Project Registration

Anyone can register a project in just a few simple steps.

1. Begin by clicking the “Register Projects” button, as shown in the screenshot below

1. Fill out all the mandatory fields in the registration form. Once you’ve completed the form, click “Continue” to review a summary of your data.
2. If everything looks good, hit “Submit”

Once submitted, your project will appear in the “Requests” tab, visible to both you (the submitter) and the approver.

Project Approval

After submission, your project will be sent to the relevant admin (based on the domain or business unit) for review. The admin will carefully check the metadata you’ve provided and decide whether to approve or decline the project.

• If Approved: The project becomes accessible to you (the requestor), Turo admins, and domain admins (if the project belongs to a specific domain).
• If Declined: You’ll receive an email notification explaining the decision. You can make any necessary updates and resubmit the project.

All actions, whether approval or decline, are communicated to the relevant users via email and in-app notifications!

Adding Team Members to Your Project

Once your project is approved, it’s time to add your team members! Turo’s project space is where you’ll track KPIs, monitor costs, and manage compliance.

You can add team members in two ways:

1. From the Collaborators Tab: Click on the “Collaborators” button

1. From the Settings Page: Navigate to the Settings page and select “Collaborators”

Simply enter the email address of the person you’d like to add and assign them a role. Here are the roles you can choose from:

• Project Admin: Full access to everything in the project, including adding/removing collaborators, managing connections for KPIs and costs, and more.
• Project Editor: Can edit, add, or delete anything in the project, but cannot manage collaborators.
• Project Viewer: Can view all project details but cannot make any changes.

Once you’ve added a team member, they’ll receive an email notification letting them know they’ve been granted access.

Note: By default, the project requestor is added as the Admin and Owner of the project. While the owner doesn’t have extra privileges, they are considered the primary point of contact for the project.

Editing Your Project’s metadata

As a Project Admin or Editor, you can make changes to your project anytime by heading to the Settings tab. From there, you can:

• Update the project’s metadata.
• Completely delete the project (but proceed with caution!).

Important: Deleting a project is permanent action and cannot be undone. Make sure you’re absolutely certain before taking this step.