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How to set an individual entirely private 8 years 2 months ago #1

  • JustCarmen
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My mother don't want her ancestors listed online. I have to respect that so for the past few years I managed her branch offline and kept it seperate from my main online tree. For my main tree I do all the editing online within webtrees, so I don't have a complete offline tree.
Since my mothers tree is growing, I know that if I ever will be able to merge the tree with my main tree I have to do it now otherwise it will be to big too handle. I said merging, but I know merging is a bad idea, so my plan is to enter all the information again in my main tree.

But I have tried some options but I can't figure it out. I want to privatize all the individuals in this part of the tree so they are only visible by me (not even by other managers). I don't mind if I have to set an option for each individual separately but even that seems impossible. I can privatize facts but I can't privatize the entire record (not in the frontend and not in the backend). Or do I miss something?

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How to set an individual entirely private 8 years 2 months ago #2

  • fisharebest
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To make a record private, add a "Restriction: show to managers" to the record.

If you don't see "Restriction" in the list of facts/events, then you need to add RESN in the tree config page.
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How to set an individual entirely private 8 years 2 months ago #3

  • JustCarmen
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I am sorry but I really can't find it. In the list with facts and events on the frontend I have no RESN option. I can only set a restriction when entering a fact like birth or death because there is a plus sign with a restriction option, just like you can enter a source or a note with the fact. But I can't set it on the whole record.

I tried to find the option in the backend in the edit options of the family tree.
I have searched through all the lists with facts/events but in none of the lists I can find the RESN option. I tried to type it in the customs tags but that also didn't work. Is there something else I can do?

Carmen
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How to set an individual entirely private 8 years 2 months ago #4

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Greg Roach - This email address is being protected from spambots. You need JavaScript enabled to view it. - fisharebest.webtrees.net
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How to set an individual entirely private 8 years 2 months ago #5

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Greg

If it is OK to add RESN manually in the admin page, why isn't it listed for adding using the Add facts GUI in the same place?
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How to set an individual entirely private 8 years 2 months ago #6

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Is there something else I can do?


As greg pointed out, you can add it manually in Admin, then use it for each individual.

But regarding your plan to re-enter the additional GEDCOM records from your offline tree. You don't say how many individuals, families, sources, etc that is. If more than a few, have you considered appending the tree to your existing one, then merging any common records? All you need to do first is adjust the XREFs so they don't conflict with any in your existing tree (easily done in MSExcel) then copy/paste to the end of your existing tree (exported from webtrees), then import the revised tree back into the database.

In the process, before you append the smaller tree, you could manually add the tag "1 RESN confidential" to each individual, to achieve the same total privacy Greg described.
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How to set an individual entirely private 8 years 2 months ago #7

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If it is OK to add RESN manually in the admin page, why isn't it listed for adding using the Add facts GUI in the same place?


Probably just an oversight. The list of tags is set in

WT_Gedcom_Tag::getPicklistFacts()

Should this tag also be included by default?
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How to set an individual entirely private 8 years 2 months ago #8

  • JustCarmen
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Thanks, I have typed the RESN tag manually in after the other tags like in the screenshot and now I have the option listed on the frontend.

So far so good I thought, but unfortunately it is not working as it should. See the screenshot.


Carmen
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How to set an individual entirely private 8 years 2 months ago #9

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This is a "read only" restriction.

You need to select "show to managers"
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How to set an individual entirely private 8 years 2 months ago #10

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Looks like you set it to one level too high. Set it to "show to managers" not "only managers can edit"
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How to set an individual entirely private 8 years 2 months ago #11

  • fisharebest
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PS - you can also set a privacy rule (family tree settings, privacy tab) that hides the "Restriction tags" from visitors.

This keeps the display cleaner.....
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How to set an individual entirely private 8 years 2 months ago #12

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Should this tag also be included by default?

Probably would be a good idea.
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How to set an individual entirely private 8 years 2 months ago #13

  • JustCarmen
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But regarding your plan to re-enter the additional GEDCOM records from your offline tree. You don't say how many individuals, families, sources, etc that is. If more than a few, have you considered appending the tree to your existing one, then merging any common records? All you need to do first is adjust the XREFs so they don't conflict with any in your existing tree (easily done in MSExcel) then copy/paste to the end of your existing tree (exported from webtrees), then import the revised tree back into the database.

In the process, before you append the smaller tree, you could manually add the tag "1 RESN confidential" to each individual, to achieve the same total privacy Greg described.


Thanks Kiwi for describing this process. That looks like a good option to try and certainly quicker. I will certainly try it out.

Carmen
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How to set an individual entirely private 8 years 2 months ago #14

  • JustCarmen
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Ok thanks guys for your help. You are so quick that when I am typing a message the answers are already there haha.

But it is working now. I have set he privacy option one level higher. But does this means it is also invisible for members with edit rights?

Carmen
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Last edit: by JustCarmen. Reason: typo

How to set an individual entirely private 8 years 2 months ago #15

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But it is working now. I have set he privacy option one level higher. But does this means it is also invisible for members with edit rights?


Yes. It will only be visible to users you created as "managers" or "administrators". Normally that would mean just yourself. But given the sensitivity of your problem, you should perhaps create test users of each type to be comfortable you have "seen it with your own eyes" :-)
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Last edit: by kiwi.

How to set an individual entirely private 8 years 2 months ago #16

  • JustCarmen
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But given the sensitivity of your problem, you should perhaps create test users of each type to be comfortable you have "seen it with your own eyes" :-)


Yes I am the only administrator of my website. But I will test it out as you suggested.

Should this tag also be included by default?
Probably would be a good idea.

I agree it would be a good idea to set the RESN tag by default. It saves a lot of searching ;).

Thanks again!

Carmen
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How to set an individual entirely private 8 years 2 months ago #17

  • macalter
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Thanks, I have typed the RESN tag manually in after the other tags like in the screenshot and now I have the option listed on the frontend.

So far so good I thought, but unfortunately it is not working as it should. See the screenshot.


I'm trying to figure out just where your Restriction appears on the page you show in your image, and can't. Am trying to follow this thread to set RESN too. I added it to the list of tags in Admin, as instructed.
---
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[updated: 13 Jul 2015]

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How to set an individual entirely private 8 years 2 months ago #18

  • kiwi
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In the Add facts drop down at the bottom of the Individual page - Facts & Events tab:


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