Skip to content

Projects

Projects (Settings → Projects) group properties and scope member access. Agencies use them per client; larger organizations use them per brand, region or team.

  • Properties outside any project are the org-wide commons — visible to every member.
  • Assigning a property to a project restricts it — that’s the point. Only members granted access to the project (plus owners and admins, who always see everything) can access its properties.
  • Grants are per member, per project: Viewer (read only) or Editor (can modify), managed on Settings → Team by expanding a member’s row.

A member’s effective access is their organization role, narrowed by project grants:

Org role Grant on “Client X” Result for Client X’s properties
Admin or owner (grants don’t apply) Full access, always
Editor Editor Can view and modify
Editor Viewer Read-only
Editor None Not visible
Member / viewer Viewer Read-only

Everything a project scopes goes with it — the properties’ events, issues, alerts and audits are only visible to members who can see the project.

  1. On Settings → Projects, create a project — name it after the boundary you’re drawing (Client X, EMEA sites, Checkout team).
  2. Add properties to it. A property belongs to at most one project; removing it returns it to the org-wide pool.
  3. On Settings → Team, grant the members who need access their per-project role.

Deleting a project never deletes data — its properties simply return to the org-wide pool.

Once defined, projects become a first-class grouping across the app:

  • Vendor list policies can be set at project scope — approve a vendor for one client and block it for another, with property-level overrides on top.
  • Usage can group consumption by project, so you can attribute event volume per client for rebilling.