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Introduction to Project Setup

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The project setup tabs are how you access everything related to customizing your specific sumApp context. Welcome text, email texts, survey questions, connection options – everything you need to prepare before you begin to invite people to participate is accessible via setup.

The Setup stage includes:

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Introduction to Project Setup

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CONTENTS

The Technical Process

The Social Process

Steps to Add Members on the ‘Manage members’ page

Follow the steps below to learn how to add a new member from the ‘Manage members

Steps to Add Members via CSV Upload in sumApp

If you have a list of members to add to your sumApp project, follow the steps be

Steps to Manually Add a Member in sumApp from Add Members Page

To manually add members to your sumApp project, follow the steps below. 1. Choos

The New ‘Member Activity Logs’

Why It’s Helpful Use the Member Activity Log when you want to understand: Whethe

Canceling Your Subscription on sumApp

    1. Scroll to the bottom of the page and click “Manage your subscription”. 2.

Downgrading Your Subscription to Tier I

1. From “My Account” scroll down to the bottom of the page to ‘Change subscripti

Choosing a Subscription Plan and Number of Projects

1. From the “My Accounts” page, navigate to the bottom of the page to the “Chang

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

1. “My Projects” page of your sumApp account, navigate to the left-hand menu. 2.

My Account and Billing

Managing your Account Settings and Subscription Plans The ‘My Account’ tab is wh

Article 8: Containers, Differences, Exchanges

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