Notebook Sharing Within Team Members

1.5.2.1. Overview

If a project does not yet exist, any registered user, whether a Team Admin or a regular Team User, except the Super User, can create a new project as its creator. Note: Only the project creator has the ability to share the project with either read-only/comment or read-write/comment permissions. The sharing permissions for different users are detailed as follows:

  • The Creator
    • full privileges

      • read-write/comment access

      • change the annotation data created by oneself

      • cannot change the annotation data created by other users

  • The Team Users
    • no sharing access if not shared by the project creator

    • read-only/comment sharing access if read-only shared by the project creator

    • read-write/comment sharing access if read-write shared by the project creator

      • read-write/comment access

      • change the annotation data created by oneself

      • cannot change the annotation data created by other users

  • The Team Admin
    • read-only/comment sharing access if not shared by the project creator

    • read-only/comment sharing access if read-only shared by the project creator

    • read-write/comment sharing access if read-write shared by the project creator

      • read-write/comment access

      • change the annotation data created by oneself

      • cannot change the annotation data created by other users

To set project sharing permissions, the creator of a project has the following options:

1.5.2.2. Create and Share a Non-Shared Project

1.5.2.2.1. Create a Non-Shared Project

The creator creates a new non-shared project. Although the project is not shared with other team members, the team administrator of the creator’s team has read-only/comment permissions on the non-shared project.

  • From the left navigation panel, click on bi-book New Project to redirect to the Create New Project page.

    • Option 1: From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book New Project in sequence.

    • Option 2: From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book New Project in sequence.

  • Enter a meaningful sentence as the Notebook Title (Project Title).

  • Enter meaningful keywords as the Project Tags.

  • Complete and submit the form.

  • Please refer to the reference Create a Non-Shared Project for detailed step-by-step instructions on how to create a new non-shared project.

  • Note: The sharing accesses are specified at the project level, please refer to the reference Notebook Creation for entering additional data for a new project.

1.5.2.2.2. Share a Non-Shared Project

If a non-shared project exists, the creator of the project can set read-only/comment or read-write/comment permissions for specific team members. Even if the project is not shared with the team administrator of the creator’s team, the team administrator still has read-only/comment permissions on the project. Please adhere to the instructions below to configure the sharing accesses for the project:

  • Option 1: Share a Non-Shared Project via metro-ui-css-mif-books My Projects Entry

    • From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book-half Project Title in sequence to redirect to the project details page.

    • Under the Project tab, click on the bi-book-half Project Title to show the project annotations.

    • Click on the Edit Share fa-share-from-square icon to show the share configuration page.

    • Under the Project tab, click on the metro-ui-css-mif-users Shared Users, and then metro-ui-css-mif-user-plus New Share to share the project with other users.

    • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project.

    • Enter the username or select a user from the dropdown list, then click the Add button.

    • Submit the form.

    • Please refer to the reference Share a Non-Shared Project for detailed step-by-step instructions.

  • Option 2: Share a Non-Shared Project via bi-house-gear-fill Share Admin Entry

    • From the left navigation panel, select bi-house-gear-fill Share Admin New Share in sequence to redirect to the New Project Share page.

    • Select the Project and User from the respective dropdown list in sequence.

    • Select the Sharing Permission checkbox.

    • Click on the Share the project button to add the sharing permission.

    • Please refer to the reference Share a Non-Shared Project for detailed step-by-step instructions.

1.5.2.3. Create and Share a Shared Project

1.5.2.3.1. Create a Shared Project

The creator creates a new shared project, which is not visible to other team members who have not been granted shared access permissions. However, the team administrator of the creator’s team has read-only/comment permissions on this project, even if it is not explicitly shared with them.

  • From the left navigation panel, click on bi-book New Project to redirect to the Create New Project page.

    • Option 1: From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book New Project in sequence.

    • Option 2: From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book New Project in sequence.

  • Under the Project tab, complete the Title and Tags form fields.

  • Click on bi-folder-symlink-fill Share the project button to share the project with other users.

  • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project.

  • Enter the username or select a user from the dropdown list, then click the Add button.

  • Submit the form.

  • Please refer to the reference Create a Shared Project for detailed step-by-step instructions on how to create a new shared project.

  • Note: The sharing accesses are specified at the project level, please refer to the reference Notebook Creation for entering additional data for a new project.

