Learn how to manage your projects and account settings. This guide covers inviting team members, updating project details, changing account settings, and managing security preferences.
Project Management
Creating a Project
Set up a new project using the onboarding flow. You can access it from Projects → New or directly via /projects/new.
- Basics: Enter your project name and website URL.
- Type: Select the project type (e.g., E‑commerce, SaaS, Marketing, etc.).
- Interests: Pick focus areas (e.g., Conversion rate, Checkout, Performance) to tailor insights.
- Integrations (optional): Connect GitHub and Jira; optionally enable AI auto‑creation of issues.
- Google Gemini API Key: Provide your key to enable AI analysis (required).
- Review & Create: Confirm your selections and create the project.
After creation, you'll be shown your tracking script. Add it to your site's <head> to start recording.
Google Gemini API Key
Revisit uses Google Gemini to generate AI insights from your session recordings. You can use your own Gemini API key; we do not add any markup to token usage.
How to obtain a key
- Go to Google AI Studio.
- Sign in with your Google account and create a new API key.
- Copy the key (it typically starts with
AIzaSy).
Where to configure it
- During onboarding: add it in the Gemini API Key step.
- Later in settings: go to Project Settings → General and paste it into Google Gemini API Key.
Validation & usage
- The key must be a valid Gemini key (starts with
AIzaSy). - Per‑project storage: the key is stored with your project and used for AI analysis.
Optional: Restrict API key by IP address
For enhanced security, you can restrict your Gemini API key to only work from Revisit's server IP address:
- Go to Google Cloud Console API Credentials.
- Find and edit your API key.
- Under API restrictions, select "Restrict key" and choose the Generative AI APIs.
- Under Application restrictions, select "IP addresses".
- Add the IP address:
80.85.56.85 - Save your changes.
This ensures your API key can only be used from Revisit's servers, adding an extra layer of protection.
Privacy: MP4 uploads to Gemini occur only for AI analysis if enabled; outputs are stored in your project.
Inviting Team Members
Collaborate with your team by inviting members to your projects:
- Go to your project dashboard
- Navigate to Settings → Members
- Click "Invite Teammate"
- Enter the team member's email address
- Choose their role:
- Member: Can view sessions, create recordings, and manage project settings
- Viewer: Can only view sessions and recordings (read-only access)
- Click "Send Invite"
Note: Only project owners can invite new members. Invited users will receive an email with instructions to join.
Project Settings
Customize your project details and configuration:
Basic Information
- Project Name: Update your project's display name
- Website URL: Change the URL being tracked
- Project Type: Select the type of website (e-commerce, SaaS, blog, etc.)
- Interests: Add tags to categorize your project
API & Tracking
- API Key: Regenerate your tracking API key if compromised
- Google Gemini API Key: Configure your own AI analysis tokens
- Tracking Script: Copy the latest tracking code for your website
Integrations
- GitHub: Connect your repository for automatic issue creation
- Jira: Link your Jira project for streamlined bug reporting
- AI Auto-Creation: Enable automatic issue creation from AI insights
Managing Team Members
Control access and permissions for your project:
- View all current members and their roles
- See pending invitations and their status
- Remove members from the project
- Change member roles (Member ↔ Viewer)
- Resend invitations if they expire
Important: Project owners cannot be removed. Transfer ownership before leaving a project.
Account Management
Profile Settings
Update your personal account information:
- Display Name: Change how your name appears in the dashboard
- Email Address: Your email is used for login and notifications (read-only)
- Account Preferences: Manage notification settings and preferences
Security Settings
Protect your account with advanced security features:
Password Management
- Change your account password
- Use strong, unique passwords
- Enable password reset via email
Two-Factor Authentication (2FA)
- Enable TOTP-based 2FA for extra security
- Use authenticator apps like Google Authenticator or Authy
- Scan QR code to set up 2FA
- Keep backup codes in a safe place
Session Management
- View all active sessions across devices
- See device information and IP addresses
- Sign out from other devices remotely
- Monitor last activity timestamps
Account Actions
Important account management actions:
- Export Data: Download your session data and recordings
- Delete Account: Permanently remove your account and all data
- Data Retention: Understand how long your data is stored
- GDPR Compliance: Exercise your data protection rights
Warning: Account deletion is permanent and cannot be undone. All projects, sessions, and data will be permanently removed.
Best Practices
Project Organization
- Use descriptive project names that reflect your website or application
- Set appropriate project types for better AI analysis
- Add relevant interest tags to improve categorization
- Keep your website URL updated when domains change
Team Collaboration
- Invite team members with appropriate roles (Member vs Viewer)
- Regularly review team member access and remove inactive users
- Use descriptive names when inviting team members
- Communicate project changes to your team
Security
- Enable 2FA for all team members with admin access
- Use strong, unique passwords for your account
- Regularly review active sessions and sign out from unknown devices
- Keep your API keys secure and regenerate them if compromised
Next Steps
Now that you know how to manage your projects and account:
Need Help?
If you're having trouble with project or account management, our support team is here to help.
Contact Support