In your CollabPro MyConfigura page, you can manage your roles, users, and projects. 

Only administrator has access to Manage Roles and Admin Configurations pages. 

Manage Roles

Permission Page - Roles

Roles are groups of performable actions administrator can define and assign to another user. You can access this by clicking on Manage > Roles.

Click on Create Role to enable certain performable actions this role can execute.  Name the role in the top bar, then select down arrow next to Collaboration Pro to expand the list of actions. Each action can be further explained by clicking on the blue information button beside each action.  You may add a user with this new role directly by adding their email address and clicking Add.  When creating a new role, you can enable Auto Assign.  When this is selected, the role is automatically assigned to newly invited users and newly created projects and an “Enabled” label will appear on the Permissions page.

Permission Page - Users

Under Manage Roles, the User tab lists all users you have invited by the Invite users button.
Here you can search each user up, edit their roles, or remove the user from your list.

Clicking on the ellipse to the right of a user name will show the options to Edit or Remove:

Clicking on Invite users will show:

Invited users will automatically be assigned to available seats and receive an email invitation to access the project.  They should receive an email invitation to the project and after accepting the invitation they will be redirected to the CollabPro page created by the admin.

In addition, there will be an error displayed if the number of invited users exceeds the available seats.

Please note that users with the appropriate permission can delete projects directly from the project list.

Permission Page — Access

To modify the roles associated with an existing project, navigate to the Access tab on the Permissions page.

Manage Projects 

Admin Configurations Page

Administrator can access this by clicking on Manage > Admin Configurations

Administrators can create and manage pre-defined Project Labels from the Admin Configurations page.

Project Labels are labels that help organizations categorize project information consistently.

Using Project Labels helps standardize project data across your organization, making projects easier to organize, search and filter.  Common examples include:

• Project ID

• Customer Name

• State

When creating a pre-defined Project Label, administrators may choose from the following field types:

Single Select

A pre-defined list of options is configured by the administrator. Users select one value from the available options when creating or editing a project.

Example:

• Field: State

• Options:

  • Execution

  • Finalized

Text Input

Users can enter their own value when creating or editing a project. This option is useful when the available values cannot be predefined or may vary between projects.

Example:

• Field: Customer Name

• Entry: XYZ Corporation

Administrators can mark the pre-defined labels as Mandatory or Optional and customize the display order of Project Labels using the Up and Down Arrow buttons.

 

Important

After a label configuration is saved, administrators cannot edit or delete existing Project Labels or option values. This restriction helps maintain data consistency across projects that already use the configured labels.

If a different label or set of options is required, create a new Project Label or add new option values instead of modifying existing ones.

Administrators can still perform the following actions after a label configuration has been saved:

• Reorder existing project labels. 
• Reorder existing option values within a project label.
• Add new option values to existing project label.
• Change whether a Project Label is Mandatory or Optional.

Note: Carefully review label and option values before saving, as existing labels and option values cannot be edited or removed once they have been created.

 

Creating and Editing a Project

When creating or editing a project, user with create project access may see the following fields: 

• Project Name – The name of the project.

• Roles – Assign project roles to project members.

  • Note: The Roles field is available on Create Project page if the project roles have been configured on the Permissions page.

  • To modify the roles of an existing project, go to the Access tab under the Permissions page.

• Pre-defined Labels – Enter or select values from the Project Labels configured by an administrator.

  • Note: Pre-defined Labels are available only if Project Labels have been configured on the Admin Configurations page.

• Freeform Labels – Enter custom label values to provide additional project information.

 

Project Listing and Search Page

The Project Listing and Search page displays your current subscription tier, the number of users allowed, and your MyConfigura cloud storage usage and capacity. You can also use this page to search for projects.

 

Users can use either Basic Search or Advanced Search to quickly find projects based on project names and labels.

Note: You can only view projects that you have permission to access.

 

Basic Search

Use Basic Search to find projects by entering text that appears in the Project Name or Project Labels.

Example

Searching for 2026 returns projects where the project name or a project label contains 2026.

For example:

• A project named Warehouse 2026
• Any project with a label value of Year: 2026

Basic Search looks for the text you enter in the Search field and returns matching projects.

 

Advanced Search

Use Advanced Search to find projects using multiple search criteria. Click Show Advanced Search to display additional search fields.

Advanced Search combines criteria as follows:

• Multiple values in the same row are combined using OR.
• Each additional search row is combined using AND. 

Example

Search for projects where:

• State is Execution OR Finalized
• AND the project contains the freeform label 2026

This search returns only projects that:

1. Have a State of Execution or Finalized.
2. Include the freeform label 2026.

In other words, the search works as:

(State = Execution OR Finalized) AND (Freeform Label = 2026)

To search by project name, enter the project name or keyword in the Basic Search field. The Basic Search term is combined with the Advanced Search criteria, allowing you to further refine your search results.

Advanced Search helps you quickly find projects that match specific combinations of project states, labels, project names, and other project information, making it easier to locate the projects you need.

Project Page

Clicking on a Project will show its Labels, Files, Version history, Activity Log, Requests, and Active users.

• Labels 

  You can view the labels assigned to the project on project page if it's available. To view all the labels, you can click "Show all labels".  

• File and File Types
  You can view all files divided into file types by using the file type tabs below Project files.  Files will be listed with the last upload date and time, assignee (which users currently has that file in an edit state in their File Manager), any References (dependencies), Version, and File Size.  Clicking the elipse next to any file will give an option to Release or Delete the file.  Files may only be deleted if they have already been released. 

  

  Please note that clicking on Release for a file could result in a loss of work if edits were not saved prior to forcing the release.  If a file is manually released in the way, the user will get a banner notice within CET and their backup file will be shown in the File Manager.

  
   

• Version history
  This is a list of Saves and Uploads, along with any Comments that were added while saving.
   

• Activity log
  Any significant action logged to a Project, including every time a file is created, updated, or deleted. 
   

• Requests
  A list of users requesting to access the Project.

   

• Active users
  A list of current users along with the time they were last active.  There is also a Close project button.

Closing a project this way will result in the following error message for any current users: