Protecting a Team Project

You have the choice of protecting a project or leaving it unprotected:

Unprotected projects can be opened by any Citavi user that has an appropriate license.
Protected projects: can only be opened by Citavi users who have appropriate licenses and have been added as team members of the project. Depending on the roles assigned to them, they may or may not be able to make changes to the project.

You can project a project when you create it, or you can protect it later. When you protect a project, you automatically become a Project leader for the project.

Sometimes it may not be necessary to protect the project from within Citavi:

If you work in a small group where you trust everyone, no protection may be necessary at all. That saves you administrative efFort.
If you have a system administrator who can help (or if you are knowledgeable yourself), you can use Windows file permissions to protect sensitive information.
If you do not have a system administrator who can help, but would still like to protect projects from colleagues who are not part of the team you should use Citavi's settings for protecting a project.

Protecting an Existing Team Project and Assigning Roles

Open the unprotected team project.
On the File menu, click Project properties.
Click the Team setup tab.
Make sure no other team members are using the project, or else they may lose any unsaved changes they have made.
Click Protect with login and enter your e-mail address and a password. You can also set up other team members to grant access to specific persons.
Sie können jetzt Team-Mitglieder hinzufügen.

Important: All backups of the team project that were created before the project was protected are not protected and can be opened by anyone with access to the backups. If the backups contain sensitive information, move them to a location that unauthorized users cannot access.

Unprotecting a Project

To unprotect a team project, you must be a project leader of it.

Open the protected project you want to unprotect. Log in if necessary.
On the File menu, click Project properties.
Make sure no other team members are using the project, or else they may lose any unsaved changes they have made.
Click Unprotect team project. All members will be removed from the project.