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 journeys across projects.

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 members with the Create Projects org permission can create new projects. For a complete list of types of users and their permissions, read Account Roles and Permissions.

# Table of contents

# Creating a project

To create a new project:

• Open the sidebar by clicking name of the current project in the top-right corner.

• Click Create New and enter your initial project settings.

  When creating the new project, you'll need to select a unique identifier. This determines which field differentiates users. The default field is email, but you may use userId instead, or choose to use both. This setting cannot be changed later!

  For more information on how to choose the right unique identifier for your project, and check out Project Types and Unique Identifiers.

# Editing a project

To edit the settings for a project, navigate to Settings > Project Settings. Here, you can update the Project's name and time zone as well as see additional settings in the Settings > Project Settings page. For more information, read the Project Settings Overview.

# Deleting a project

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