Project settings

This guide introduces you to project settings in Bloomreach.

Access Project settings by clicking the cogwheel icon in the top-right corner. Project settings contain access management and settings for campaigns - languages, policies, consents, and channels. You can also set up SSH tunnels here. Switch between projects by clicking on the name of your current project.

Projects

Projects in Bloomreach are used to differentiate between businesses. Each project has its own project token (ID) that is used when setting event tracking on the website or in mobile apps. Projects are independent of one another; each one has different customers and events, its own independent analyses, or campaigns. An example would be a company having multiple projects for different countries under the same account. Each project has separate access management.

Accounts

Accounts are a group of projects for a single client. They share billing, limits for the number of events and other limits. It is possible to set roles in accounts to grant access automatically to all projects under the account.

Permission scope

Remember the hierarchy between Accounts and Projects. Role granted on a higher scope (account) is applied to all lower scopes (project). Similarly, if users operate on their own single-tenant instance, that instance has the highest hierarchy (instance > account > project)

For instance, if you grant a user the Analyses Viewer role at the Account scope, the user gets the Analyses Viewer role in all projects under that Account.

This might be critical, as you might be granting Account rights to someone who is supposed to see/edit one Project only. Learn more about the permission hierarchy.

Create a new project

Create a new project using an existing account. Click on your account and add a project. Only users with the Account Admin role can create new projects.

Select the account in which you are going to create the project, name it, and write its supervisor. You can create advanced customer ID roles for more people; however, this isn't a prerequisite.

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Important

Remember to click on +add customer ID (advanced) and check the trim and lowercase checkboxes if that applies to you.

Related articles

Follow the articles for the Project and Campaigns settings to learn about specific project settings.