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# Projects

> Projects group datasets and automations in a Mammoth workspace and control who can access them. Learn access levels, project roles, and the core project tasks.

This section explains projects for Workspace Owners, Workspace Members, and Project Admins. Start with [Creating a project](https://docs.mammoth.io/learn/projects/create-project/) if you need a new project, or read the concepts below first.

A **Project** is an organizational container within a Mammoth workspace. It groups related datasets and automations together and controls who on your team can access them.

> Every dataset in Mammoth belongs to exactly one Project.

## What projects do

Projects let you:

- **Organize data**: Group datasets and automations that belong to the same initiative, team, or business area
- **Control access**: Decide who in your workspace can see and edit each project
- **Set shared defaults**: Choose how the project reads ambiguous dates in uploaded files (day first or month first) and the starting display format for new date columns

## Project concepts

### How workspaces and projects relate

```plaintext
WORKSPACE
 └── Project A  (e.g. "Marketing Analytics")
 │    ├── Dataset: Campaign Performance
 │    ├── Dataset: Ad Spend
 │    └── Automation: Weekly Report Refresh
 │
 └── Project B  (e.g. "Finance Reporting")
 │    ├── Dataset: Revenue by Region
 │    └── Dataset: Budget vs Actuals
 │
 └── Project C  (e.g. "Product Insights")
      └── Dataset: User Engagement
```

A workspace can contain many projects. Each project is independent. Its datasets, access settings, and team members are configured separately.

### Access levels

When you create or edit a project, you set who can see it:

| Access level | Who can see it |
| --- | --- |
| **Everyone in this workspace** | All current and future workspace members |
| **Some people in this workspace** | Only the users you explicitly select |
| **Only me** | Only you (the project creator/admin) |

You can change access at any time from Project Settings.

### Project roles

Two roles control what people can do inside a project:

| Role | What they can do |
| --- | --- |
| **Project Admin** | Manage settings, share the project, add or remove members, delete the project, plus all Editor capabilities |
| **Project Editor** | Access and work with all data and pipelines in the project |

For the full permission breakdown, see [Project roles and permissions](https://docs.mammoth.io/learn/projects/project-roles-and-permissions/).

## Project lifecycle

```plaintext
CREATE PROJECT
      ↓
SET ACCESS LEVEL (Everyone / Some people / Only me)
      ↓
INVITE COLLABORATORS (if needed)
      ↓
ADD DATASETS & AUTOMATIONS
      ↓
MANAGE SETTINGS (rename, recolor, update access)
      ↓
SHARE WITH NEW MEMBERS (as team grows)
      ↓
DELETE PROJECT (when no longer needed; irreversible)
```

## Core tasks

| Task | Where to go |
| --- | --- |
| [**Create a new project**](https://docs.mammoth.io/learn/projects/create-project/) | Project selector → New Project |
| [**Change project name, color, or date settings**](https://docs.mammoth.io/learn/projects/project-settings/) | Project manage menu → Project Settings |
| [**Change who can access the project**](https://docs.mammoth.io/learn/projects/project-settings/#settings-reference) | Project manage menu → Project Settings |
| [**Add or remove team members**](https://docs.mammoth.io/learn/projects/project-sharing/) | Share button (top-right) or Project manage menu → Manage Users |
| [**Change a user's role**](https://docs.mammoth.io/learn/projects/project-sharing/#changing-a-users-role) | Share Project modal → role dropdown next to each user |
| [**Leave or delete a project**](https://docs.mammoth.io/learn/projects/create-project/) | Project manage menu → Leave Project / Delete Project |
| [**Understand what each role can do**](https://docs.mammoth.io/learn/projects/project-roles-and-permissions/) | Project roles and permissions reference |

## Who can create projects

All workspace roles can create projects:

- Workspace Owner
- Workspace Member

The creator is automatically assigned the **Project Admin** role on the new project.

## In this section

- [Creating a project](https://docs.mammoth.io/learn/projects/create-project/): Create a project, then leave or delete it
- [Project settings](https://docs.mammoth.io/learn/projects/project-settings/): Configure name, color, date handling, and access
- [Sharing a project](https://docs.mammoth.io/learn/projects/project-sharing/): Add team members and manage their roles
- [Project roles and permissions](https://docs.mammoth.io/learn/projects/project-roles-and-permissions/): Full permission reference

For workspace-level settings and users, see [Workspace management](https://docs.mammoth.io/learn/workspace-management/).

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**Need help?** Check the [troubleshooting guide](https://docs.mammoth.io/learn/troubleshooting/) or contact Mammoth Support.

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Source: https://docs.mammoth.io/learn/projects.md · Updated: 2026-10-13