Create a project / Create an account

Purpose

Create a new project and possibly a new account.

Background

You must create a project to be able to use Connex features. When you create a project, you will be assigned the role of project owner. 

Things you should be attentive to

• You must be associated with an account to create projects. If you are not associated with an account, you can create one.
• An account can have an unlimited number of projects attached. 
• You need to create a project to create an account. 

How to

1. Go to the "Portfolio" menu
2. Click on "Create project"
3. Enter "Project name" 
4. Select an existing company account, or create a new company account. If you select "Create new account", enter the account name.
5. Select "Project budget"
6. Click "Next"
7. Select "Create new project" ( You can also copy settings from an existing project by clicking "Copy project") 
8. Choose whether you want to go directly to the project or whether you want to upgrade your project immediately. You can also upgrade your project later to access more features.