How to Create and Save Projects

Written By Huda

Last updated About 2 months ago

Overview

Once the Projects setup is complete:

When customers add products to their cart, the Project Extension will automatically manage and save their carts.
In the Customer Account, a new dashboard on a Page (titled using the label you entered, e.g., "Saved Carts") will appear, giving users access to saved cart features.

Company users will be able to:

View and manage saved carts as Projects
Create and assign roles
Set custom permissions

Managing Roles and Permissions

To configure roles and permissions:

Log in as the Main Contact of the company. As the Main Contact will have the permissions to Manage Project and Quotes, Create Roles and Permissions to Company users from the Dashboard.
Go to the page where you have embed the Project & Quotes Extension, on the dashboard you'll find three tabs:
- Projects
- Manage Roles
- Quotes

Manage Roles

In the Manage Roles tab, assign roles to company users.
By default, the following roles are available (note: these are editable and not permanent):
- Viewer
- Editor
- Checkout Manager
- Approver

You can rename these roles and customize their permissions.

Manage Permissions

In the Manage Permissions tab, click Edit next to any role to modify its permissions.
To create a new role:
- Click Create New Role.
- Enter the Role Title.
- Assign permissions as needed.
- Click Create to save the role.

Note: Company Users' access to cart features will depend on the permissions assigned to their role.

Project Permissions Overview

This table outlines the available permissions that can be assigned to users for managing saved projects within the Multi-Cart system.

Permission	Description
Create Own Cart	Allows the user to create and save a new cart.
View All Carts	Grants access to view all carts created by any user within the company location they have access to.
View Own Cart	Allows the user to view carts they have created themselves.
Edit Own Cart	Allows the user to modify the contents or details of carts they created.
Edit All Carts	Allows editing of all carts, regardless of who created them.
Approve or Reject Cart	Enables the user to approve or reject carts for checkout.
Checkout Cart	Grants permission to proceed to checkout with a saved cart.
Delete Cart	Allows the user to permanently remove any saved cart.

Creating and Saving a Project

Once users log in to the storefront, they will see a "Save Project" button on the Cart page (powered by the Cart Controls extension) and allows users to save their current cart for later use.

Click the "Save Cart" button on the Cart page.

A pop-up will appear with two options:
- New Cart
  Select this option to create a brand-new saved cart.
  - Enter a preferred name for the new cart.
  - Click Save to store it.

Add to Existing Cart
Choose this if you want to add the current cart items to an already saved cart.
- Select the target cart from the dropdown list.

Choose one of the following options:
- Merge and Save – Adds the new items to the selected saved cart without removing the existing ones.
- Override and Save – Replaces the contents of the selected saved cart with the current cart items.

After saving a cart, a confirmation notification will appear indicating that the cart has been successfully saved.

Accessing Saved Carts

Navigate to your Customer Account.
A new page will be visible in the account menu — titled based on the label you provided earlier (e.g., "Saved Carts").
On this page, users will see a list of their saved carts or other's carts, but only if:
- They have been assigned a role.
- Their role includes permission to view carts.

🔒 Permissions-Based Access: Only users with the appropriate role and permissions can:

View saved carts
Create new carts
Modify or delete existing carts
Share carts with others