> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://projectfusion.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Admin & Site Manager Guide

🔐 *Note: Only Administrators or users in the `SITE_CREATORS` group can create a site.*

## 🏗️ Creating a Site

1. Click **Sites** in the top menu and choose **Create Site**.
2. Enter a name for your site. *(The name can be changed later, but the URL will stay the same.)*
3. Make sure **Private** is selected and **Social** is unticked.
4. After creating the site, you can edit settings like watermarking and site terms anytime:
* Click the gear icon (top right) > **Edit Site Details**.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_1vr5w3z.png)
## 🎨 Customising a Site
Go to **⚙️ Gear icon > Customise Site** (top right under the search bar).

### 🎭 Change Theme
* Select a new theme from the dropdown under **Site Theme**, then click **OK**.
### 🧱 Add/Remove Site Pages
* Drag icons from **Available Site Pages** into **Current Site Pages** to add.
* Drag them out of **Current Site Pages** to remove.
* Click **OK** to confirm changes.

## 📂 Uploading & Downloading Documents

> 💡 **Tip:** Prefix folders/files with numbers (e.g., `01_`, `02_`) for logical ordering.
### ⬆️ Uploading
* **Drag & Drop** files into the Document Library (folders are not supported).
* **Upload ZIP Archives (max 250MB):** Drag to the screen, then go to **More > Extract**.
* **WebDAV Tools (e.g., GoodSync):** Useful for syncing or uploading large data sets.

### ⬇️ Downloading
* Hover over a document and click the **Download** icon.
* Select multiple files > **Selected Items > Compress and download**.
* Use **WebDAV tools** for large-scale downloads.

### ✏️ Renaming
* Hover over any file/folder, click the pencil icon, edit, then click **Save**.

## 🔒 Redacting Documents
1. Open a document in the **Previewer**.
2. Click **Edit** (top-right).
3. Choose your redaction method:
    * **Manual Highlight** (Text or Area)
    * **Search Redaction** (Text, Preset, or Regex)

## 🧭 Managing Folder & File Permissions
1. Click the **gear icon** > **Folder Permissions**.
2. Use the overview matrix to adjust access by user/group/role.
3. Changes cascade to subfolders unless overridden.
> ⚠️ **Best Practice:** Avoid file-level permissions when possible. Stick to folder-level control.

## 👥 Inviting Users to a Site
### Suggested Roles for External Users:
* **Consumer View Only:** Preview only.
* **Consumer PDF Print:** Download watermarked PDF.
* **Consumer:** Download original and PDF versions.
### Steps to Invite:
1. Click **Invite Users** (right side of screen).
2. Use **Search** for existing users or **External** for new ones.
3. Assign role & groups.
4. Click **Invite**.

## 🚫 Removing Users from a Site
1. Go to **Members** page.
2. Search for the user.
3. Click **Remove** (right side).
To reinstate:
* Go to **Invite Users** > **Search for People**, then re-add and assign a role.

## ❓ Q&A Module
Let bidders ask and receive answers within the data room.
### Common Q&A Controls:
* **Ask on Behalf:** QA Admins can submit on behalf of a bidder.
* **Broadcast Q&A:** Mark questions as FAQ for visibility to all bidder groups.
* **Granular Ask Rights:** Allow specific users in bidder groups to ask.
### Configuration
* Go to **Questions & Answers > Configure**.
* Set **Default Assignee** for all new questions.
* Add/remove members in **QA Admins** or **Bidder Groups**.
* Assign "Ask" rights where needed.
### Managing Questions
* Use **Save Draft** to prepare answers for internal review.
* Choose reply status: **Answered**, **Answered & Locked**, or **Open**.
* Attach file references and tag questions (e.g., Legal, Financial).
* Lock/Remove questions with the **Reply/Delete** buttons.
* Filter, Export, and Print via the sidebar or top-right menu.
> **⚠️ *Only QA Admins and assigned users can reply to questions.***

## 🗂️ Site Index
A visual overview of your folder structure:
* Shows % and number of files inside each folder.
* Click folder names to jump into them.
* **Print/Download** the full index for local use.

## 📊 Reporting
Track site activity:
* See time spent, document views, and actions like "Read".
* Drill down into subfolders.
* Filter by date range.
* **Print** or **export** reports as needed.

## 💬 Need Support?
Email us anytime: [support@projectfusion.com]()
We’re here to help with setup, permissions, Q&A, and more!
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