#What Can I Do as a Confide Project Contact or Admin?

As a Confide project contact or admin, you are responsible for assessing and reviewing your project.

Note the following:

• The Confide project renewal tasks are available in the new MyHub experience only.

• You can only access Confide project renewal tasks when you have an available subscription for Confide with SharePoint Embedded.

You can access the Confide project renewal tasks in Tasks and to-dos within MyHub. Click Start task in the task row to go to the Renew Confide project page and follow the instructions below to complete the renewal process.

#Renew Confide Projects

Before starting the renewal process, you may see one or both of the following intake questions based on your IT administrator’s configurations:

1. Are you responsible for this project?

   • Yes – You will proceed to the next intake question, or the renewal process will begin.

   • No – The I am not responsible for this task window appears and you may see one of the following contents based on your IT administrator’s configuration.

     • If your organization allows you to reassign or skip the task:

       • To reassign the task, choose I’m not the correct renewal assignee, but I know who is now responsible for this renewal and specify the new assignee.

       • To skip the task, choose I'm not the correct renewal assignee, and I don't know who is responsible for this renewal.

       Click OK to proceed.

     • If your IT administrator only allows you to skip the task, click OK in the confirmation window to skip the task.

     • If your IT administrator only allows you to reassign the task, specify the new assignee and click OK.

   • Cancel – This will exit the task without changes.

2. Do you still need this project?

   • Yes – The renewal process will begin.

   • No – The Delete this Confide project window appears, click Delete to delete this project if you no longer require it.

   • Cancel – This will exit the task without changes.

While answering the intake questions, you can view the following project information:

• Primary contact

• Secondary contact (if any)

• Created date

• Target close date

• Storage (consumed)

• Admins (count)

• Users (count)

For additional details, click View details in the upper-right corner to open the View details window.

#Start Renewal

Complete the following steps to renew the project. Note that the steps below list all renewal options provided by AvePoint Cloud Governance. The information available to you for review and update is defined by your IT administrator.

1. Contact – Review the current primary and/or secondary agent contact to check whether they are still correct. You can perform the following actions on the project contact if necessary. Note that the primary contact and secondary contact cannot be the same person.

   • Edit primary contact – To update the primary contact, complete the following steps:

     1. Click Change contact.

     2. In the Update primary contact panel, enter the name of a user to be the primary contact, and then click Save to save your configurations.

        You can also choose a primary contact from the existing admins, and the admin you select will be the new primary contact.

   • Edit secondary contact – To edit the secondary contact, complete the following steps:

     1. Click Change contact.

     2. In the Update secondary contact panel, enter the name of a user to be the secondary contact, and then click Save to save your configurations.

        You can also choose a secondary contact from the existing admins, and the admin you select will be the new secondary contact.

   • Add secondary contact – To add a secondary contact, complete the following steps:

     1. Click Add secondary contact.

     2. In the Add secondary contact panel, enter the name of a user to be the secondary contact, and then click Save to save your configurations.

        You can also choose a secondary contact from the existing admins, and the admin you select will be the secondary contact.

   • Remove secondary contact – To remove the secondary contact, click the remove button in the upper-right corner.

   If you want to clear all the contact changes that you made, click Reset all.

   When you finish, click Continue to proceed.

2. Permissions – Review access to the project. If necessary, perform the following actions:

   • Change business owner – Select the business owner and click Change business owner above the table. In the Change business owner window, select the new business owner from the drop-down list and click Save.

   • Add project admin or user – To add project admins or users to the project, complete the following steps:

     1. Click Add Member above the table.

     2. In the Role field, select either Admin or User to add users to the corresponding role.

     3. In the Add users field, enter the username or email address and select the user from the suggestion list. You can add multiple users in this field.

     4. Click Add and the added admins or users will be displayed on the table.

   • Remove project admin or user from project – Select one or more project admins and users and click Remove from project above the table to remove their access to the project. Alternatively, you can click the remove from project button to remove a specific admin/user’s access to the project.

   If you want to clear all the permission changes that you made, click Reset all on the ribbon.

   When you finish, click Continue.

3. Target close & data retention – Review the current target close & data retention details. If necessary, you can update the following settings:

   • Auto-lock – Turn on/off the Auto-lock toggle to enable/disable auto-lock for the project. If auto-lock is enabled, specify the target close date below. The project will be automatically locked once the target close date has passed. Users (including administrators) will only be able to retain the View permission.

   • Retention policy – Choose to allow users to manually delete projects or automatically delete projects after a retention period:

     • Delete projects manually without retention – Do not apply the retention policy and users can manually delete the project.

     • Retain projects for a period before auto deletion – With this option selected, enter a number and select Months or Years as the unit of time to define the period. Then, specify the target close date below. The project will be deleted automatically once the retention period ends after the target close date.

   If you want to clear all the permission changes that you made, click Reset all on the ribbon.

4. When you finish, click Submit to submit your renewal changes.