What are Projects?
Projects are workspaces within your organization where you manage contracts, catalog, statements, and related data. Each project typically represents a specific artist, label, catalog, or business purpose.
Projects Dashboard
Navigate to your organization to see all projects displayed as cards. Each project card shows:| Element | Description |
|---|---|
| Project Name | The display name of the project |
| Quick Access | Click to enter the project workspace |
Create New Project
Click the + card to create a new project. This takes you through the project setup wizard.Project Card Actions
Each project card provides quick actions:| Action | Description |
|---|---|
| Click | Enter the project workspace |
| Settings | Access project configuration |
| Delete | Remove the project (Admin/Owner only) |
Project Contents
Once inside a project, you have access to:| Module | Description |
|---|---|
| Dashboard | Project overview, inbox, and AI agents |
| Contracts | Smart Drive for contract management |
| Catalog | Recordings and compositions |
| CRM | Entities, artists, and relations |
| Statements | Data Room for royalty processing |
| Settings | Project-specific configuration |
When to Create Multiple Projects
Create separate projects for:Different artists or roster members
Different artists or roster members
Each artist typically gets their own project to keep their contracts, catalog, and statements separate.
Different business units
Different business units
Publishing and recordings divisions may benefit from separate projects.
Different clients or partners
Different clients or partners
If you manage catalogs for multiple clients, each should have their own project.
Regional operations
Regional operations
US catalog vs UK catalog may warrant separate projects for clarity.
Project Permissions
| Role | Can View | Can Edit | Can Manage Members | Can Delete |
|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | No |
| Editor | Yes | Yes | No | No |
| Viewer | Yes | No | No | No |
Switching Between Projects
From Header
- Click the current project name in the header
- Select a different project from the dropdown
- Or click “View all projects” to return to organization view
From Organization
- Navigate to your organization
- Click on the project you want to open
Best Practices
One project per artist or catalog
One project per artist or catalog
Keep projects focused on a specific artist or catalog for easier management and clearer data separation.
Use descriptive names
Use descriptive names
Name projects clearly so team members can find them easily.
Set up permissions early
Set up permissions early
Configure who should have access before adding sensitive data.