1.5.2.3.2. Share a Shared Project

If a shared project exists, the creator of the project can set read-only/comment or read-write/comment permissions for specific team members. Even if the project is not shared with the team administrator of the creator’s team, the team administrator still has read-only/comment permissions on the project. Please adhere to the instructions below to configure the sharing accesses for the project:

  • Option 1: Share a Shared Project via bi-folder-symlink-fill-black Collaborations Entry

    • From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book-half Project Title in sequence to redirect to the project details page.

    • Under the Project tab, click on the bi-book-half Project Title to show the project annotations.

    • Click on the Edit Share fa-share-from-square icon to show the share configuration page.

    • Under the Project tab, click on the metro-ui-css-mif-users Shared Users, and then metro-ui-css-mif-user-plus New Share to share the project with other users.

    • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project.

    • Enter the username or select a user from the dropdown list, then click the Add button.

    • Submit the form.

    • Please refer to the reference Share a Shared Project for detailed step-by-step instructions.

  • Option 2: Share a Shared Project via bi-house-gear-fill Share Admin Entry

    • From the left navigation panel, select bi-house-gear-fill Share Admin New Share in sequence to redirect to the New Project Share page.

    • Select the Project and User from the respective dropdown list in sequence.

    • Select the Sharing Permission checkbox.

    • Click on the Share the project button to add the sharing permission.

    • Please refer to the reference Share a Shared Project for detailed step-by-step instructions.

1.5.2.4. Edit Sharing Permissions for an Existing Project

For an existing project, solely the project creator has the ability to modify sharing permissions for designated team members as necessary. The project remains invisible to other team members who haven’t been granted shared access. Even if the project is not shared with the team administrator of the creator’s team, the team administrator still has read-only/comment permissions on the project.

1.5.2.4.1. Add Sharing Permissions for an Existing Project

  • Option 1: Add Sharing Permissions via Edit Share fa-share-from-square Entry

    • From the left navigation panel, click on bi-book-half Project Title to redirect to the project details page.

      • Option 1: From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book-half Project Title in sequence.

      • Option 2: From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book-half Project Title in sequence.

    • Under the Project tab, click on the bi-book-half Project Title to show the project annotations.

    • Click on the Edit Share fa-share-from-square icon to show the share configuration page.

    • Under the Project tab, click on the metro-ui-css-mif-users Shared Users, and then metro-ui-css-mif-user-plus New Share to share the project with other users.

    • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project.

    • Enter the username or select a user from the dropdown list, then click the Add button.

    • Submit the form.

    • Please refer to the reference Add Sharing Permissions for an Existing Non-Shared Project for detailed step-by-step instructions to add sharing permissions for an existing non-shared project.

    • Please refer to the reference Add Sharing Permissions for an Existing Shared Project for detailed step-by-step instructions to add sharing permissions for an existing shared project.

  • Option 2: Add Sharing Permissions via bi-house-gear-fill Share Admin Entry

    • From the left navigation panel, select bi-house-gear-fill Share Admin New Share in sequence to redirect to the New Project Share page.

    • Select the Project and User from the respective dropdown list in sequence.

    • Select the Sharing Permission checkbox.

    • Click on the Share the project button to add the sharing permission.

    • Please refer to the reference Add Sharing Permissions for an Existing Project for detailed step-by-step instructions.

1.5.2.4.2. Remove Sharing Permissions for an Existing Project

  • Option 1: Remove Sharing Permissions via Edit Share fa-share-from-square Entry

    • From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book-half Project Title in sequence.

    • Under the Project tab, click on the bi-book-half Project Title to show the project annotations.

    • Click on the Edit Share fa-share-from-square icon to show the share configuration page.

    • Under the Project tab, click on the metro-ui-css-mif-users Shared Users to show the sharing permissions.

    • Check the Lock checkbox to disable the user’s sharing access.

    • Click the Lock Users button to confirm the changes to sharing permissions.

    • Please refer to the reference Remove Sharing Permissions for an Existing Project for detailed step-by-step instructions.

  • Option 2: Remove Sharing Permissions via bi-house-gear-fill Share Admin Entry

    • From the left navigation panel, select bi-house-gear-fill Share Admin View Shares in sequence to redirect to the Shared Projects page.

    • Under the Group By Project tab, check the Lock checkbox to disable the user’s sharing access.

    • Click the Apply button to confirm the changes to sharing permissions.

    • Please refer to the reference Remove Sharing Permissions for an Existing Project for detailed step-by-step instructions.

