Menu
  • About Us
  • Pricing
  • Features
SCHEDULE DEMO
Popular Search goodsyncdownload

Advanced Options

  • How To Live Edit A Spreadsheet
  • How To Live Edit A PowerPoint Document
  • Real-Time Collaboration Guide
  • How To Live Edit A Document
  • Using The Projectfusion IOS App
  • Getting Your Data Room Ready For The IOS App
  • Allowing Download Access To Files
  • Projectfusion Closing Bibles
  • Backup And Redundancy Options
  • Archiving Sites The Right Way
  • Getting A Closing Bible Or Archive Of Content
  • Making Changes To Your Billing Account Such As Changing Payment Details, Billing Address, Changing Your VAT Number, Changing Your Billing Account Password Or Cancelling A Subscription
  • Adding Another Credit Card Or Direct Debit Subscription To Your Plan
  • Setting Folder And File Permissions
  • How To Setup And Use Email Upload
  • How To Upload Files Discretely
  • Uploading Or Downloading Files With Windows Web Folders / WebDAV
  • Setting Up Expandrive/Projectfusion Desktop App
  • Uploading & Downloading Files And Folders Using A Zip File
  • How To Access And View Site Reports Using The Reporting Tool
  • Projectfusion Guide To Workflows And Tasks
  • How Do I Create And Use Workflows
  • Site Index Setup And Use
  • Data Lists
  • Bulk Add Users
  • Accepting Invites And Resetting Passwords – Managers & Admins
  • Naming Conventions And Allowed Characters
  • How To Enable Advanced Excel Viewer In Your Site
  • How To Stop All Users Downloading Files
  • How To Add An Image To The Site Dashboard
  • How To Disable Sites (Managers Only)
  • Site Creators Guide
  • How To – Deleting A Site
  • Adding Custom Watermarks To Documents
  • Setting Up Watermarks
  • Setting Up Terms And Conditions
  • Create A Site And Choose Visibility / Social Settings
  • How To Add Users Into A Site Using The Groups Interface (Admin Only)
  • How To Add Yourself Into A Site & Become A Site Manager
  • Trusted Users – For Admins Only
  • Accessing Custom Reports
  • The Audit Dashlet (Administrators)
  • How Do I Customise My Data Room Emails
  • Setting Up A Custom URL With Projectfusion
  • IE6 SSL Protocols / “POODLE” Vulnerability
  • Setting Minimum Password Strength
  • Restricting Projectfusion’s Access To Your Data Room
  • Creating And Adding Users To SITE_CREATORS Groups
  • The “ADMINISTRATORS” Group And How To Add Users To It.
  • CMIS & WebDAV Control Panel
  • Disable Customize User Dashboard
  • Document Comparison
  • How To Send A File Or Folder From Your Document Library Using Safedrop
  • How To Disable Activity Feed On A Per Site Basis
  • How To Disable Recent Activity Emails
  • Getting Changes Made To Projectfusion
  • Open Standards Support
  • Using Mobile Devices With Projectfusion
  • Excel Documents In Previewer
  • How To – Use Tags
  • How To – Upload & Download
  • How to add a video to your site dashboard
  • How to use image previewer
  • How to use Blogs
  • How To – Upload Using iOS App

Safedrop

  • Safedrop Outlook Plugin Guide
  • How To – Use Safedrop Inbox
  • Using Inbox To Receive Files
  • Upload Files That Won’t Expire So You Can Safedrop Them Over And Over Again. ‘Advanced’ Interface Guide
  • Safedrop Admin
  • Safedrop Service Guide
  • Free User Safedrop Service Guide
  • How To Use The Zylpha Safedrop App
  • How To Edit Terms Of Use, Audit Retention And ‘Remember Me’ Times And Change Your API Target Folder (Advanced)
  • How To Receive Your Safedrop
  • How To Access Safedrop From Projectfusion
  • How To – Send a Safedrop
  • How To – Track a Safedrop
  • How to – Use ESIG

Getting Started

  • Getting Started With The iOS App
  • How To – Access And Manage Q&A
  • How To – Add Users
  • Getting Started Video
  • Service Guide For Managers & Admins
  • Quick Start Manual
  • How to – Use ESIG

