Overview
By default, all Projects within a Castaway Organisation are visible to all internal users (Administrators and Analysts). The Private Projects feature allows Administrators to restrict visibility of specific Projects to invited users only. This is useful where Projects are sensitive or where, for example, a firm needs to keep its own internal files separate from client files within the same Organisation.
How Private Projects Work
| Behaviour | Detail |
|---|---|
| Visibility | A Private Project is hidden from all Organisation members except those who have been explicitly granted access. |
| Who can make a Project private | Administrators (inc. Org Owners) |
| Guest access | Guests cannot be added to a Private Project while it is set to Private. To invite a Guest, the Project Accessibility must first be changed to Global. |
| Existing Org members | An Organisation member without access to a Private Project cannot see or open it, even if they are an Administrator or Analyst. |
Making a Project Private
- Go to the Overview screen for the relevant Project.
- Go to the Project Details tile and select Edit.
- Go to Accessibility and toggle from Global to Private.
To remove Private mode, follow the same steps and toggle back to Global.
Managing Access to a Private Project
Once a Project is set to Private, access must be granted individually to each Organisation member who requires it.
- Go to the Overview screen for the Project.
- Go to the Private Users tile and click Manage.
- Check the box next to the individual you wish to grant access to.
- Click Update Private Users.
To remove access, follow the same steps and uncheck the box next to the individual whose access you wish to revoke.
A user who does not appear on the Private Users list, they need to be added to the Organisation account. Follow the steps highlighted here: Adding & Removing Internal Users
Inviting Guests to a Private Project
Guests cannot be added to a Project while it is set to Private. To invite a Guest:
- Change the Project Accessibility from Private to Global via the Overview screen, Project Details tile, then Edit.
- Follow the standard steps to invite a guest: Inviting Guests to your Project
Changing Accessibility to Global in order to invite a Guest will make the Project visible to all Organisation members for the duration of that change.