|---|
Upload company logo | Admin |
|
Create new project | Admin or Moderator |
|
Add users to company | Admin or Moderator |
|
Add users to a project |
| Admin or Manager |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't create a project | Insufficient company permissions | Ask a company admin to grant access |
Logo not appearing on exports | File not uploaded or cached version | Re-upload the logo and refresh export |
User did not get invitation | Email blocked or misspelled address | Verify email, resend invitation |
Quick facts
- Requires: Company role Admin
- Location: Company Profile → Projects
- Affects: Project setup, branding in exports, user access
Updated on: 08/15/2025
Thank you!