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project_properties [2025/02/19 14:26] – [File Management Toolbar] yvonne_mooreproject_properties [2025/02/19 15:07] (current) – [Shared settings] yvonne_moore
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 ===== Project Properties pop-up window ===== ===== Project Properties pop-up window =====
  
-On clicking the Project Properties icon this window opens with tabs holding a variety of settings that affect your project.+On clicking the Project Properties icon {{:prop_btn313.png?40x40}} this window opens with tabs holding a variety of settings that affect your project. 
 + 
 +{{:properties_win_313.png|Project properties pop-up.}}
  
-{{:project_properties_xerte.png|Project properties pop-up.}} 
  
 ==== Project ==== ==== Project ====
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 This tab provides a text box to add notes, only visible to the creator and any co-authors of the project.  This can be used to provide helpful information for future editors of this project. This tab provides a text box to add notes, only visible to the creator and any co-authors of the project.  This can be used to provide helpful information for future editors of this project.
  
-==== Media and quota ====+==== Media and files ====
  
 This tab provides an overview of all the files that have been added to the project.  Files (such as images, audio, PDFs) can be uploaded to a Xerte project, usually through the Media Browser when editing the project. Files can also be uploaded here, in the Media and quota tab, and will then be available, when editing, to add to project pages.  It is also possible to remove any files that are not in use, by clicking the red cross next them, so that the overall project file size is kept to a minimum, and from Release 3.12 a button has been added enabling you to delete all unused files with one click. Clicking on any file displayed here will produce a URL link to access it directly (in a browser window). This tab provides an overview of all the files that have been added to the project.  Files (such as images, audio, PDFs) can be uploaded to a Xerte project, usually through the Media Browser when editing the project. Files can also be uploaded here, in the Media and quota tab, and will then be available, when editing, to add to project pages.  It is also possible to remove any files that are not in use, by clicking the red cross next them, so that the overall project file size is kept to a minimum, and from Release 3.12 a button has been added enabling you to delete all unused files with one click. Clicking on any file displayed here will produce a URL link to access it directly (in a browser window).
 +
  
 ==== Access ==== ==== Access ====
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 ==== Shared settings ==== ==== Shared settings ====
  
-This tab provides the option to share a project with others who have an account for that Xerte installation.  Names can be entered, and the Add User button clicked to share.  All users who have been given access to a project will see it in their workspace's project panel list when they next login to Xerte.+This tab provides the option to share a project with others who have an account for that Xerte installation.  Names can be entered, and the Add User button clicked to share access.  If you are unable to find the person that you want to share your project with when searching using their username, it’s likely that they have not used Xerte before. Ask them to login to Xerte to create an account, and then search for them again. 
 + 
 +All users who have been given access to a project will see it in their workspace's project panel list when they next login to Xerte. The original author of the project is given the role of **Creator**. The creator has full permission to change every aspect of a project, as well as permission to delete it entirely.
  
 There are three roles you can give to others when sharing a project in the Editing workspace: There are three roles you can give to others when sharing a project in the Editing workspace:
  
   - **Read only** - access to view but not edit a project   - **Read only** - access to view but not edit a project
-  - **Editor **- access to create, add and delete pages in a project +  - **Editor **- access to create, add and delete pages in a project but they can't change the project properties 
-  - **Co-author** - full access to edit, duplicate and share a project+  - **Co-author** - full access to edit, duplicate and share a project but they can't delete it
  
 This feature allows people to collaborate on a single Xerte project, however it is important to note that only one person at a time can edit the project. Xerte will notify the user if someone else is editing, with a time stamp.  The user can be notified by email when the first author has closed the editing interface  (if you have an institutional installation and this functionality is available to you, contact your Xerte administrator). If the project is not closed properly then the notification page may persist.  If the second author is certain that the first has finished they can click the 'delete lockfile' button to begin editing. This feature allows people to collaborate on a single Xerte project, however it is important to note that only one person at a time can edit the project. Xerte will notify the user if someone else is editing, with a time stamp.  The user can be notified by email when the first author has closed the editing interface  (if you have an institutional installation and this functionality is available to you, contact your Xerte administrator). If the project is not closed properly then the notification page may persist.  If the second author is certain that the first has finished they can click the 'delete lockfile' button to begin editing.
 +
 +**Note: **Sometimes it can be helpful to transfer ownership of a project, i.e. change the person who has the **Creator** role. Only a Xerte administrator can do this, please see the relevant [[admin_site_management.php|Admin]] guide. If a project is transferred to someone else, then they become the new project Creator (and no record of the previous Creator is kept).  This usually happens if someone leaves the organisation or team working with the given Xerte installation, and provides the ability for projects to be continued to be worked on.
 +
  
 ==== RSS ==== ==== RSS ====
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 ==== Give this project ==== ==== Give this project ====
  
-This tab allows you to give a copy of this project to someone else, by typing their name in the box. The person you share with must have an account on your Xerte installation.  They will see the copy when they next log in to Xerte. Your original project remains unchanged.+This tab allows you to give a copy of this project to someone else, by typing their name in the box. The person you share with must have an account on your Xerte installation. If you are unable to find the person that you want to share your project with when searching using their username, it’s likely that they have not used Xerte before. Ask them to login to Xerte to create an account, and then search for them again. 
 + 
 +They will see the copy when they next log in to Xerte. Your original project remains unchanged. 
  
 ==== XML sharing ==== ==== XML sharing ====
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 ==== Group Sharing ==== ==== Group Sharing ====
  
-This tab allows projects to be shared with Groups. It will only appear if Groups have been set up in the Xerte Management pages. This allows projects to be shared to a group folder so that anyone in that group can edit them. Group folders appear at the bottom of your personal projects and folders in the main workspace project-tree.+This tab allows projects to be shared with Groups. It will only appear if Groups have been set up in the Xerte Management pages. This allows projects to be shared to a group folder so that anyone in that group can edit them. Group folders appear at the bottom of your personal projects and folders in the main workspace project-tree. In **version 3.13** this tab is **deprecated**, where sharing to groups can be done in the Shared settings tab.
  
 {{tag>pagetype all_pages}} {{tag>pagetype all_pages}}
  
  
project_properties.1739975191.txt.gz · Last modified: 2025/02/19 14:26 by yvonne_moore