Screenshots

1.5.2.5. Screenshots of Sharing a Demo Notebook

1.5.2.5.1. Create a Non-Shared Project

Create a Non-Shared Project

  • From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book New Project in sequence to redirect to the Create New Project page. ❶

  • Enter a meaningful sentence as the Notebook Title (Project Title). ❷

  • Enter meaningful keywords as the Project Tags. ❸

  • Complete and submit the form.

Create a Non-Shared Project

Fig. 1.58 Create a Non-Shared Project

1.5.2.5.2. Share an Existing Non-Shared Project

Share an Existing Non-Shared Project via metro-ui-css-mif-books My Projects Entry

  • Follow the instructions Create a Non-Shared Project to create a non-shared project by Team User1.

  • From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book-half Project Title in sequence to redirect to the project details page. ❶

  • Under the Project tab, click on the bi-book-half Project Title to show the project annotations. ❷

  • Click on the Edit Share fa-share-from-square icon to show the share configuration page. ❸

  • Under the Project tab, click on the metro-ui-css-mif-users Shared Users, and then metro-ui-css-mif-user-plus New Share to share the project with other users. ❹

  • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project. ❺

  • Enter the username or select a user from the dropdown list, then click the Add button. ❻

  • Submit the form. ❼

Show the **Edit Share** entry

Fig. 1.59 Show the Edit Share fa-share-from-square Entry

Show the share configuration page

Fig. 1.60 Show the share configuration page

Enter the username or select a user from the dropdown list to share the project

Fig. 1.61 Enter the username or select a user from the dropdown list to share the project.

Share an Existing Non-Shared Project via bi-house-gear-fill Share Admin Entry

  • From the left navigation panel, select bi-house-gear-fill Share Admin New Share in sequence to redirect to the New Project Share page. ❶

  • Select the Project and User from the respective dropdown list in sequence. ❷

  • Select the Sharing Permission checkbox. ❸

  • Click on the Share the project button to add the sharing permission. ❹

Show the **New Share** entry

Fig. 1.62 Show the New Share Entry

Show the page for adding new sharing access

Fig. 1.63 Show the page for adding new sharing access

1.5.2.5.3. Create a Shared Project

Create a Shared Project

  • From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book New Project in sequence to redirect to the Create New Project page. ❶

  • Under the Project tab, complete the Title and Tags form fields. ❷

  • Click on bi-folder-symlink-fill Share the project button to share the project with other users. ❸

  • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project. ❹

  • Enter the username or select a user from the dropdown list, then click the Add button. ❺

  • Submit the form. ❻

Create a new shared project with the share configuration form

Fig. 1.64 Create a new shared project with the share configuration form

Share View for **Team User**

Fig. 1.65 Enter the username or select a user from the dropdown list to share the project.

1.5.2.5.4. Share an Existing Shared Project

Share an Existing Shared Project via bi-folder-symlink-fill-black Collaborations Entry

  • Follow the instructions Create a Shared Project to create a shared project by Team User1.

  • From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book-half Project Title in sequence to redirect to the project details page. ❶

  • Under the Project tab, click on the bi-book-half Project Title to show the project annotations. ❷

  • Click on the Edit Share fa-share-from-square icon to show the share configuration page. ❸

  • Under the Project tab, click on the metro-ui-css-mif-users Shared Users, and then metro-ui-css-mif-user-plus New Share to share the project with other users. ❹

  • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project. ❺

  • Enter the username or select a user from the dropdown list, then click the Add button. ❻

  • Submit the form. ❼

Show the **Edit Share** entry

Fig. 1.66 Show the Edit Share fa-share-from-square Entry

Show the share configuration page

Fig. 1.67 Show the share configuration page

Enter the username or select a user from the dropdown list to share the project

Fig. 1.68 Enter the username or select a user from the dropdown list to share the project.

Share an Existing Shared Project via bi-house-gear-fill Share Admin Entry

  • From the left navigation panel, select bi-house-gear-fill Share Admin New Share in sequence to redirect to the New Project Share page. ❶

  • Select the Project and User from the respective dropdown list in sequence. ❷

  • Select the Sharing Permission checkbox. ❸

  • Click on the Share the project button to add the sharing permission. ❹

Show the **New Share** entry

Fig. 1.69 Show the New Share Entry

Show the page for adding new sharing access

Fig. 1.70 Show the page for adding new sharing access

1.5.2.5.5. Add Sharing Permissions for an Existing Project

Add Sharing Permissions for a Non-Shared Project via metro-ui-css-mif-books My Projects Entry

