Tutorial: Quick set up of platform + Create a new project (intro to Admin Users)
Overview: platform setup and first project
Company setup lets a company Admin add branding, create a project (including a Sandbox), and invite users with roles, which is used when you log in for the first time as an administrator or when you add another project.
- Your role must be company Admin for initial company setup.
- You can find the menu at profile icon - Account Settings / Company Profile, and Projects - New Project.
- This changes company branding on exports, project spaces, and user access.
Video guide: platform setup and first project
How to set up CxPlanner and create a project
- Go to the CxPlanner login page and sign in.
- Click your avatar in the top right and open Account Settings.
- In Company Profile, upload your company logo for exports and reports.
- Use the left sidebar to open Home, Projects, and Templates.
- Go to Projects and click New Project. Enter the project name and optional details.
- Select Sandbox if you want a test project that does not affect your license.
- In Project Settings, open Add Users and invite collaborators.
- Enter the user's email, assign a role, and send the invitation.
- Confirm the user received the email and can access the project.
Results: platform setup and first project
- Company logo appears on project exports and reports
- Sandbox projects are excluded from license usage
- User invitations are sent by email and must be accepted before access is granted
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: platform setup and first project
Problem | Cause | Solution |
|---|---|---|
Cannot create a project | Company role is below Admin or Moderator | Ask a company Admin to raise your role or create the project |
Logo not appearing on exports | Logo not uploaded, or an old export is cached | Re-upload the logo in Company Profile, then generate a new export |
User did not get the invitation | Misspelled address or email blocked | Verify the email address, check spam, and resend the invitation from Project Settings |
Updated on: 07/26/2026
Thank you!