Settings
Project Settings let you configure your project's identity, visibility, access controls, and more.
Project details
Update basic project information:
Name - change the display name of your project.
Description - add or update a summary of what the project is about.
Logo - upload a custom image to make your project easy to recognise.
Visibility
Control who can see your project:
Private - only invited team members can access the project.
Public - the project is publicly discoverable and appears in the Marketplace. Non-members can find it in browse results and copy it as a template, but project content (tables, forms, dashboards) remains accessible to invited members only.
To change visibility, open the visibility setting and toggle between private and public.
Template
The Template toggle marks your project as a template that others can copy. When enabled, your project appears in the Marketplace so that other users can use it as a starting point for their own work.
For your project to appear in the Marketplace, it must be both marked as a Template and set to Public visibility.
Copy a project
You can make a copy of any project you own or manage. This is useful for starting a new project based on an existing structure, or for creating backups before making large changes.
To copy a project:
Open Settings for the project.
Click the Copy Project link. The copy dialog opens.
Under Owner, select who will own the new project - this can be yourself, an organisation you belong to, or a group.
Enter a Project Name for the copy.
Choose what to copy by ticking the checkboxes in the Structures column. Available structures are: Dashboards, Forms, Tables, Storage, Manager, Wiki, and Apps.
Use Select All in the Structures column to tick or untick all structures at once.
Optionally, tick the checkboxes in the Data column to also copy the data stored in each structure. Data checkboxes only appear when the corresponding structure is selected.
Use Select All in the Data column to tick or untick all data at once.
Click Copy to create the new project.
Copying a project only duplicates structure and data. It does not grant anyone new access, and does not share your data with others.
Change project owner
You can transfer ownership of a project to an organisation, a group, or another project member.
To change the owner:
Open Settings for the project.
Click the Change Owner link. The transfer ownership page opens.
Select the type of new owner using the radio buttons: Organisation, Group, or User.
A dropdown appears below the radio buttons. Select the specific organisation, group, or user you want to transfer to.
Click Submit to complete the transfer.
Transferring ownership changes who controls the project's settings and billing. Make sure you are transferring to the correct owner before confirming. This action cannot be undone from the settings page.
Custom roles and permissions
Create and manage custom roles for fine-grained access control. See Users for more details on how roles are assigned to project members.
Create a role:
Open the Roles section in Settings.
Click Create New Role.
Enter a name for the role.
Click Create.
Update a role:
Click Update Role.
Select the role you want to edit from the dropdown.
Edit the role name if needed.
Toggle the individual permission checkboxes on or off to control what the role can do.
Click Save.
Delete a role:
Click Delete Role.
Select the role you want to remove from the dropdown.
Click Delete to confirm.
Roles you create here can be assigned to project members from the Users page.
API keys (project-level)
The API keys section in project settings is currently a prototype and is not fully functional. It is not accessible from the project sidebar. If you need programmatic access to project data, use the API keys in your Account Settings (Home - Settings) instead.
Delete a project
If you no longer need a project, you can move it to trash:
Scroll to the bottom of the Settings page.
Click Delete project (or Move to trash).
Confirm the action.
Deleting a project moves it to the trash. You can restore it from the trash if needed. Permanent deletion happens after the retention period expires.
Last updated