docs(medcat-trainer): document the project admin screen

medcat-trainer/docs/admin_setup.md

@@ -13,23 +13,30 @@ Before first startup in production-like environments, set:
 If not set, MedCATtrainer defaults to `admin` / `admin`, which is not suitable
 for production.
 
-## 2) Sign in and create operational admin users
+## 2) Sign in
 
-You can manage users from:
+Staff and superuser accounts see a cog icon at the top-right of the header.
+That opens **Project Administration** (`/project-admin`), used to set up
+users, datasets, model packs, projects, and project groups. See
+[Project Administration](project_admin.md).
 
-- **Project Admin UI** (`/project-admin`) for day-to-day project operations
-- **Django Admin** (`/admin`) for full platform administration
+Django Admin (`/admin`) remains the place for full platform administration,
+including passwords and actions this screen does not cover.
 
-In Django admin (`/admin`), create at least one dedicated administrator account
-and grant:
+Create at least one dedicated administrator and grant:
 
-- `Staff status` for admin access
-- `Superuser status` for full unrestricted access
+- `Staff status`, so the account can open the cog icon
+- `Superuser status`, for unrestricted access, including Django admin
 
 ## 3) Create annotator users
 
-Create users for annotators and add them to project membership lists.
-Annotators do not need staff/superuser flags.
+Add annotators from the **Users** tab on Project Administration, then add
+them to a project or project group. Annotators do not need staff or
+superuser flags.
+
+The password field on that form is not stored. Set each password in Django
+admin (`/admin` -> **Users**), or through the password-reset flow, before
+the person signs in.
 
 ## 4) Remove or rotate bootstrap credentials
 
@@ -42,7 +49,7 @@ After creating named administrator accounts:
 
 When `USE_OIDC=1`, user permissions are mapped from IdP roles:
 
-- `medcattrainer_superuser` -> Django superuser + staff
-- `medcattrainer_staff` -> Django staff
+- `medcattrainer_superuser` -> Django superuser + staff. This role shows the cog icon.
+- `medcattrainer_staff` -> Django staff. This role does not show the cog icon.
 
 Ensure role assignment is correct in Keycloak before onboarding users.

medcat-trainer/docs/advanced_usage.md

@@ -37,6 +37,7 @@ Modern project-admin UI uses dedicated endpoints:
 - `GET/PUT/DELETE /api/project-admin/projects/<project_id>/`
 - `POST /api/project-admin/projects/<project_id>/clone/`
 - `POST /api/project-admin/projects/<project_id>/reset/`
+- `POST /api/project-groups/` creates a project group and, by default, one annotation project per annotator
 
 ## Project Group APIs
 

medcat-trainer/docs/annotator_guide.md

@@ -96,7 +96,7 @@ The sidebar shows details for the currently selected concept, including:
 If enabled by project settings, a **Comment** field is also available.
 
 !!! tip
-    If the details are not showing in the sidebar after you've selected one, the issue is likely with an unfinished Project setup. See the section for "Concept lookup index (Solr import)" in the [Project Creation and Management Guide](project_admin.md) for details.
+    If the details are not showing in the sidebar after you've selected one, the issue is likely with an unfinished Project setup. See [Concept lookup index (Solr import)](project_admin.md#concept-lookup-index-solr-import) in the Project Administration guide.
 
 ## Meta annotations
 

medcat-trainer/docs/client.md

@@ -98,6 +98,8 @@ required.
 - `get_meta_tasks()`
 - `get_rel_tasks()`
 - `get_projects()`
+- `create_project_group(...)`
+- `get_project_groups()`
 - `get_datasets()`
 - `get_project_annos(projects)`
 - `upload_projects_export(...)`
@@ -108,8 +110,8 @@ required.
 
 ## Notes
 
-- `create_project` and `create_project_group` expect **either** `modelpack`
-  **or** `concept_db + vocab`.
+- `create_project` and `create_project_group` expect **either** `modelpack` **or** `concept_db + vocab`.
+- `create_project_group` creates one annotation project per annotator when `create_associated_projects` is left at its default, `True`.
 - Wrapper objects (`MCTDataset`, `MCTConceptDB`, etc.) can often be passed by
   object or resolved by name.
 - See [Project Groups](project_group_admin.md) for the UI workflow these client

medcat-trainer/docs/django_admin.md

@@ -1,9 +1,13 @@
 # Django Admin
 
 The **Django Admin** (`/admin`) provides advanced actions and low-level data
-management that are not available in the Project Admin UI (`/project-admin`).
+management that are not available from the cog icon
+([Project Administration](project_admin.md), `/project-admin`).
 
-These include:
+Use it to edit an existing **project group** and push those settings onto its
+projects, to attach projects that were created separately, to set user
+passwords, and for the actions below. Creating a project or a new project
+group is done from the cog icon.
 
 
 

medcat-trainer/docs/index.md

@@ -29,15 +29,15 @@ review-only workflows (collect annotations without changing the model).
 
 1. Install and configure MedCATtrainer.
 2. Create users and upload model artifacts (Model Pack or CDB/Vocab). [Administrator Setup](admin_setup.md)
-3. Create a project and assign annotators. [Annotation Project Creation and Management](project_admin.md)
+3. Open the cog icon and create a project or a project group, then assign annotators. [Project Administration](project_admin.md)
 4. Annotate and submit documents. [Annotator Guide](annotator_guide.md)
 5. Export annotations and evaluate with the metrics tools.
 
 ## Documentation map
 
 - [Installation](installation.md)
 - [Administrator Setup](admin_setup.md)
-- [Annotation Project Creation and Management](project_admin.md)
+- [Project Administration](project_admin.md)
 - [Project Groups](project_group_admin.md)
 - [Django Admin](django_admin.md)
 - [Annotator Guide](annotator_guide.md)