Project Guide Workspace Projects New
The Project Guide experience has been completely reimagined for both admins and researchers, making it easier than ever to create, edit, and use project guides for grant applications. Admins now have powerful inline editing, drag-and-drop organization, and a persistent chat panel, while researchers get a focused, actionable Guide view that keeps them on track.

- Role-based Guide views: Admins access a Notion-like workspace with inline guide editing, drag-and-drop reordering of sections and documents, and instant updates across the project. Researchers see a streamlined, read-only Guide with a sidebar listing only their projects.
- Drag-and-drop organization: Easily reorder Guide sections and required documents; changes are saved instantly and reflected everywhere.
- Inline editing and enhancements: Admins can edit Guides directly in place, with improved printing, PDF export, and robust preservation of user-added content.
- Unified chat experience: Chat is now a persistent side panel in all Guide views, with quick toggling and improved visibility for collaboration.
- Improved navigation: Admins enjoy a project “hub” for operational management; researchers benefit from direct sidebar access to their grants and a clean two-tab layout.
These Guide-focused improvements make it easier to manage complex grant workflows and keep everyone aligned throughout the application process.
Multi-Owner Onboarding Flow Update
Multiple research administrators can now join onboarding at once, streamlining onboarding for institutions and project teams. Each contact receives a tailored signup link, sets their password on a dedicated page, and is welcomed with a new onboarding experience.
- Bulk invitations: Send kickoff emails to several new owners in one go—accounts are auto-created, and all receive personalized invites.
- New password and welcome pages: Invite links now route to a dedicated password setup page, followed by a welcome screen and onboarding flow.
- Improved tracking: Onboarding progress and invite counts are tracked at the group level, making it easy to manage large teams.
- Enhanced UI: The kickoff email dialog supports adding/removing multiple contacts and gives clear feedback on which invites were sent.
This makes onboarding new organizations and departments much smoother and reduces manual setup.









