Projects and Customers¶
In dokuly, most items are connected to a project, which in turn is connected to a customer. Projects provide access control and organizational context for your parts, documents, assemblies, and other data.
Customers¶
Customers represent the organizations or individuals your projects are for — whether internal teams, external clients, or product lines.
Creating a Customer¶
- Navigate to Customers in the sidebar
- Click New customer
- Enter the customer details (name, contact information)
- Click Submit
Projects¶
Projects are the primary organizational unit. They scope access control, part numbering, and reporting.
Creating a Project¶
- Navigate to Projects in the sidebar
- Click New project
- Fill in the project name, select a customer, and configure settings
- Click Submit
Project Features¶
Each project provides:
- Access control — only project members can view and edit items in the project. Members are managed in the Administration dashboard.
- Time tracking — log time against custom tasks within the project
- Task management — create and assign tasks to team members
- Gantt chart — visualize tasks and timelines
- Notifications — configure who gets notified about changes (managed in Admin > Projects)
Connecting Items to Projects¶
When creating parts, documents, PCBAs, assemblies, or other items, you select which project they belong to. This determines:
- Who can see and edit the item (based on project membership)
- The numbering context for documents
- Which items appear in project-scoped views and reports
Access Control¶
Project-based access control is the primary security boundary in dokuly. A user who is not a member of a project cannot see or modify items belonging to that project.
To manage project membership:
- Go to Admin in the sidebar
- Open the Projects tab
- Click on a project
- Add or remove users under Project Users and Non-Project Users
See Administration for more details on user and project management.