Project

Profile

Help

Make Redmine Projects Public on Planio » History » Sprint/Milestone 17

Jan Schulz-Hofen, 03/17/2017 05:07 AM

1 1 Jan Schulz-Hofen
# Make Redmine Projects Public on Planio
2
3 3 Jan Schulz-Hofen
Planio is powered by Redmine and as such it offers the same great possibilities to **make Redmine projects public** on the Internet. You can choose whether your projects should be accessible to anyone – without the need to login, including search engines – or whether you'd like visitors to sign up first and leave their email address. You can also choose to manually confirm signups or confirm them automatically by sending an activation link in an email.
4 1 Jan Schulz-Hofen
5
{{>toc}}
6
7 16 Jan Schulz-Hofen
## What are Public Projects used for?
8
9 17 Jan Schulz-Hofen
Making your projects public is a great way to **provide a help desk for your customers**. Allow them to view FAQs or tutorial guides in the wiki ([like we do at Planio](https://support.plan.io/projects/planio-support-en)) or let them sign up to discuss in forums or create issues.
10
11
Public projects in Planio are also great for **collaboration on Open Source projects**, for instance. You could also use it to **host publicly accessible [Git or Subversion](https://plan.io/subversion-hosting-and-git-hosting/) Repositories**.
12 13 Jan Schulz-Hofen
13 1 Jan Schulz-Hofen
Sounds fun? Follow this guide to learn how it's done.
14
15
## What is a Public Project?
16
17 4 Jan Schulz-Hofen
A public project on on your Planio powered Redmine account is essentially that: **An open project that is available to the public**.
18
19
Normally, only the explicitly named members of a project in Planio can access it and outsiders cannot see what's going on. Let's change that! Here's how:
20
21
1.  Find your project or create a new one
22
2.  Navigating to **Settings** -\> **Information** in your project
23
3.  Check the box next to the **Public** label and click **Save**
24
25 5 Jan Schulz-Hofen
{{figure(Make Projects Public on Redmine by Planio)
26
!make_redmine_project_public@2x.png!
27
}}
28
29 4 Jan Schulz-Hofen
Congratulations! You now have a public project.
30
31 6 Jan Schulz-Hofen
### Optional: Make all Projects Public by Default
32 4 Jan Schulz-Hofen
33
Would you like to make all projects public by default? No problem:
34
35
1.  Navigate to *your avatar* -\> **Administration** -\> **Settings** -\> **Projects**
36
2.  Check **New projects are public by default**
37
3.  Click **Save**
38
39
Next, we'll learn how this change impacts your project and who will now be able to access it.
40
41 1 Jan Schulz-Hofen
## The Anonymous & Non-Member Roles
42
43 8 Jan Schulz-Hofen
Now that you've made your project public, let's see how this changes the access permissions to it.
44
45
Please navigate to *your avatar* -\> **Administration** -\> **Roles and Permissions** for a moment. You'll see two special roles in addition to [your own individual roles](https://plan.io/roles-and-permissions/) which you can define yourself:
46
47 1 Jan Schulz-Hofen
{{figure(Non-Member and Anonymous Roles)
48
!non-member_and_anonymous_roles_in_redmine@2x.png!
49
}}
50 10 Jan Schulz-Hofen
51
### The **Non-Member** Role
52
53
Click on the **Non-Member** role to pull up its permissions. What you configure here will govern what **any user in your Planio account** will be allowed to see and do in your **public projects**.
54
55 12 Jan Schulz-Hofen
Specifically, this means that you won't have to add users to this public project anymore to give them access to it. Any user who does not have a specific role in the project automatically gets the permissions set in the **Non-Member** role. Users who *are members* in a public project will have all permissions from both the **Non-Member** role and their explicit membership roles combined.
56 10 Jan Schulz-Hofen
57 11 Jan Schulz-Hofen
{{figure(Permissions of the Non-Member role)
58
!permissions_of_non-member_role@2x.png!
59
}}
60
61 10 Jan Schulz-Hofen
### The **Anonymous** Role
62 9 Jan Schulz-Hofen
63 1 Jan Schulz-Hofen
### Individually Adding Anonymous and Non-Members to Projects
64 7 Jan Schulz-Hofen
65
## Do Not Require Authentication
66 1 Jan Schulz-Hofen
67
## User registration
68
69
### Activation options
70
71
### Conversion Optimization