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Edit project settings

Overview

To change the project settings:

  • Select Project settings .

Or:

  1. Go to the main dashboard and select a project.
  2. In the Project info panel, select Edit .

Project name

Select the General tab, enter the project name and the optional description, then select Save.

Project sharing

In case you need to change the sharing properties only, in the main dashboard:

  1. Select a categorization project.
  2. In the Project info area, select Sharing .

Share the project with a team member and grant permissions

In the Sharing tab:

  1. Enter the email address or the name in Team members.
  2. Select the permissions to grant under Permissions:
    • Edit resources
    • Annotate documents
    • Edit documents and libraries
    • Manage experiments and models
    • Settings
  3. Select Add.
  4. Select Save to confirm.

Grant or revoke permissions or remove a collaborator

  1. Select the permissions drop-down menu of a member from the Collaborators list.
    • To grant or revoke the permissions respectively select or deselect one or more of the following:
      • Edit resources
      • Annotate documents
      • Edit documents and libraries
      • Manage experiments and models
      • Settings
    • To remove the team member, select Remove from project.
  2. Select Save to confirm.

Resources

To change the display method of the project taxonomy, in the Resources tab, Taxonomy panel:

  • Select Category label to view the taxonomy labels.

Or:

  • Select Category label + ID to view the taxonomy labels and a unique ID for each one of them.
  • When done, select Save.

Export project

To export a project:

  1. In the Export project panel, Export tab, enter the name in Filename, or confirm the suggested one.
  2. Select the format (.zip available at the moment) in the Extension drop-down menu.
  3. Select All libraries to export all your libraries or Selected libraries to export the libraries of your interest.
  4. Select Export.
  5. Select Download either in the Download tab or in the notification in the lower right corner.

Note

In case you need to export a project, you can also:

  1. Go to the main dashboard and select a project.
  2. Select Export in the Project info panel. The procedure is the same above.