Set the default Story Privacy Level across an entire project

Owned by Matt Kepple
Last updated: Aug 26, 2024 by neha
3 min read

The stories created within each project have a default privacy setting. You can change the default privacy setting on the Project Preferences page of each project you want to change the setting for.

Steps

You must be a Project Manager or an Organisation Admin to access the Project Preferences page.

This does not work retroactively. It does not change the Story Privacy Level of existing stories within the project, it simply changes the default story privacy setting for stories created from this point onwards.

  1. Access the Project Preferences page of the project you want to change the default story privacy setting for

  2. Scroll down to the Default Story Privacy section

  3. Change the privacy level to the level you want to use going forwards

  4. Scroll to the bottom of the page and press Save

 

Managing the "Share with tagged Active Participants" Feature

Further using the "Share with tagged Active Participants" checkbox in the STORIES section and setting the default Story Privacy Level across an entire project. These features ensure that story sharing and privacy settings are managed efficiently and relevantly.


A new checkbox is added to the Project Preferences page to control the visibility of the "Share with Active Participants" checkbox on the Create Story page. This checkbox is hidden by default and will only appear when configured by the user. Additionally, the default Story Privacy Level for new stories can be set at the project level.

Steps to Configure and Use the Feature

  1. Accessing the Project Preferences Page

  • Navigate to Project Preferences

    • Go to the Project Preferences page for the desired project.

  • Enable the Feature

    • Scroll to the STORIES section at the bottom of the page.

    • Locate the new checkbox labeled "Share stories with Active Participants."

    • Tick this checkbox to enable the feature (This is disabled by default).

  1. Creating a Story with Active Participants

  • Navigate to Create Story Page

    • Go to the Create Story page as a signed-in user

  • View the Checkbox

    • When the "Share stories with Active Participants" checkbox is enabled in Project Preferences, the "Share with tagged Active Participants" checkbox will be displayed on the Create Story page.

    • Note: The checkbox will not appear if the feature is not enabled in Project Preferences.

  • Using the Checkbox

    • If the "Share with tagged Active Participants" checkbox is visible, you can tick it to share the story with tagged active participants.

    • This option is useful for targeting specific participants with the shared story.

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