  • From the left navigation panel, select metro-ui-css-mif-books My Projects bi-book-half Project Title in sequence to redirect to the project details page. ❶

  • Under the Project tab, click on the bi-book-half Project Title to show the project annotations. ❷

  • Click on the Edit Share fa-share-from-square icon to show the share configuration page. ❸

  • Under the Project tab, click on the metro-ui-css-mif-users Shared Users, and then metro-ui-css-mif-user-plus New Share to share the project with other users. ❹

  • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project. ❺

  • Enter the username or select a user from the dropdown list, then click the Add button. ❻

  • Submit the form. ❼

Show the **Edit Share** entry

Fig. 1.71 Show the Edit Share fa-share-from-square Entry

Show the share configuration page

Fig. 1.72 Show the share configuration page

Enter the username or select a user from the dropdown list to share the project

Fig. 1.73 Enter the username or select a user from the dropdown list to share the project.

Add Sharing Permissions for a Shared Project via bi-folder-symlink-fill-black Collaborations Entry

  • Follow the instructions Create a Shared Project to create a shared project by Team User1.

  • From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book-half Project Title in sequence to redirect to the project details page. ❶

  • Under the Project tab, click on the bi-book-half Project Title to show the project annotations. ❷

  • Click on the Edit Share fa-share-from-square icon to show the share configuration page. ❸

  • Under the Project tab, click on the metro-ui-css-mif-users Shared Users, and then metro-ui-css-mif-user-plus New Share to share the project with other users. ❹

  • Click on Select button to choose and configure the user to have either read-only/comment or read-write/comment permissions on the project. ❺

  • Enter the username or select a user from the dropdown list, then click the Add button. ❻

  • Submit the form. ❼

Show the **Edit Share** entry

Fig. 1.74 Show the Edit Share fa-share-from-square Entry

Show the share configuration page

Fig. 1.75 Show the share configuration page

Enter the username or select a user from the dropdown list to share the project

Fig. 1.76 Enter the username or select a user from the dropdown list to share the project.

Add Sharing Permissions via bi-house-gear-fill Share Admin Entry

  • From the left navigation panel, select bi-house-gear-fill Share Admin New Share in sequence to redirect to the New Project Share page. ❶

  • Select the Project and User from the respective dropdown list in sequence. ❷

  • Select the Sharing Permission checkbox. ❸

  • Click on the Share the project button to add the sharing permission. ❹

Show the **New Share** entry

Fig. 1.77 Show the New Share Entry

Show the page for adding new sharing access

Fig. 1.78 Show the page for adding new sharing access

1.5.2.5.6. Remove Sharing Permissions for an Existing Project

Remove Sharing Permissions via Edit Share fa-share-from-square Entry

  • From the left navigation panel, select bi-folder-symlink-fill-black Collaborations User Name bi-book-half Project Title in sequence. ❶

  • Under the Project tab, click on the bi-book-half Project Title to show the project annotations. ❷

  • Click on the Edit Share fa-share-from-square icon to show the share configuration page. ❸

  • Under the Project tab, click on the metro-ui-css-mif-users Shared Users to show the sharing permissions. ❹

  • Check the Lock checkbox to disable the user’s sharing access. ❺

  • Click the Lock Users button to confirm the changes to sharing permissions. ❻

Show the **Edit Share** entry

Fig. 1.79 Show the Edit Share fa-share-from-square Entry

Show the page for disabling sharing access

Fig. 1.80 Show the page for disabling sharing access

Remove Sharing Permissions via bi-house-gear-fill Share Admin Entry

  • From the left navigation panel, select bi-house-gear-fill Share Admin View Shares in sequence to redirect to the Shared Projects page. ❶

  • Under the Group By Project tab, check the Lock checkbox to disable the user’s sharing access. ❷

  • Click the Apply button to confirm the changes to sharing permissions. ❸

Show the **View Shares** entry

Fig. 1.81 Show the View Shares Entry

Show the page for disabling sharing access

Fig. 1.82 Show the page for disabling sharing access

1.5.2.5.7. Overview of Projects for A Demo Team

To streamline project sharing within the SimpleELN Team Edition, we have established a team administrator account along with four team user accounts: Team Admin1, Team User1, Team User2, Team User3, and Team User4. These accounts will serve as demonstrators to show how projects can be shared among team members.

