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.

Divisions

Divisions are an additional scope that sits beneath the project level. Use them to manage regions or brands from one project instead of maintaining a separate project for each one. Each division sees only the customers, campaigns, and reports that belong to it, while your global team keeps full visibility across every division.

Roles granted at the project level apply to every division in it. To limit a user to specific divisions, assign access at the division level.

Learn about divisions or see Create a division and assign users.

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

There is a set hierarchy between accounts, projects, and divisions. A role granted on a higher scope (account) is applied to all lower scopes (project and division). In single-tenant instances, the hierarchy is instance > account > project > division.

For example, if you grant the Analyses Viewer role at the account level, the user gets the Analyses Viewer role across all projects and divisions in that account.

Create 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.

Delete project

You can't delete a project yourself. To delete a project, contact your Customer Success Manager.

Related articles

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