Projects Overview

In Iterable, an organization can have many projects. Each project is a separate entity, with separate data.

Create multiple projects if:

• You would like a live, production project and a sandbox project (for testing purposes).
• Your organization contains multiple brands that don't share user bases or senders.
• You're an agency that uses Iterable for multiple clients.

# In this article

# Data center

All of an organization's projects must be hosted on the same data center — all in the US, or all in the EU.

For more information, read Iterable's European Data Center (EDC).

# Permissions

To create a project, you'll need the Create Projects org permission.

# Creating a project

To create a new project:

1. Click the name of the current project in the top-right corner of the screen.

2. Click New Project.

3. Enter a name for your project, and select your project's default time zone.

4. Under Unique Identifier, select the project type you prefer. This setting determines how users are uniquely identified in your project.

   • Hybrid projects use both email and userId as unique identifiers.
   • UserID-based projects use userId as a unique identifier.
   • Email-based projects uses email as a unique identifier. (Limited availability: Only certain accounts have the option to create new email-based projects - learn more.)

   After you make a selection, this setting can't be changed.

   To learn more about project types and unique identifiers and how to select a project type, see Project Types and Unique Identifiers.

5. Click Create to finish.

Next steps after creating a project:

• Set up your project
• Add users and create lists
• Create a campaign
• Assign members to your project and set their permissions.

# Editing a project

To edit a project's settings, navigate to Settings > Project Settings. Here, you can update the project's name, time zone, sender details, custom events, locales, and more. To learn about configuring your project's settings, see Project Settings Overview.

# Deleting a project

To delete or archive a project, please contact your Iterable customer success manager.

# Want to learn more?

For more information about some of the topics in this article, check out this Iterable Academy course. Iterable Academy is open to everyone — you don't need to be an Iterable customer!

• Product Bite: Creating a Project