Already created your project? Here's how to adjust permissions, privacy limits, and more, all from one place.
📌 This guide is for managing settings after a project has been created.
If you're looking for help setting up a new project (e.g. with translation or anonymization), check out this article →
How to Access Project Settings
To open your settings:
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Open your project in Caplena
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Click the gear icon (⚙️) in the left-hand menu
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Switch between General, and Permissions tabs at the top
General Tab
Here you can adjust basic project-level behavior related to appearance and privacy.
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Language & Translation Engine
The language and translation engine are selected during project setup.
⚠️ These cannot be changed after the project is created.
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Selected Theme
Choose the visual theme for your reports. -
Report Case Limit
A privacy feature that hides insights based on very few responses.
If the limit is set to 5, any topic or filter combination based on 5 or fewer responses will be hidden, helping protect respondent anonymity.
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):
| Permission | What it allows |
|---|---|
No access |
User cannot view or access the project |
View |
User can see the project but cannot make changes |
Edit |
User can modify topics, structure, and data |
Append |
User can add new data |
Download |
User can export raw data |
Change permissions |
User can adjust other users' project permissions |
Inherit |
User can copy project´s topics to other projects |
Report Permissions
These control what users can do in the reporting interface
| Permission | What it allows |
|---|---|
View |
User can view reports but cannot make any changes |
Edit |
User can build and modify existing reports |
Create |
User can build new reports for the project |