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--- sharing_files_and_folders [2023/09/27 17:14] – removed - external edit (Unknown date) 127.0.0.1
+++ sharing_files_and_folders [2024/11/16 17:17] (current) – yvonne_moore
@@ Line 1: / Line 1: @@
+====== Sharing projects and folders ======
+Xerte makes working collaboratively easy to manage, with different levels of access and editing rights to protect your work.  There are a number of ways in which you can;
+  * work collaboratively on projects
+  * gift projects for others to adapt to their own needs
+  * share folders.
+===== Sharing a project =====
+{{ :xerte-project-properties3.jpg?400&direct}}You can make a colleague a **Co-author **or **Editor **for a project, or grant **Read-only** access.  This is explained in detail in the [[:project_properties#Shared_settings|Shared settings]] section on the **Project Properties** wiki page.
+\\
+===== Gifting a project =====
+You can also gift a copy of a project to a colleague, which allows them to adapt the project to their own needs. This is explained in detail in the [[:project_properties
+#Give_this_project|Give this project]] section on the **Project Properties** wiki page.   \\ \\ If you are sharing a project with someone on a different installation you need to export the project as a deployment zip, make it available to the other person. They would then import the deployment zip into their Workspace, using the Import tab in their Workspace Properties.\\
+\\
+===== Sharing a folder (new in 3.12) =====
+You can share a folder with one or more colleagues, enabling you to manage a set of projects you are working on as a team.
+  - In the **Workspace**, highlight the **folder **that you want to share, and click on the** orange ‘i’ icon**
+  - Click on the **Shared settings** tab
+  - Start typing in the name of a person, or group, you want to share the folder with
+  - If that person has an account in the installation, or the group has already been created, the name will be auto-suggested.
+  - Click on **Add user** or **Add group** to add them
+  - Choose the relevant role, for the person or group, from the radio buttons (see **Shared settings** on the **Project Properties** wiki page for information on roles)
+  - Repeat this step for all the other people or groups you want to share the folder with.
+Here are a few points related to permissions to bear in mind;
+  * Only the **Creator** (or owner) can create sub-folders within the shared folder.
+  * Only the **Creator** and **Co-author(s)** can create new projects in the shared folder.
+  * The **Creator**, **Co-author(s)** and **Editor(s)** can all edit existing projects.
+  * The **Creator** of a shared folder can drag a sub-folder out of a shared folder and move it back in their own (unshared) workspace. This will 'unshare' all projects contained within the sub-folder.
+  * When a **Co-author** is unshared from the shared folder, any projects that they have created of is moved to their workspace; all users lose access to those projects.