Setting up a project

A project is the primary unit of scope in Regnora — every gap analysis, document, and agent lives inside one, and switching the active project switches every view in the sidebar at once. This guide covers creating a project, the difference between internal and external projects, switching between them, and managing them afterwards.

Creating a project

From the Projects list, start a new project. Regnora asks for a few things in two short steps:

1. Type and details. Choose Internal (your own organisation’s compliance work) or External (a client, auditor, or partner engagement), then give the project a name. For an external project you also attach a project organisation — the outside party the engagement is about — either by picking an existing one or adding a new one with a name and website URL. When you reuse an existing organisation you can also copy across the profile data already filled in for it.
2. Access. Organisation owners and admins always have access by default; this step is where you add any other members who should see the project. You can also do this later — see Members, roles & permissions.

Select Create project to finish. Only organisation owners can create external projects.

Manage: Projects

Internal vs external projects

The two types exist to keep work that should stay separate from getting tangled together.

• An internal project is your organisation’s own compliance work — your ISO 27001 ISMS, your quality management system. Every organisation has at least one default internal project.
• An external project is tied to an outside organisation — a client whose system you’re assessing, an auditor you’re sharing evidence with, a supplier you’re reviewing. External projects are grouped under the organisation they belong to.

Both behave the same way once created; the type just determines how they’re labelled and grouped, and whether they’re attached to an external organisation. The Core concepts page covers the model in more depth.

Switching the active project

The project switcher in the header is how you move between projects. It groups them into your internal projects, your external projects (grouped by organisation), and anything shared with you as a guest from another organisation.

Switching the active project re-scopes the whole app: every page — documents, frameworks, gap analyses — reloads against the project you picked. There’s no cross-project view of evidence or analyses, so make sure the right project is active before you start work.

Managing projects

Project settings live under the organisation Settings, where projects are grouped by type. Each project shows its creation date and counts for frameworks, documents, gap analyses, and members. From there you can:

• Rename a project.
• Manage members (if you’re an admin or owner).
• Delete a project — though the default internal project can’t be deleted.

For external projects, you can also edit the underlying organisation’s name and website URL from its group header.

Manage: Projects