> For the complete documentation index, see [llms.txt](https://docs.informationhub.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.informationhub.io/project/settings.md).

# Settings

Project Settings let you configure your project's identity, visibility, access controls, and more.

<figure><img src="/files/zsS6B3P1dbJhNVA2aOC9" alt="Project settings"><figcaption><p>Project settings</p></figcaption></figure>

## 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.

{% hint style="info" %}
For your project to appear in the Marketplace, it must be both marked as a Template **and** set to **Public** visibility.
{% endhint %}

## 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:

1. Open **Settings** for the project.
2. Click the **Copy Project** link. The copy dialog opens.
3. Under **Owner**, select who will own the new project - this can be yourself, an organisation you belong to, or a group.
4. Enter a **Project Name** for the copy.
5. 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.
6. 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.
7. Click **Copy** to create the new project.

{% hint style="info" %}
Copying a project only duplicates structure and data. It does not grant anyone new access, and does not share your data with others.
{% endhint %}

## Change project owner

You can transfer ownership of a project to an organisation, a group, or another project member.

To change the owner:

1. Open **Settings** for the project.
2. Click the **Change Owner** link. The transfer ownership page opens.
3. Select the type of new owner using the radio buttons: **Organisation**, **Group**, or **User**.
4. A dropdown appears below the radio buttons. Select the specific organisation, group, or user you want to transfer to.
5. Click **Submit** to complete the transfer.

{% hint style="warning" %}
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.
{% endhint %}

## Custom roles and permissions

Create and manage custom roles for fine-grained access control. See [Users](/project/users.md) for more details on how roles are assigned to project members.

**Create a role:**

1. Open the **Roles** section in Settings.
2. Click **Create New Role**.
3. Enter a name for the role.
4. Click **Create**.

**Update a role:**

1. Click **Update Role**.
2. Select the role you want to edit from the dropdown.
3. Edit the role name if needed.
4. Toggle the individual permission checkboxes on or off to control what the role can do.
5. Click **Save**.

**Delete a role:**

1. Click **Delete Role**.
2. Select the role you want to remove from the dropdown.
3. Click **Delete** to confirm.

{% hint style="info" %}
Roles you create here can be assigned to project members from the [Users](/project/users.md) page.
{% endhint %}

## API keys (project-level)

{% hint style="warning" %}
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.
{% endhint %}

## Delete a project

If you no longer need a project, you can move it to trash:

1. Scroll to the bottom of the Settings page.
2. Click **Delete project** (or **Move to trash**).
3. Confirm the action.

{% hint style="warning" %}
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.
{% endhint %}


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