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General Site Settings

Configure the fundamental settings for your site, including its name, visibility, and display preferences. Access these settings through Site Settings > General for any site you administer.

Site Name

Your site name appears throughout Clear Ideas in:

  • Site lists and navigation
  • Email notifications sent to users
  • Site sharing contexts
  • Site statistics and analytics

Update Site Name: Enter a descriptive name in the Site Name field. Choose a name that clearly identifies the site's purpose or content.

Best Practices:

  • Use descriptive, professional names
  • Include project or client identifiers if applicable
  • Keep names concise but informative
  • Avoid special characters that may cause issues in emails or URLs

Site Visibility

Control who can see and access your site with visibility settings.

Public Sites

Public Visibility: When a site is set to public:

  • Visible to All Users: The site appears in site lists for all users in your organization or account
  • Invitations Sent: Pending user invitations are automatically sent when a site becomes public
  • Easier Collaboration: Users can discover and request access to public sites
  • Requires Account: Public sites require an authenticated account (not available in demo mode)

When to Use Public:

  • After uploading and organizing all initial content
  • When ready to share with collaborators
  • For ongoing collaboration projects
  • When you want the site discoverable

Private Sites

Private Visibility: When a site is set to private:

  • Administrators Only: Only site administrators can see the site
  • No Automatic Invitations: Invitations are not automatically sent
  • Controlled Access: You manually manage who has access
  • Preparation Mode: Ideal for sites still being set up

When to Use Private:

  • During initial content upload and organization
  • When preparing content before sharing
  • For sensitive projects requiring careful access control
  • When testing or staging content

Changing Visibility

To change site visibility:

  1. Navigate to Site Settings > General
  2. Select Public or Private from the visibility options
  3. Click Save Settings

Important Notes:

  • Changing from private to public automatically sends pending invitations
  • Public sites require an authenticated account
  • Demo/unauthenticated accounts cannot create public sites
  • Visibility changes take effect immediately

Display Options

Control how content is displayed in the file viewer.

Code and Extracted Text Tabs

Show Edit Code and Extracted Text Tabs: When enabled, the file viewer displays additional tabs:

  • Edit Code Tab: Allows viewing and editing file source code
  • Extracted Text Tab: Shows text extracted from documents (useful for PDFs and images)

When to Enable:

  • For technical documentation sites
  • When users need to view source code
  • For sites with code samples or scripts
  • When extracted text review is important

When to Disable:

  • For non-technical audiences
  • When focusing on document viewing only
  • To simplify the interface for end users
  • For presentation-focused sites

Toggle this option based on your site's audience and content type.

Site Statistics

For site administrators, the General Settings page also displays site statistics:

Quick Overview: See at a glance:

  • Total documents and folders
  • Site storage usage
  • Number of users
  • Indexed content metrics

For detailed statistics, see Site Statistics.

Best Practices

Site Naming

Be Descriptive: Use names that clearly indicate the site's purpose or content.

Include Context: For organizations, include project codes, client names, or department identifiers.

Consistency: Follow a naming convention across your sites for easier management.

Visibility Management

Start Private: Begin with private visibility while setting up content.

Review Before Public: Ensure content is organized and ready before making sites public.

Consider Audience: Make sites public when you're ready for broader collaboration.

Monitor Access: Regularly review who has access to public sites.

Display Options

Match Audience: Enable code/extracted text tabs for technical audiences, disable for general users.

Test User Experience: Consider how display options affect your site's usability.

Impact of Settings Changes

Immediate Effects

  • Site Name: Updates immediately across all contexts
  • Visibility: Changes access immediately; public sites send invitations
  • Display Options: Affect file viewer interface immediately

User Impact

  • Name Changes: Users see the new name in site lists and emails
  • Visibility Changes: Public sites become discoverable; private sites become hidden
  • Display Options: Affect how all users view files in the site