Projects Overview

Projects fall under the main parent organization and are separate entities with completely different databases and user sets. You cannot share or copy workflows across projects.

You should create multiple projects if:

• You would like a production project and a separate dev project for testing purposes
• You own multiple brands and user bases and senders do not overlap
• You are an agency that is using Iterable for multiple clients

Only super admins can create new projects and have access across projects. For a complete list of types of users and their permissions, read User roles and permissions.

#Creating a project

To create a new project, find the dropdown in the upper right hand corner and hit Create a new project. This dropdown also allows you to switch projects.

#Editing a project

To edit the settings for a project, go to Settings > Project. For more information, read the Project settings overview.

#Deleting a project

To delete or archive a project, please reach out to Customer Success and we will help you with your request.