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How to create projects? How to choose the right project Type? How to set access permissions for private projects?  How to share projects?  How to invite members to your projects? How to manage project members? How to set access permissions for project folders? How to invite members to your project folders? How to move projects and project folders? How to delete projects and project folders? How to restore projects and project folders from Recycle Bin?
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Tutorial / Mockplus DT / Project Management / Project Management

Project Management

Mockplus DT offers a central online space to create, organize and manage your projects. That’s where you can:

  • Create Private or Team projects

  • Set different project access permissions

  • Share projects via a link 

  • Manage projects using project folders

  • Move projects and project folders 

  • Delete and restore projects and project folders 

  • Invite and manage project members 

Now, let's delve deeper into this specific feature.

How to create projects?

Here is how you can create a new project:

  • Click on the "New" button in the top left corner 

  • Name your project and choose a "Private" or "Team" project type

  • Click “OK” to confirm the creation

Alternatively, you can initiate a new project by importing an existing file directly from your computer's local drive, such as a Sketch, Figma, or Mockplus DT file.

How to choose the right project Type?

When creating a new project, ensure to select the right project type.
Mockplus DT offers two project types:

  • Private projects: Only visible and accessible to the project members.

  • Team projects: Visible and accessible to all members of the team where the project is located. 

This valuable feature helps safeguard your project data, mitigating any potential data leakage issues when sharing projects.
Furthermore, even after creating a project, you can modify the project type by expanding its right-click menu and selecting "Manage members":

Note: Only the project member with the "Can Manage" access permission can change the project type.

How to set access permissions for private projects? 

When creating a Private project, you have the ability to define access permissions for members of your Private projects, enhancing data security.
Here are the available access permissions:

  • Can Manage - Granting users the "Manage" access to the project allows them to join the project or project folder and manage it effectively. This level of access is ideal for team members who need administrative control over the project.

  • Can Edit - By assigning users the "Edit" access, you enable them to join the project or project folder and make edits to its content. This level of access is suitable for collaborators or your teammates who need to actively contribute and modify project elements.

  • Can View - Providing users with "View" access permits them to join the project or project folder, but they can only view its contents without making any edits. This access level is ideal for stakeholders or team members who require visibility into the project's progress without altering its content. 

Here are more detailed information on these three access levels:

Two ways to set the access permissions: 

Way 1:

  • Expand the right-click menu of the project on the project homepage.

  • Select "Settings" to access the permissions settings

Way 2:

  • Enter a project and click the “Share” button in the top toolbar

  • Click "Settings" in the pop-up window

Now, in the Setting panel, you can customize the access permissions for the member of your project:

  • Tick or untick the checkbox on the left section to add or remove a member

  • Configure the access permissions for individual member on the right section

Additionally, you can click the "Add" button next to a member group on the left section to set access permissions for the entire group.

Note:All members within the group will inherit the access permissions you've set for them. However, if you also individually assign access permissions to a specific member within that group, the member's actual permission level will be the higher one you've assigned.

How to share projects? 

While working on a project, you have two convenient ways for sharing your projects with others via a single link:
Way 1:

  • Enter a project and click the “Share” button in the top toolbar

  • Copy the invite link in the pop-up window

  • Now, simply send the link to anyone you want to collaborate with

Way 2:

  • Expand the right-click menu of the project on the project homepage

  • Click "Share" from the available menu options

By following these two methods, you can easily share your projects with team members and collaborators, promoting efficient collaboration in Mockplus DT.
Note: While trying to share a project with others via a single link, you may first set different access permissions for the recipients, so everyone who gets the link would also be granted with the same access permission.

How to invite members to your projects?

In Mockplus DT, you can invite a member to your project for a better collaboration, all via a single invite link.
Here are three ways you can get the invite link:
Way 1：

  • Expand the right-click menu of the project on the project homepage

  • Click "Share" from the available menu options

  • Now, simply copy the link to invite anyone that you want to collaborate with

Way 2:

  • Enter a project and click the “Share” button in the top toolbar

  • Copy the invite link in the pop-up window

Way 3:

  • Click "Settings" in the pop-up share project window

  • Copy the invite link and share it with anyone you want

Note: Before copying the invite link, you may also set different access permissions for the recipients, so everyone who gets the link would also be granted with the same access permission.

How to manage project members?

Here is how:

  • Hover over a project

  • Expand the right-click menu of the project  and select "Members"

  • Add or delete project members under the Permission tab in the pop-up window

How to create project folders?

You can create a project folder to organize and manage your projects.
Here is how:

  • Enter the Homepage of Mockplus DT

  • Click the New project folder on the top

You can then:

  • Drag projects into the project folder or directly create projects within the folder 

  • Nest project folders to meet your needs 

How to set access permissions for project folders?

Project folders share similar access permissions with your personal projects. For a more detailed understanding, you can refer to the access permissions for personal projects. 
Here are the form of showing the access permission details of project folders:

Two ways to set the access permissions: 

Way 1:

  • Expand the right-click menu of the project folder on the project homepage.

  • Select "Settings" to access the permissions settings.

Way 2:

  • Enter a project folder and click on the creator's avatar

  • Set the access permissions in the pop-up window

Now, in the Setting panel, you can customize the access permissions for the member of your project folder:

  • Tick or untick the checkboxes on the left section to add or remove members

  • Configure the access permissions for individual member on the right section

Additionally, you can click the "Add" button next to a member group on the left section to set access permissions for the entire group.

Note: All members within a group will inherit the access permissions you've set for that group. However, if you individually assign access permissions to a specific member within the group, the member's actual permission level will be the higher one you've assigned.
Once a member or member group has been assigned specific access permissions within a project folder, they will maintain the same access permissions for all projects inside that project folder.
If you've set separate access permissions for a member or member group in a child project folder, the higher access permission level will take precedence.

How to invite members to your project folders?

  • Step 1. Expand the right-click menu of the project folder on homepage

  • Step 2. Select "Settings" from the menu

  • Step 3. Switch to the "Invite members" tab

  • Step 4. Copy that invite link

You can then share this link with your partners to invite them into your project folder.

How to move projects and project folders?

You can move projects across different project folders and teams, or move project folders between different teams:

  • Enter the Homepage of Mockplus DT

  • Hover over a project or project folder

  • Expand the right-click menu of the project or project folder

  • Click Move to start moving the project or project folder

Note: Only the Super Admin on the team can move a project.

How to delete projects and project folders?

  • Enter the Homepage of Mockplus DT

  • Hover to a project or project folder

  • Expand the right-click menu of the project or project folder

  • Click Delete from the drop-down list

How to restore projects and project folders from Recycle Bin?

  • Enter the homepage of Mockplus DT

  • Select the Recycle bin tab in the left menu

  • Expand the right-click menu of the project or project folder

  • Click Restore to move the project/project folder back

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