Confidential Projects User Guide
Overview
Confidential Projects provide enhanced security for sensitive information by restricting visibility to explicitly authorized team members only. This guide will walk you through creating and managing confidential projects in our platform.
Note: Confidential Projects are being released on a rolling basis. To enable this feature for your organization, please contact our support team.
What Are Confidential Projects?
A confidential project is a secure workspace that:
Is visible only to users explicitly added to the project
Cannot be accessed by other team members, including administrators
Features modified functionality to maintain security standards
Due to their enhanced security requirements, confidential projects have specific functional changes. For complete details about these modifications, please refer to our comprehensive Confidential Projects documentation.
Prerequisites
Administrator privileges required - Only administrators can create confidential projects
Feature must be enabled for your organization
Creating a Confidential Project
Step 1: Initiate Project Creation
Navigate to your dashboard
Select Create Project
Follow the standard prompts until you reach the Select Content step
Step 2: Enable Confidentiality
On the Select Content step, locate and check the "Make Project Confidential" checkbox
Important: The "Save Responses to be used in future projects" option will automatically be disabled. This prevents confidential information from being exposed to unauthorized users through response libraries.
Note: While automatic response saving is disabled, you can still manually add responses to libraries when appropriate.
Step 3: Complete Project Setup
Continue through the project creation flow as normal
Select your desired response modes
Configure any additional settings
Click "Create Project" to finalize
Step 4: Verify Confidential Status
Once created, you can confirm your project's confidential status by looking for the red "Confidential" tag displayed next to the project name. This visual indicator confirms you're working within a secure, confidential environment.
Managing Confidentiality Settings
You can modify a project's confidentiality status after creation:
To Change Confidentiality Status:
Navigate to the project you wish to modify
Select Edit Project from the project menu
Navigate to the Content & Tags tab
Scroll to the bottom of the page
Check or uncheck the "Make Project Confidential" option as needed
Click Update to save your changes
Warning: Changing a project from confidential to standard will make it visible to all users with appropriate permissions. Ensure all team members understand this change before proceeding.