Your admin-only guide to setting up a project, running data imports, and managing users
Getting started with a new project
All you need to know to get started – including customizing a project, preparing and importing spreadsheet data, and inviting users.
Set up a project
Users and membership guide (+videos)
User roles and permissions
As the admin of your Broadstripes project, you have a lot to keep track of. The Project settings page gives you a single access point for all your admin tools, making your job a little simpler
Project settings overview
Lists, Custom fields, and Events
Codes and Assessments
Status report definitions
Custom house visit questions
Spreadsheet template reports
Employment data review
Outgoing email settings
Learn about bringing spreadsheet data into Broadstripes.
Import a spreadsheet
Data import overview
Analyze import results
Where does my data belong? Take a deep dive into Broadstripes' different custom data tools and their intended uses.
Data tools overview
Organizing tools overview
Working with Calculated Columns
Go to User Help Guides