iPortal supports sharing the added project resources with other users. The project sharing scopes include: private, public search/view, designated search/view. When registering a project, you can set sharing scope. Once finish the sharing, the designated users can access it from "Resource Center > Project > Public / Shared with Me / My Organization / My Groups".
Project sharing scope
- Private: The default sharing scope is private. Only the creator and the administrator who has resource management rights are allowed to view/delete the resource, view/edit the details and change the sharing settings.
- Public Search: All users (including anonymous users) can search and view resource details, but cannot view the resource. The shared user needs to apply for resource authorization for view permission.
- When sharing public search permission, you can also share the view permission with designated departments/groups/users.
- Public View: All users (including anonymous users) can view the project and its details.
- Designated: the designated object can be a department, a group, or a user.
- When choosing "Designated search/view", the designated department/group/user can search/view the shared project in "Resource Center > Project > Public / Shared with me / My Organization / My Group".
- The designated department option requires that the administrator has enabled the organizational structure (disabled by default) and turned on sharing to department configuration in the iportal.xml configuration file (turned off by default).
- The designated group option requires that you have joined at least one group (either as a group creator or a group member) and have permission to contribute resources. That means only groups to which you have permission to contribute resources will be listed. For more information about creating, joining and using groups, please see: Use group. Meanwhile, the administrator needs to turn on the Share to Group configuration in the iportal.xml configuration file (turned on by default).
- The designated user option requires that the administrator turns on the Share to User configuration in the iportal.xml configuration file (turned on by default). The administrator can also configure in the iportal.xml configuration file whether to list all users when sharing to designated users. If the number of users is large, the administrator can also set the search mode to fuzzy match in the iportal.xml configuration file to improve the efficiency of the search.
Note : If the administrator has enabled the project review function, the projects to be shared must be reviewed before the sharing settings take effect. You can check the review status on the My Projects page by the resource thumbnails. For projects that are pending review, the thumbnail will show "Pending administrator review", while for service that has not passed the review, it will show "Review Rejected".
Sharing steps
- After logging in, click on "Resource Center" > "Project" in the top navigation bar to access the project resources page, and then click "My Projects" in the secondary navigation bar to access the My Projects page.
- In list view mode, click on the icon
in the action bar of the specific project resource. In grid view mode, click on "..." in the bottom right corner of the card and select "Share" to enter the sharing settings page.
- If the resource is private now, click on the "Sharing" button and select the sharing scope "Public Search", "Public View" , or "Designated".
- If the resource is shared now, you can change the sharing scope directly; or click the "Share" switch to turn off the sharing status of the resource. Click the "Save" button to take effect.
- If you set the sharing scope to "Public Search", click the "Save" button directly to take effect. You can also assign the view permission with designated objects when sharing the public search. Click "Add department / Add group / Add user" to add the objects to be shared. Once added, the page will list the shared objects that have been added. You can delete a single shared object or select multiple shared objects to delete in batch. Click the "Save" button to take effect.
- If you set the sharing scope to "Public View", click the "Save" button directly to take effect.
- If you set the sharing scope to "Designated", you need to click "Add department / Add group / Add user" to add the objects and set search/view permissions. Once added, the page will list the shared objects that have been added. It supports modifying the spatial extent of a shared object and deletion of a shared object one by one or in a batch. Click the "Save" button to take effect.