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.
- OpenRouter API Key: Provide your key to enable AI analysis (optional).
- 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.
AI Analysis Mode
Revisit uses OpenRouter to generate AI insights from your session recordings. You have two options for billing:
1. Use Your Own Key (BYOK)
Enter your OpenRouter API key; we do not add any markup to token usage. Billing happens directly on your OpenRouter account.
- Go to OpenRouter.
- Create a new API key and paste it into Project Settings → AI usage.
2. Pay-as-you-go
Use Revisit's shared key and get billed for your actual token usage via Stripe. No external account setup required. You can set monthly spend caps to control costs.
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
- Send the invitation. Invited users become collaborators with full access to non-settings areas. Only owners can access Settings and Members.
- 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
- OpenRouter 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
- Transfer ownership to a collaborator when needed
- 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 collaborators; only owners can manage settings and members
- 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