Project settings, plan, and audit

The Settings group in the project menu brings together the main project settings, your plan and limit usage, and a log of all important member actions. Here you can rename the project, change its time zone, require two-factor authentication, find out who changed a segment or revoked a key, and delete the project.

Project settings

General

1. Open Settings → Project settings.
2. Change the Name or Time zone.
3. If needed, turn on Require two-factor authentication for members.
4. Click Save.

The time zone determines how days are counted in reports and on the dashboard, when quiet hours apply, what time date-based triggers fire (for example, a birthday greeting at 10:00), and which time the audit log is shown in. Choose the time zone where most of your customers live.

Requiring 2FA. Members without two-factor authentication can't open the project until they turn it on in their profile. You can only turn on this requirement if you have 2FA turned on yourself. See Profile and security.

Currency — revenue and average order value in analytics are shown in this currency. Orders in another currency aren't included in reports, and exchange rates aren't applied. See Purchase event and currency.

Project languages — the languages template versions are written in, and Default language: new templates are created in it, and customers whose language has no version get it. See Language versions.

ID

The project's short ID is used in page URLs and the API. It's assigned at creation and never changes.

Export project data

The Project data export block is visible to the Owner, brand admins and platform admins.

1. Click Export data.
2. Wait for the email: the export is prepared in the background, which takes up to an hour for a large project.
3. Open the export page from the link in the email and download the files.

The export contains profiles with identifiers, events, consents, messages, segments with their members, journeys, campaigns, templates and the product catalog. The files are gzip-compressed NDJSON; manifest.json lists the contents. Access keys and integration settings are not exported. The files are kept for 7 days.

Delete the project

The Danger zone block is visible to the Owner. Brand admins and platform admins can delete a project too.

1. Enter the project name in the confirmation field.
2. Click Delete project.

The project closes for all members right away: the interface, API keys, event collection, journeys and campaigns stop working. After 7 days all its data — profiles, events, messages, segments, journeys, campaigns, catalog, files, integrations and keys — is permanently erased. Owners get an email when the project is deleted and a day before the erasure, and afterwards a confirmation that the data has been erased.

Restoring. Until the erasure, the project is listed on the My projects page under Projects being deleted. Click Restore to get the project back with all its data, members and subscription. You can also export the data of a project being deleted there.

What is kept. Paid invoices and payments are kept as required by accounting law, unpaid invoices are voided, and the subscription is cancelled without a refund. The activity log stays in anonymized form, without IP addresses or personal data. Copies in backups disappear within 14 days after the erasure. Telegram and Viber bot webhooks and the SMS.ru status address are removed automatically; if that fails, the deletion certificate names those integrations. Audiences exported to ad accounts and data in connected external services stay there — delete them yourself.

Subscription, quiet hours, frequency limits, and project channels are set up on a separate Messaging rules page. See Messaging rules.

Plan and limits

The Plan and billing page shows which plan applies to the project and how much of each limit has been used; that's also where you choose a plan, pay invoices, and enter billing details — see Plan and billing. If the project was set up through a partner, the partner assigns the plan; contact them to change it.

The Usage this month block shows each limit as a bar: the primary color means everything is fine, yellow means 90% or more is used, and red means the limit is reached. The By month block shows event and message history for the last six months.

On a paid plan, emails and events above the included volume aren't stopped; they go on an invoice — see Above the included volume.

When any limit is 90% used, all members see a warning on the project dashboard with a link to this page. If no plan is assigned, the subtitle says there are no limits other than the platform's.

Audit log

The audit log records actions in the project: who did what and when. It helps you figure out why a segment changed, who stopped a journey, or which IP address a key was revoked from.

The log includes, for example:

• creating the project and changing its settings, messaging rules, and prediction settings;
• invitations, acceptances, role changes, and member removals;
• creating and revoking API keys;
• connecting, changing, and deleting integrations, data sources, and audience exports;
• creating, changing, and deleting segments, templates, and campaigns; publishing, pausing, and archiving journeys;
• exporting and deleting profiles, sending messages manually, and imports.

Each entry shows Time, Actor, Action, Details (what exactly changed), and the IP address. The Actor column may show API key "…" instead of a name, if the action was taken through the API, or System.

Find an entry

1. Choose an Action, for example Segment deleted.
2. Choose the author in the Actor field.
3. Set the period in the From and To fields.
4. Click Show. The Reset button clears the filters.

Good to know

• Audit log entries can't be changed or deleted; they're kept for 24 months unless the platform provider set a different period.
• Sign-ins and password changes belong to your account, not the project: they're shown on the Security page. See Profile and security.
• Members and roles are set up on the Members page. See Members and roles.