Manage individual project settings
Adjust settings for a single project, including member visibility and automated insights scheduling.
This guide is designed for project manager.
Steps
Step 1: Open the project settings panel
From your main navigation, select the relevant project and open its settings to view the individual project settings panel.
Step 2: Review project details and members
On the settings panel, review the core project information and check the list of project members to confirm who currently has access.
Step 3: Configure auto-generate insights
Locate the "Auto-generate Insights" section and choose how frequently insights should be scheduled for this project, such as daily or weekly.
Step 4: Save your project settings
Use the accessible Save button at the bottom of the panel to apply your changes and update the project configuration.
Step 5: Return to the project view
After saving, navigate back to the main project or Home dashboard to see how your updated settings and scheduled insights are reflected.
Last updated: 2026-07-27