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Switching Between Multiple Projects

It is possible with our software for an organization to have multiple projects (or databases). It is also very easy to create new projects, either a copy of an existing system or by selecting a new system type from one of our templates.

new project

This is extremely useful for organizations, who want to keep records year to year or season to season. It is also useful for organizations who use Regpack to keep track of various things, like campers and volunteers or trip enrollments and anonymous survey results.

If you have more than one project with Regpack, switching between them is easy to do. You can access your projects while operating in any of the management sections.

The interface you use to switch between projects is located next to your admin name. You can find it in the bottom left corner of the backend.

Simply click the current project name and a pop-up will reveal a number of other projects you have access to. If you have more projects than are listed, click the “View All” button to display all of your projects. You will also have the opportunity to create a new project, edit the current project’s Project Settings, and view the front-end of the project you are currently in.

project options

Once you have a view of all of your projects, simply click on the one you want to access and the page will load to that project, where you can begin making edits, changes, view data, run reports, and more.

You will also have the option to view any suspended projects in your organization that you have access to, by clicking the “View Archived” button after you click “View All” on the project view.

If you have many projects to sort through, you can use the “Search” tool at the top. Just enter a key word or letters that are in the title of the project you wish to find.

or search projects

Note: If you have multiple projects, always check to ensure you are in the correct project before you begin making edits or changes.

It has happened that an admin makes changes or edits to a form or product without realizing they are in the wrong project. A simple way to check is simply refreshing the page. Sometimes you open and switch projects in one tab and then go back to work in another already open tab. Refreshing this will ensure you see the current project you are working in.