Project Management

This guide explains how to create, modify, and delete projects, and how to invite members or manage their roles.

Note

For more information about the project hierarchical structure and roles, see Project overview.

Creating a project

Create a project before installing the agent.

1. Log in to the WhaTap Monitoring Service.

2. In the left side menu, click All Projects > + Project.

3. On the Select product screen, select the product you want to install.

4. Enter or select the following items:

   • Project name: Enter the project name.

   • Data server region: Select the data server region. A region is a group of data centers that provide cloud services. Your data will be stored in the selected region.

   • Time zone: Set the time zone to be used for alerts and report generation.

   • Notification language setting: Set the language for alert notifications. (Supports Korean and English)

   • Project groups: Group multiple projects for easier management. Select a group if applicable.

   • Project description: Add additional details or a description for your project.

5. After completing all settings, click the Creating a project button.

Note

If you add a project while an organization is selected, you must set the Groups of organization field.

For more information about groups, see the related document.

Project management

Home > Select Project > Management > Project Management

You can check and modify the basic information of the project. The Edit role is required.

• Project name: You can modify the project name.

• Project description: You can enter the description of the project.

• pcode: A numeric code to identify the project.

• Application time zone: You can change the time zone.

• Api token: You can reissue the API token by clicking the Reissue button.

• Managing notification languages: You can change the language for alert notification messages that occur in the project.

If you have modified any items, click the Save button.

Delete project

You can delete a project in two different ways:

• In the All Projects list under Home, click on the upper right of the project to delete. In the drop-down menu, select Delete project.

• Go to Home > Select Project > Management > Project Management. Click the Delete project button on the lower right of the screen.

Caution

The user list and the collected data are all deleted. Deleted data cannot be restored.

Checking the project members

Home > Select Project > Management > Project Member

You can check the list of members belonging to the selected project.

• The Login: ... tag on the right of the member name is the record of recent access.

• On the right of the name of the member with the billing role, the BILLING tag appears.

• On the right of the user account name, the My account tag appears.

• On the right of the email in the member list, the MFA or SSO tag is displayed depending on whether MFA is applied or SSO is integrated.

• If you invite an account that has not signed up for the WhaTap monitoring service, the name appears as Waiting for an invitation. until the invitee signs up. To resend the invitation email, click the Reinvite button.

Inviting project members

1. Select a project to invite members to in Home screen.

2. In the side menu, select Management > Project Member.

3. Click the Invite Member button on the upper right of the screen.

4. In User role, set the roles of the user to invite and then click the Apply button.

5. Enter the email address of the user to invite in the Email field, and then click the Add button. You can add extra users continuously.

6. After adding all users to invite, click the Complete button.

Note

• The member visiting feature can be used only by the users with the Member management role. For more information about the member roles, see the following. For more information about the member roles, see the following.

• The accounts that have not signed up for the WhaTap monitoring service display the New account tag and send emails for sign up.

• On the right of the email in the member list, the tag like MFA or SSO is displayed depending on whether MFA is applied or SSO is integrated.

• If there are invited members to cancel before completion, in List of members to invite, select .

• You cannot invite any by entering email addresses that are not in the desired email format.

• The members who have already been invited cannot be invited again, and the members in the parent organization or group are automatically added.

WhaTap Support

If you need any support for failures while using the WhaTap monitoring service, you can invite the WhaTap support team as a member to receive supports.

1. From the Project Member menu, click the Invite the WhaTap support team button on the upper right.

2. If the member invitation window appears, select a project in Project.

3. Click the Complete button.

Note

• The WhaTap support team accounts are automatically filled in. Depending on the project type, there may be one or more support team accounts.

• The Invite the WhaTap support team feature can be used only by the users with the Member management role. For more information about the member roles, see Member roles.

Changing the project member role

1. Select a project in the Home screen.

2. In the side menu, select Management > Project Member.

3. In the Project member list, click on the right of the member to change.

4. If the Edit member role window appears, set the Member role. You can set the roles allowed by the project.

5. After all settings are finished, click the Apply button.

Note

The member role change feature can be used only by the users with the Member management role. For more information about the member roles, see Member roles.

Deleting project members

1. Select a project in the Home screen.

2. In the side menu, select Management > Project Member.

3. In the Project member list, click on the right of the member to delete.

4. If the message window appears, click the Delete button.

Note

• You cannot delete other members if you do not have the Member management role. For more information about the member roles, see Member roles.

• You cannot delete other members if there is a single project member.

• The members inherited from the parent group cannot be deleted.

• A user's own account can be removed from a project regardless of roles.

• The members with the billing roles cannot be deleted until the billing roles are transferred.

Downloading the member list

To download the member list as a CSV format file, keep the following steps:

1. Select a project in the Home screen.

2. In the side menu, select Management > Project Member.

3. Click on the upper right of the screen.

The member list is saved to the local disk in a CSV format file.

Note

The member list downloading feature can be used only by the users with the Member management role. For more information about the member roles, see Member roles.