Managing an Existing Project: Settings & Permissions

Already created your project? Here's how to adjust permissions, privacy limits, and more, all from one place.

 

How to Access Project Settings

To open your settings:

1. Open your project in Caplena

2. Click the gear icon (⚙️) in the left-hand menu

3. Switch between General, and Permissions tabs at the top

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General Tab

Here you can adjust basic project-level behavior related to appearance and privacy.

• Language & Translation Engine
  The language and translation engine are selected during project setup.

• Selected Theme
  Choose the visual theme for your reports.

• Report Case Limit 
  A privacy feature that hides insights if there are too few responses for a segment.
  
  

Real example:

I set the case limit to 5. When I click the topic SPECIAL OFFERS, which has 2 responses, Caplena hides the view to protect respondent privacy and shows a case-limit notice instead of individual responses.

 

When you apply a global filter in the report, the behavior of your insights depends on whether the selected topics meet the minimum case number required for insights to be calculated.

Case A: Only topics below the minimum case number selected

• All insight elements will appear blank.

• This is expected: insights cannot be calculated for topics with too few cases.

Case B: Mix of topics below and above the minimum case number

• Insight elements will still be shown.

• Topics with enough cases will display as usual.

• Topics below the minimum case number will still appear in charts but you won´t be able to see individual responses.

 

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Permissions Tab: Control Access

This tab allows you to manage who can access your project, what they can do, and how granular their permissions should be.

 

Project Permissions

These determine what a user can do with the raw project data and its structure (e.g., topics, coding, imports):

 

Report Permissions

These control what users can do in the reporting interface