Sharing a project

Use the Manage Projects task to configure project's sharing, status and location attributes.

Follow these steps to share a project:

1. If you are in the Publisher, save the project and click the Lectora Online toolbar graphic.

2. Click Manage Projects from the Tasks list on the home page.

   The Manage Projects window opens.

3. Expand the appropriate folder and select the project you want to share.

4. Click Share. This enables the Destination Directory and Status pull-down lists and the Available Users and Team Members boxes.

5. Use the Destination Directory pull-down list to select into which folder you want to copy the shared project.

   Click Manage Folders if you need to create, rename, or delete project folders. See Managing folders for more information.

6. Enable the Team Only Access check box to restrict project access to only those users on the Team Members list.

7. Use the Maximum History Size drop-down list to limit the size of controlled project versions, if necessary.

   If you are over or approaching your disk quota, set the Maximum History Size setting to a value other than Unlimited. This becomes most effective if the project has many versions and the project is large with many resources. For details, see Managing your disk usage.

8. Use the Status pull-down list to select the status of the project. Select from the following:

   • Shared

   • Development

   • Test

   • Review

   • Production

   Use each state as your organization sees appropriate. When a project is placed in the Production state, the project cannot be edited other than changing preferences and adding notes.

9. Select a user and click the right arrow to add users from the Available Users list to the Team Members box. To select more than one Available User, hold down the Ctrl key while you click a users name. Use the ownership drop-down list to designate the appropriate level of ownership.

   Select an ownership level based on the following capabilities:

   Ownership	Capabilities
   Primary Owner	Revert project to the previous version Rename and remove a shared project Add, change, and remove team members and change the Primary Owner View project history and notes Fully edit the project
   Owner	Rename and remove a shared project if no checkouts exist other than his or her own Add, change, and remove team members but cannot change the Primary Owner Fully edit the project
   Developer	Fully edit the project
   Reviewer	Add, change, and delete his or her own notes, create notes reports, and preview published pages

   Use the left-arrow to remove users from the Team Members list.

10. Click Save.

Click the Message graphic to chat with a team member if he or she is logged on. Click the Email graphic to send an email. A lock graphic is displayed to denote which team members have the project checked out.

See also: Adding an external reviewer

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