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Workspace & Project Management

Publish & share

Dashboard overview

Workspaces

Workspace members

Viewers

Project access page

Project folders

Project settings

Agency client workflow

Project transfers

Connect a custom domain

SAML SSO integration

Analytics & view history

Standards offers a wide variety of project settings to control how your projects are accessed, organized, and designed.

In this guide:


Introduction

Project settings are accessible from two (2) areas of Standards.

Project settings are most quickly accessed by selecting a project thumbnail from the Dashboard which navigates to a Project page.

This view is primarily for managing basic information about a project, setting publish and sharing preferences, and monitoring storage. For more information, see Dashboard overview.

Additionally, from the Project page in the Dashboard, selecting the Edit ****button will navigate to the project editor where additional settings can be accessed. Settings in the editor are focused on the design & content of a project, as well as SEO and accessibility. For more information, see Editor overview.


General

Every project has a few basic properties that can be easily reviewed from the Dashboard.

Name

The project name is the primary identifier for a project. There are several ways to change a project name.

Thumbnail

The project thumbnail is used to visually identify a project within the dashboard. This thumbnail is not publicly visible and only appears within the Dashboard area of Standards. By default, the project thumbnail displays the project Name, but can be customized with an image and background color. To change a project thumbnail

Status

The project status shows the published state of a project, and is updated automatically by publishing or editing a project. The different states a project may have are shown below:

⚪ Draft - Not live on the web Only viewable in edit mode by members of the workspace.

🟢 Published - Live on the web, up to date Viewable on the web at the set web address. All edits are up to date and matching the live project.

🟡 Published - Live on the web, changes were made Viewable on the web but some edits were made that are not reflected on the live project. Selecting Publish changes in the Publish & share modal will push the changes live and the project status will change to 🟢 Published.

Web address

Once a project has been published, the Web address is the link URL through which a project is accessed. For more information, see Publish & share and Connect a custom domain.

Security & access

Control how a project can be accessed after it has been published live on the web. These settings are defined in the Publish & share menu. For more information, see Publish & share.

Storage

Each project has a discrete storage limit that is filled by uploading Files. Different plans have different project storage limits. For more information see Files & Downloads.

Owner

Every project has an Owner. This role is always the same as the owner of the Workspace the project is in. Owners and Admins are the only member roles that are permitted to transfer a project. For more information, see Transfer a project and Workspaces.


Advanced

Some project settings are only available with Pro and Enterprise plans.

Access page customization

Pro and Eterprise

Projects published with security settings that restrict public access to their projects will gain an additional page viewers see when they first visit the project Web address. For more information, see Project access page.

Allowed viewers

Enterprise only

Projects published with the Sign-in required option gain additional settings to manage the viewers with access to restricted pages in a project. To manage allowed viewers, see the options below. For more information, see Viewers.

View history

Enterprise only

Projects published with either the Sign-in required or Logged public access options gain an additional page to track the viewers who have accessed their project. For more information, see Analytics & view history.


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