(en) Repository Management

Summary Description of the Feature

Repository management lets you segment the visibility and access of several types of content, such as fields, tags, export templates, content (clauses, sections, schedules), templates, and documents. This feature allows you to organize different content both within an organization and beyond it. Content can be segmented using two types of repositories—parent or child repositories—and access can be controlled with read or write permissions.

Access to Feature

From the (en) Modify information on the organization window, click List of repositories.

Detailed Description of the Feature

List of repositories

In addition to allowing you to view the repositories, this window allows you to perform the following actions:

1. Create a repository;

2. Search a repository;

3. Sort the list by name or by creation date;

4. Display the sub-repositories of a parent repository;

5. Navigate to a repository's information.

Create a repository

Step 1 (informations):

1. Enter the repository name (required).

2. Choose the repository type: Parent repository or Sub-repository (by default, Sub-repository is selected).

3. Choose a Parent repository (available only for the Sub-repository type).

4. Enter a description (optional).

5. Click on Next ;

Step 2 (assignation):

Assignment lets you choose which organizations will have access to the content, as well as each one's access rights.

1. Select an organization by clicking the + next to an organization in the List of organizations section. You can use the search bar to easily find an organization.

2. Choose an access right, Read or Write, by clicking the menu in the Access right column of the Organization section. You can use the search bar to easily find an organization and click x to remove an organization.

3. Then, click on Save.

Modify a repository

After navigating to a repository's information, you can view several important pieces of information, such as the list of assigned organizations and the parent repository (if applicable). You can also perform the following actions:

1. View the history (see (en) History);

2. Manage access (see step 2 above);

3. Manage taxonomies

4. Edit the repository logo (the main repository's logo cannot be edited, as it is the same as the organization's logo);

5. Modify the repository name;

6. Modify the repository description;

7. Use the contract strategy step when creating the project;

8. Save the modifications.

9. Manage access