Managing a project
Assign documents, invite members, duplicate, archive, and transfer projects in Informly to keep work organized as your team grows.
Once a project exists, most of your day-to-day work happens on the project detail page. This is where you assign documents, invite teammates, and run lifecycle operations like duplicate, archive, and transfer. Doing these things in the right place matters because changes here propagate to every widget inside the project.
The project detail page is split into tabs: Documents, Widgets, Team, and Activity. The first three are configuration; the activity feed is a read-only log of recent changes and conversations.
Assigning documents
A widget can only answer from documents that are assigned to its project. Uploading a document doesn't automatically make it available — you have to attach it.
Open the Documents tab
On the project detail page, click the Documents tab.
Pick documents to assign
Click Assign documents. A list of every document in your organization appears with a checkbox next to each. Tick the ones this project needs and click Save.
Confirm widget access
Widgets in the project pick up the new documents within a few seconds. Open a widget's chat and ask a question to confirm the AI is using the new content.
A document can be assigned to multiple projects. Updating the document — re-uploading the file, re-crawling the URL — refreshes it everywhere at once.
Inviting members
Members added at the project level inherit their organization role and gain access to this project's content and widgets. Org admins already have access to every project; you only need to add specific members for non-admins.
Open the Team tab
On the project detail page, click Team.
Add a member
Click Add member, search for the teammate by name or email, and pick their project role. Save.
For more on org-level roles, see Organization → Members and roles.
Duplicating a project
Duplicate is useful when you're launching a near-identical second product or want to test changes without touching production.
Click Duplicate in the project's overflow menu. Informly copies the project's settings, document assignments, and widget configurations into a new project. The new project starts in draft status.
AI training is fresh on the duplicate. The new widgets won't have any prior conversation history or learned context — only the document content is shared. Plan for a short period of lower answer quality after duplicating.
Archiving and restoring
Archive removes a project from your main list without deleting any data. Conversations, documents, and widget configurations stay intact.
Archive the project
From the project detail page, open the overflow menu and click Archive. Confirm the prompt.
Restore when needed
Archived projects appear under a separate Archived filter on the projects page. Open one and click Restore to bring it back.
Archived projects don't count toward your plan's project limit, so this is the right tool for sunsetting an experiment or shelving a brand you may revive later.
Transferring a project
Transfer moves a project to another organization you own. This is a destructive operation for the source organization — once the transfer completes, the project (along with its documents, widgets, members, and conversations) belongs to the destination.
Open transfer
In the project's overflow menu, click Transfer.
Pick the destination org
Choose one of the organizations you have admin rights on. Read the warning carefully.
Confirm
Type the project name to confirm and click Transfer.
Transfers are irreversible without a second transfer in the opposite direction. Conversation history moves with the project, so plan ahead if you have privacy or retention requirements that differ between the two organizations.