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

Tip: Start Private, Go Public Later

Keep sites private while uploading and organizing content. Once everything is ready, make the site public to enable collaboration and send pending invitations.

Changing Visibility

To change site visibility:

Navigate to Site Settings > General
Select Public or Private from the visibility options
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.

Control whether files, folders, and the site itself can be deleted. When deletion protection is enabled, deletion options are hidden from the interface and deletion requests are blocked at the API level.

Enable Deletion Protection: When enabled:

Deletion Prevented: Files, folders, and the site cannot be deleted
UI Hidden: Delete options are hidden from menus and interfaces
API Blocked: Deletion requests are blocked even if made directly via API
Immediate Effect: Protection takes effect immediately after saving settings

When to Enable:

For production or finalized content sites
When content should remain immutable
For compliance or regulatory requirements
When preventing accidental deletions is critical
For sites serving as a system of record

When to Disable:

During content organization and cleanup
When regular content management is needed
For staging or test sites
When preparing to archive or remove content

Important Notes:

A confirmation dialog appears when disabling protection to prevent accidental changes
Protection applies to all users, regardless of role permissions
The setting defaults to disabled (deletion allowed) for backward compatibility
Sites without this setting explicitly configured allow deletion by default

Tip: Enable Protection for Production Sites

Enable deletion protection for sites containing finalized, production content to prevent accidental or unauthorized deletions. Keep protection disabled during initial setup and content organization.

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.

Deletion Protection

Enable for Production: Protect finalized content by enabling deletion protection on production sites.

Disable During Setup: Keep protection disabled while organizing and managing content initially.

Consider Compliance: Use deletion protection when regulatory or compliance requirements mandate content immutability.

Review Regularly: Periodically review whether protection should remain enabled based on site lifecycle and content status.

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
Deletion Protection: Takes effect immediately; delete options hidden and deletion requests blocked

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
Deletion Protection: When enabled, all users lose access to delete options; when disabled, users with appropriate permissions can delete content

Site Statistics - Detailed site metrics
Managing Users - User access management
Notifications - Site notification preferences