Projects
Projects are the main workspace for collecting and managing reviews. Each project represents one business or location you want to collect reviews for.
A project is your main workspace for collecting and managing reviews. Each project represents one business, brand, or location you want to collect reviews for. Everything you do—customers, review requests, forms, widgets, and integrations—lives inside a project.
What a Project Contains
Each project has its own:
Customers – The people you send review requests to
Reviews – Feedback and testimonials from your customers
Review pages – The pages where customers leave ratings and reviews
Messages – Emails and SMS you send to request reviews
Widgets – Embeddable review displays for your website
Settings – Domain, appearance, request strategy, integrations, and more
When you sign up, you get a space (your account) with one project. You can add more projects if you manage multiple businesses or locations.
Where to Find Your Projects
If you have more than one project, you can switch between them using the project selector in the header. Your current project’s name appears there. Click it to see all your projects and pick another one.
To add a new project or manage your space, go to Account in the sidebar (or your profile menu) and open your space. From there you can add projects, edit your space name, or leave the space.
Adding a Project
Go to Account in the sidebar.
Open your space.
Click Add Project.
Enter a name for your project (for example, your business name or location).
Click Create.
Your new project appears in the list. Switch to it to start setting it up—add customers, configure your review pages, and turn on automatic review collection when you’re ready.
Each project is independent. Customers, reviews, and settings in one project do not affect another. If you manage several locations, create a project for each.
Project Status
Projects can be active, paused, or suspended:
Active – Review requests are being sent according to your strategy.
Paused – Review requests are temporarily stopped. You can unpause anytime.
Suspended – The project has been disabled. Contact support if you believe this is an error.
You can pause or unpause a project from the dashboard using the automatic review collection toggle.
Working With Your Team
If you want others to help manage a project, you can invite them as members. Members can have different roles—from full access to view-only—and you can control which projects each person can see.
Last updated