Project Visibility
Within Ediphi, when creating or editing a project, you have the option to adjust your project's Visibility, which allows you to either set your project as Private or Public. Here's what each option entails:
Private Visibility
Private is the default state for all projects (see Pro Tip below). Users will only see the project if they are an Admin or if they have been explicitly invited and have permissions set on the project as a Member or Project Owner.
Public Visibility
Public projects are visible to everyone within the company, regardless of permission status. However, only Admins or users explicitly added to the project can edit. This means that users can view all files within this public project as Read Only and can duplicate the Estimates to their own projects so they can use them as templates if needed.
Pro Tip: Admins have the option to change their default project visibility for their company. To do this:
- Click on Admin in the top-right corner of your screen, then select Setup.
- Click on Projects - Defaults, then change "Private" to "Public".
- Click Save.
Moving forward, all new projects under your company will default to Public within the creation process unless otherwise specified. This will not affect any projects already created, and can be reverted anytime.
If you have any questions, feel free to contact our support team, and we'll be happy to help!