Team and account

Project settings

Project settings control how ClickSight is connected to your site and how the team manages that project. Understanding the basics helps avoid setup mistakes later.

/ Team and account

In This Guide

What project settings control
The settings to review first
When to update them

Quick summary

Review settings after setup and again after major website changes.
Check the domain, installation details, and team access regularly.
Use one project per environment when possible.

Team and account

What project settings are for

Project settings store the core details about the website you are tracking.

Step by step

The project name helps your team identify the correct website.
The tracked domain tells ClickSight which site the project belongs to.
Installation and privacy-related controls usually live around this same area.

Team and account

What to review first

When a project is new, a few settings matter most.

Project settings overview placeholder

Step by step

Confirm the project name is clear and matches the live website.
Check the domain so data is tied to the correct site.
Review installation status, tracking code, and any privacy or masking controls.

Team and account

When to update project settings

You should revisit settings whenever the website changes significantly.

Step by step

Update the project if the main domain changes.
Review privacy controls when new forms or checkout flows are introduced.
Recheck integrations after redesigns or platform migrations.