Project settings
The organisational unit of the Count workspace.
Last updated
The organisational unit of the Count workspace.
Last updated
Introduction
Projects organise your canvases and reports around a common data source and provide a space where multiple users can collaborate together.
Projects contain:
A list of canvases and reports.
A group of users who can access the project with different levels of permissions.
Optionally, a reference to a data source. If none is selected, then only CSV files can be analysed in the project.
The project home page shows all the canvases stored within the project.
To see available options for each canvas, right-click on the canvas or click the menu icon.
You may pin any number of canvases to a project by clicking the Pin to project option in the canvas option menu. When a canvas is pinned it always appears above the canvas list.
Un-pin a canvas by right-clicking on the pinned canvas and select Remove from pinned. If a canvas is moved to another project, it will not automatically be pinned in that project.
Only project admins can change the data accessible by a project. Selecting the Manage data button on the project home page allows control of the data source accessible by canvases within the project.
You are able to connect any data source you have permission to view, even if the rest of the project members cannot normally view that source. Be aware that adding a data source to a project means that the other project members may be able to view information from this data source from within project canvases.
The list of project members can be viewed from the Manage access button in the project home page.
Member access and permissions can be updated by project admins or workspace owners. All other project members can view the member list, and may be permitted to invite other users as viewers if the Allow sharing option is enabled (see below).
Project admins are able to assign a workspace-wide role to a project. While this permission is active the project will be accessible to every workspace member (workspace guests must be invited explicitly).
The workspace-wide roles are:
Report viewer - workspace members can view reports in this project
Viewer - workspace members can view canvases
Editor - workspace members can edit canvases
Up to analyst - workspace members can edit canvases, and workspace analysts (or above) can edit code.
Where a user has a specific project role already, their overall project role is determined by the most permissive of their specific role or the workspace-wide one.
Whether a new user can be invited to a project depends on the role of the user sending the invitation, the project settings, and the workspace settings.
Workspace admins and owners can invite users to a project as either admins (if the user is a workspace admin), editors, viewers or report viewers.
If the workspace doesn't allow guests then only existing workspace users can be added to the project. If guests are allowed then anyone can be invited to the project as a viewer.
Other project members can invite users to the project only if the Allow sharing option is enabled (see below). These invited users can be new or current members of the workspace. New users will become either workspace guests or members depending on the workspace domain whitelist settings.
The project settings can be accessed from the Manage project button on the project home page, and are only accessible by project admins and workspace owners.
From this menu you can:
Change the project name
Delete the project
Control sharing
Control secrets
This setting determines whether users with editor or viewer permissions in a project can invite other users as viewers to the project or share individual canvases with users outside the project.
By default this setting is on. If the setting is turned off, only admins can invite users to the project and share documents to users outside of the project.
Secrets can optionally have domains associated with them. If set, the secret will only be sent to these domains. Attempting to use the secret on a different domain will result in an error.
If the user being invited is covered by the workspace , then this user can be invited as either an editor or a viewer and is automatically added as a workspace member (they cannot be added as a guest).
More details on the different project roles can be found in the page.
Secrets defined here can be used in network requests in for canvases within this project.
