Projects & Projects Admin Page

Projects offer the ability to assign specific folders and subfolders to users. This is useful for users who don't need access to the entire library structure or workspace. In addition you can create Rules (similar to filters) for which assets the assigned users are able to have access to. Rules will update in real time to hide or show assets. Assign a specific folder to a user and limit their access to view only approved images with Projects. 

• Projects Features
• Projects Limitations
• Creating Projects
• Rules within Projects
• Projects Admin Page
• Grouping, Sorting, and Filtering within Projects

Projects Features

• Rules can be used to filter which assets an assignee can access in real time.

• Rules can be changed on an existing Project to adjust access and workflows without re-inviting users.

• Policies per project assignment will limit what a user can see and do.

  • Metadata

  • Ratings

  • Notes

• Assignment to specific folders and the ability to limit what users can see in your library.

• New folders added under the assigned project folders will automatically appear.
  

Projects Limitations

• Users cannot delete assets from only a project assignment.

• Can not add assets to collections (unless user has direct access to the assets via a workspace assignment).

• Can not limit access to a parent folder only.

  • All subfolders are visible to the assignee.

• Assignee must be a user and go through the user account set up process.
  
  

Creating Projects

To create a new Project, click the three dots to the right of a folder, or right click and select Projects:

Once created, follow the pop-up guide to invite users and edit rules.

Rules within Projects

Users can create rules on the following criteria

• • Attachments

  • Color Rating

  • Created

  • Filename

  • Filesize

  • Label

  • Markups

  • Modified

  • Original Name

  • Preview Status

  • Star Rating

  • Versions
    
    

• Maximum of 10 rules per project assignment.

• Rules can be based on Any or All criteria

  • All (every rule must be true in order for assets to be displayed to the assignee)

  • Any (assets will be displayed to the assignee if any of the rules are true)
    
    

Projects Admin Page

The Project Admin page allows a simple way to view all active projects for the selected account. At a glance you can see the following items for each of your Account's Projects.

• Status

• Who created the project

• Members

• Last activity by

• Date of activity

• Date created

• How many rules (filters)

• How many assets are in the project

Grouping, Sorting, and Filtering within Projects

Create groupings of any of the available items on the Project Admin Page

• Find the item that you would like to group by.

• Click the three dots to the right of its name.

• Select group by field.

• The left hand column will now be rearranged and grouped based on the item you selected.

In addition to grouping you also have the ability to sort alphabetically from A-Z or Z-A.

• Find the item that you like to sort by.

• Click the three dots to the right of its name.

• Then select Sort by: A-Z or Sort by: Z-A

Create filters based on the following by clicking the settings icon in the upper right.

• Status

• Who created the project

• Members

• Last activity by

• Date of activity

• Date created

• How many rules (filters)

• How many assets are in the project

• Maximum of 8 rules per assignment

• You have the ability to match based on Any or All

  • All (each rule needs to be true in order for assets to be displayed to the assignee)

  • Any (assets will be displayed to the assignee if any of the rules are true)

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If you have any additional questions, please don't hesitate to let us know! 

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