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Merge pull request #160 from ds-wizard/hotfix/add-project-creation-se…
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Add project creation settings
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krystofkomanec authored Aug 13, 2024
2 parents af1a290 + 2d1f048 commit 2a24058
Showing 1 changed file with 17 additions and 2 deletions.
19 changes: 17 additions & 2 deletions docs/application/administration/settings/content/projects.rst
Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@ Project Visibility

If we want to let users select visibility of their projects within the |project_name| instance, we can enable **Project Visibility** feature. If it is disabled, the new projects will have the **Default Project Visibility** which is used when creating a new project:

* **Private** = the project is visible only to the users with explicit access to the project.
* **Private** = the project is visible only to the users with explicit access to the project.
* **Visible - View** = the project is visible in view-only mode to all logged-in users, i.e. all users will be able to see the project in their :ref:`projects list<project-list>` and access it (but not edit or comment anything unless they are invited with different permissions).
* **Visible - Comment** = the project is visible in comment mode to all logged-in users, i.e. all users will be able to see the project in their :ref:`projects list<project-list>`, access it and comment it (but not edit anything unless they are invited with different permissions).
* **Visible - Edit** = the project is visible in edit mode to all logged-in users, i.e. all users will be able to see the project in their :ref:`projects list<project-list>`, access it, comment it, and also edit it (e.g. answer questions or editor notes).
Expand All @@ -17,17 +17,32 @@ Project Sharing

If we want to let users select sharing option of their projects within the |project_name| instance, we can enable **Project Sharing** feature. If it is disabled, the new projects will have the **Default Project Sharing** which is used when creating a new project:

* **Restricted** = only logged-in users can access the project depending on the project visibility (no public access for anonymous users).
* **Restricted** = only logged-in users can access the project depending on the project visibility (no public access for anonymous users).
* **View with the link** = anyone with the link to the project may open it in view mode and browse it.
* **Comment with the link** = anyone with the link to the project may open it in comment mode, i.e. browse it and comment on questions.
* **Edit with the link** = anyone with the link to the project may open it in edit mode, i.e. browse it, comment on questions, and also edit it (e.g. answer questions or editor notes).


Anonymous Projects
==================

If we have enabled :ref:`Public Knowledge Models<settings-km-public>`, we can also allow anonymous users to create projects where they will be able to fill questionnaires by enabling **Anonymous Projects**. These anonymous project then work as any other projects with public link set to edit permissions. However, if a logged-in user accesses such a project, then such a user may claim the ownership by clicking :guilabel:`Add to my projects` button. Anonymous users cannot create new documents, for that they must register and open the project as a logged-in user.


Project Creation
================

* **Templates & Custom** = users can create both projects from project templates and custom projects.
* **Templates Only** = users can create projects only from project templates.
* **Custom Only** = users can create only custom projects, they have to select knowledge model and everything else by themselves.


Summary Report
==============

We can turn **Summary Report** on or off. It is a feature that allows users to generate and see a summary report in their projects.


Feedback
========

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