Projects group related experiences together and control which team members can view or edit them.
Note: The Growth plan includes a set number of projects, as well as All access. For more, contact your account manager.
How projects work
Every Makeshapes organization starts with an "All access" project that contains all experiences by default. You can create additional custom projects to better organize your content and manage team access.
What projects are for
Organization: Group related experiences together
Access control: Control who can view or edit specific experiences
Team collaboration: Assign team members to relevant projects only
Dashboard filtering: Find experiences by choosing a project in the sidebar
Create a project
Only administrators can create projects.
On the Your Experiences page, click Create a new project.
Enter a Name, and choose an Icon and its color.
Under Invite users, add the team members who should have access, and choose whether each one is an Editor or a Viewer. Administrators already have access.
Click Create.
Change a project
Edit a project
On the Your Experiences page, choose the project in the sidebar.
At the top of the page, click the project's icon and name. The Edit project dialog opens.
Change the name, icon or color.
Click Save.
Add team members to a project
In the Edit project dialog, under Invite users, search for the team member and select them.
Choose their role: Editor can view and edit the project's experiences, and Viewer can view them but not make changes.
Click Save.
Remove team members from a project
In the Edit project dialog, find the team member.
Click the remove button next to their name.
Click Save.
Tip: You can also change a team member's project access in Organisation settings, on the Manage team tab.
Add experiences to a project
A new experience
When you create an experience, choose its project from the Project list. If you create it while a project is selected in the sidebar, that project is chosen for you.
An existing experience
Use one of these:
On the experience's card, open its ••• menu, point to Move to project, and choose the project.
Drag the card onto a project in the sidebar.
In the experience, open the Settings tab, and choose a project from the Project card.
The experience moves straight away.
Note: Each experience can only belong to one project at a time.
Filter the dashboard by project
The dashboard sidebar shows all your projects for easy filtering:
Home: Shows all experiences across all projects
All access: Shows experiences in the default project
Your other projects: Show the experiences in each project
Click a project in the sidebar to see only its experiences. At the top of the page, Can edit or View only shows your access to that project.
Roles and permissions
Organization roles
Administrator: Full access to all projects and can manage project settings
Editor: Can be assigned as Editor or Viewer on specific projects
Analytics: Can be assigned as Viewer on projects and access analytics
Project roles
Editor: Full editing access to experiences in the project
Viewer: Read-only access, marked View only
Project rules
The All access project
Cannot be deleted
Always exists in every organization
New experiences default to this project if no other is selected
Only appears for team members with the Editor role. Someone with the Analytics role but not Editor doesn't see it
Creating and deleting projects
Only administrators can create a project
A project with experiences in it can't be deleted. Move its experiences to other projects first, and then click Delete project in the Edit project dialog
Access
Analytics users can only have Viewer role on projects
Administrators automatically have Editor access to all projects
Users must have Editor organization role to be assigned as Editor on projects
Tips
Use clear names: Choose clear, descriptive names for your projects
Organize by purpose: Group experiences by topic, client, or campaign
Give the least access needed: Only give Editor access to team members who need to make changes
Use icons and colors: Visual identifiers help team members find the right project
Review regularly: Periodically review project membership and remove inactive users
Troubleshooting
Can't delete a project?
Check to ensure you are an administrator
Check if the project contains experiences
Move experiences to other projects first
Team member can't edit experiences?
Check they have the Editor role in your organization
Check they're an Editor on the project
Don't see a project in the dashboard?
Check if you're a member of that project
Contact your administrator to be added to the project