Team Accounts

Fig. 1.83 Team Member Accounts for a Sample Team

Team Accounts

Fig. 1.84 An overview of the projects created by Team User1. Team User1 has created three projects and has shared them with team members, as demonstrated above.

Team Accounts

Fig. 1.85 An overview of the projects created by Team User2 and Team User3. Team User2 has created two projects and shared them with team members, as shown above. Team User3 has created only one project but has not shared it with any team members.

1.5.2.5.7.1. Overview of Projects by Team User1, a Team User

Overview of Projects by Team User1, a Team User

  • Team User1 creates a non-shared project, which is listed under the metro-ui-css-mif-books My Projects section.

    • bi-book-half Non-Shared Project 1

  • Team User1 shares two projects with other team members, which are listed under the bi-folder-symlink-fill-black Collaborations section.

    • bi-book-half Shared Project 1

    • bi-book-half Shared Project 2

Overview of Projects by **Team User1**

Fig. 1.86 Overview of Projects by Team User1. New data entries are enabled in projects created by Team User1, including options such as New Chapter/Section/Experiment/Protocol/Result/Attachment.

1.5.2.5.7.2. Overview of Projects by Team User2, a Team User

Overview of Projects by Team User2, a Team User

  • Team User2 creates a non-shared project, which is listed under the metro-ui-css-mif-books My Projects section.

  • Team User2 creates a shared project, which is listed under the bi-folder-symlink-fill-black Collaborations section.

  • Team User1 shares two projects with Team User2, which are listed under the bi-folder-symlink-fill-black Collaborations section.

    • bi-book-half Shared Project 1, Read-Only/Comment Sharing Access

    • bi-book-half Shared Project 2, Read-Write/Comment Sharing Access

Overview of Projects by **Team User2**

Fig. 1.87 Overview of Projects by Team User2. New data entries are enabled in projects, whether created by Team User2 or by other users and shared with Team User2 with Read-Write/Comment Sharing Access. However, if the sharing access is Read-Only/Comment Sharing Access, no new data entries are enabled.

1.5.2.5.7.3. Overview of Projects by Team User3, a Team User

Overview of Projects by Team User3, a Team User

  • Team User3 creates a non-shared project, which is listed under the metro-ui-css-mif-books My Projects section.

  • Team User1 shares a project with Team User3 with Read-Write/Comment Sharing Access, which is listed under the bi-folder-symlink-fill-black Collaborations section.

  • Team User2 shares a project with Team User3 with Read-Only/Comment Sharing Access, which is listed under the bi-folder-symlink-fill-black Collaborations section.

Overview of Projects by **Team User3**

Fig. 1.88 Overview of Projects by Team User3. New data entries are enabled in projects, whether created by Team User3 or by other users and shared with Team User3 with Read-Write/Comment Sharing Access. However, if the sharing access is Read-Only/Comment Sharing Access, no new data entries are enabled.

1.5.2.5.7.4. Overview of Projects by Team User4, a Team User

Overview of Projects by Team User3, a Team User

  • Team User4 does not create any projects, whether shared or not.

  • Team User2 shares a project with Team User4 with Read-Write/Comment Sharing Access, which is listed under the bi-folder-symlink-fill-black Collaborations section.

Overview of Projects by **Team User3**

Fig. 1.89 Overview of Projects by Team User4. New data entries are enabled in projects created by other users and shared with Team User4 with Read-Write/Comment Sharing Access.

1.5.2.5.7.5. Overview of Projects by Team Admin1, the Team Admin

Overview of Projects by Team Admin1, the team administrator

  • The team, Team1, , has a team administrator and four team users: Team Admin1, Team User1, Team User2, Team User3, and Team User4.

  • Team User1 creates three projects, which are listed under the bi-folder-symlink-fill-black Collaborations section.

  • Team User2 creates two projects, which are listed under the bi-folder-symlink-fill-black Collaborations section.

  • Team User3 creates one project, which is listed under the bi-folder-symlink-fill-black Collaborations section.

  • Team User4 does not create any projects, and accordingly, no entry is listed under the bi-folder-symlink-fill-black Collaborations section.

  • None of the team users share a project with Team Admin1, the team administrator.

  • Team Admin1, the team administrator, has Read-Only/Comment Sharing Access to projects created by the team members.

Overview of Projects by **Team Admin1**, the team administrator

Fig. 1.90 Overview of Projects by Team Admin1. The team administrator, Team Admin1, has Read-Only/Comment Sharing Access to projects created by the managed team members.