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Docs / CRM & Studio / Projects & onboarding

Projects & onboarding

The launcher, creating a project, the Welcome page, deleting.

The launcher#

The first screen after sign-in lists the projects you may open — every project for platform administrators, your member projects (and the projects of the spaces you manage) for everyone else — grouped by space: starred projects first, one section per space, then the projects created before spaces (Unassigned). Pin favourites, hide the rest; the same list, with the same groups, backs the project switcher in the top bar. From here you also switch the environment (Demo is a platform-role or per-project grant, see Overview).

Creating a project#

New project opens the onboarding wizard:

  1. Space. Pick one of the spaces you manage, or create a new one (name + a permanent id). A user with none creates their first here.
  2. Name and id. The id is auto-slugged from the name and checked live: a DNS label, 2–63 lowercase characters, not a reserved word, not already taken. It is permanent — it becomes the store header, the Firestore path and the {sid}.inbs.dev host.
  3. Type. What the project is for (shop, catalogue, site, …) — it seeds the capabilities and the default schemas.
  4. About and locale. A short description and the first locale (xx_YY).

Create project provisions the project on both environments, mints its web-hosting tokens and opens the Welcome page.

Welcome#

The post-creation page offers two ways in: Start designing (the design agent, seeded from the description, with the result in a live preview on the right before you commit) or Skip. Managers can return to the page until the project's first design is saved. The project starts with an empty element library — ready-made elements come from Modules (Elements › Explore elements in Modules).

Transferring a project#

An owner or admin of the project's space can move it to another space they manage — Settings › Project details › Danger zone, or Transfer to another space… in the project's menu on the launcher. The Spaces page describes what moves with the project.

Deleting a project#

Only a platform master can delete a project, from the project's menu on the launcher. Deletion removes the project's data on the current environment — its entire subtree plus its credits and coupons, the stock ledgers it owns and its payment records — wherever that data lives (the shared cloud, or the space's own cloud, whose files for the project are removed too), and its managed hosting tokens; user tokens, secrets and the team roster are left in place.