FAQ

  • Live-Edit Keyboard Shortcuts
  • Our Policy For Upgrading/Downgrading Plans
  • Per Site Billing Option
  • What Are – Roles And Permissions
  • What Is – Autonumbering And Indexing
  • How To – Send an email to entire data room
  • Re-Inviting Members Who Have Left A Site
  • Supported Document Types For Secureview And Preview
  • How To Customise Your Site Dashboard
  • Sites I Manage
  • How To – Search
  • The Site Activity Dashlet
  • 2FA Guide
  • Deleting & Restoring Things From The Recycle Bin
  • Changing The Logo And Theme For All Sites
  • How To – Select / Change Your Home Page
  • Supported Languages
  • How To – Login To The Data Room
  • How To – Delete Files
  • How To – Branding
  • Can I transfer folders between two sites
  • Issues accessing safedrop on Chromium Browsers
  • Q&A Notifications & FAQs
  • Home
  • help
  • Advanced Options
  • Create A Site And Choose Visibility / Social Settings

Create A Site And Choose Visibility / Social Settings

Required Permissions: Administrator or Site Creator Access

Creating a site in PROJECTFUSION is very simple – you just need administrator rights.

This article will help you create a Site and choose settings that are applicable to your use case.

Creating a Private and non-social site

Private and non-social sites are the most secure and fit use cases such as M&A, where the multiple parties are to be kept completely separate.

  1. Locate and click “Sites” at the top of the data room
  2. From the drop-down click “Create Site”
  3. In the dialog box that appears simply give your site a “Name”, leave everything else the same and click OK.

^This is how your site settings should look.

These settings will create a site that can’t be searched for by existing members of other sites, and to become a member you have to be invited by the manager.

Creating a Public and non-social site

A Public site will let existing members of other sites to search, find and join as a member. You can control who you allow to join the site by ticking “Moderated site membership” – this means the manager has to accept the request before membership is granted.

  1. Locate and click “Sites” at the top of the data room
  2. From the drop-down click “Create Site”
  3. In the dialog box that appears give your site a “Name”
  4. Select Public as your Visibility option
  5. Optional – Tick “Moderated site membership”
  6. Click OK to proceed

^This is how your site settings should look.

Social Sites

Regardless of the Visibility settings you choose you have the option to specify whether or not the site should be “Social”. What does this mean?

When users are added to a site they are given one of the following roles: Consumer view only, Consumer PDF/Print, Consumer, Contributor, Collaborator or Manager.

Consumer users cannot modify site contents or settings. There are some site features which are turned off for Consumers when a site is not Social:

This is so that view-only users (i.e. Consumers) of non-Social sites cannot give away any information about their activities, or expose information about themselves, to other Consumer users of the site – in other words everything is kept anonymous!  This is typically important for sites used for due diligence.

Where features remain for Consumers in non-Social sites, they are restricted in such a way that no information is broadcast to other site members of a Consumer level.  For example, a Consumer user can still “favourite” a document, but that information is only visible to themselves.

The Social / non-Social status of a site can be changed by an administrator via More > Edit Site Details on the top right of the site page.

Please see here for more information on role permissions.

A recap of the site Visibility options

As mentioned before you have a choice of Public or Private.

Public – means anyone who has a login can see the site exists, and join it to see all content. Don’t use this setting unless you really want everyone to see it! This is however great for value adding data that you want to share with lots of different parties.

Public – ‘Moderated site membership’ – means anyone who has a login can see the site exists and request to join it. The site managers can then allow or reject access.

Private (default) – nobody knows a private site exists unless you invite them to it, and it won’t show up in searches.

If you are at all unsure please get in touch with our team and we can advise.

What are your Feelings
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
  • Pinterest
Updated on April 7, 2022
Setting Up Terms And ConditionsHow To Add Users Into A Site Using The Groups Interface (Admin Only)
Solutions
  • Data Room
  • Collaborate Portal
  • Digital Courtroom
Resources
  • Videos
  • Downloads
  • Apps
  • Customers
Company
  • Blog
  • Contact
  • Ethics
  • (+44)20 7183 1245
We’re ISO27001 accredited…
We’re also fully GDPR compliant…
We’re also Cyber Essentials certified too!
We give 1% of turnover to charity!
Leave us a review!
  • 2021 OD Consultancy Ltd. All rights reserved
  • Terms
  • Privacy
  • sales@projectfusion.com
  • Projectfusion.com
Twitter
Facebook-square
Linkedin