Manage a Lytics CDP Project

A Lytics CDP project is the top-level container for one customer data initiative in the Lytics CDP. Each project has a name, an optional description, a primary domain, and belongs to one Contentstack organization.

From the project dashboard, you can manage three areas:

• Project details
• Connections to other Contentstack products
• Collaborators who have access

Once the project is created, you can manage connections, invite users, and edit project settings either now or after installing JStag, the order does not affect functionality.

• A Lytics CDP project exists in your organization.
• You have the Owner or Admin role on the project.

Follow these steps to manage and update your Lytics project.

1. In the top navigation bar, click the App Switcher icon, then click Lytics CDP.
   
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2. From the Projects list, click the project you want to manage.
3. Before JStag is installed, the project dashboard shows quick-action cards. You can either:
   • Click Manage Connections to go directly to the Connections settings, or
   • Click Manage Users to go directly to the Users settings, or
   • Click Manage Audiences to open the Audiences section in the Lytics platform at app.lytics.com, or
   • Click Settings in the top navigation to open the full Settings panel.
4. Click Manage Lytics to open the Lytics platform directly at app.lytics.com, where you can build audiences, view customer profiles, and configure data collection and activation.
   
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5. After JStag is installed, the dashboard switches to the live data view showing event counts, audience counts, user profiles, and the Event Activity chart. The quick-action cards are no longer shown. To access settings:
   • Click Settings in the top navigation bar.

   To open the Lytics platform, click Manage Lytics in the top right corner. it takes you to app.lytics.com.

The Settings panel opens with two sections in the left navigation: General and Users.

The General settings screen lets you update the project name, description, and domain.

1. In Settings, click General in the left navigation.
2. Under Project Details, update the following fields as necessary:
   • Name (required) - A unique, human-readable identifier for the project within your organization.
   • Domain (required) - The primary domain where JStag runs (for example, acme.com). Must be a valid fully-qualified domain name.
   • Description - Free-text description. Useful when your organization manages multiple Lytics projects.
3. Click Save to apply your changes, or Reset to discard them.
   
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A connection links your Lytics project to another Contentstack resource so that customer data flows between them. Three connection types are supported:

• CMS Stack connection - A Contentstack CMS stack that publishes content for audiences built in this Lytics project.
• Launch Project connection - A Contentstack Launch project where the Lytics JStag SDK runs and collects visitor behavior.
• Personalize Project connection - A Contentstack Personalize project that uses Lytics audiences for variant targeting and experiments.

A single Lytics project can connect to multiple stacks, Launch projects, and Personalize projects at the same time.

Add a connection

1. In Settings, click General in the left navigation.
2. Scroll down to the Connections section.
3. Configure the connection for each product type as needed:
   • CMS Stacks - Displays the stacks available in your organization. If none are available, this field shows No CMS stacks available.
   • Launch Projects - Click the Select Launch projects dropdown and select one or more Launch projects.
   • Personalize Projects - Click the Select Personalize projects dropdown and select one or more Personalize projects.
4. Click Save Connections.
   
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Remove a connection

1. In the Connections section, click the × next to the connected item you want to remove.
2. Click Save Connections.

Deleting a project is permanent. All associated data will be lost and the action cannot be undone. Only a Project Owner or Admin can delete a project.

1. In Settings, click General in the left navigation.
2. Scroll down to the Delete Project section.
3. Click Delete Project.
   
4. Confirm the deletion when prompted, and click Delete.
   
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A collaborator is any user who has been invited to a Lytics project. Each collaborator is assigned a role that controls what they can see and do in the project.

Roles are assigned per project, a user can hold an Admin role on one project and an Observer role on another. For a full description of what each role permits, see the Lytics User Permissions Reference.

View collaborators

In Settings, click Users in the left navigation. The Users screen lists all current project members with their name, email address, invitation status (Accepted or Pending), and assigned role.

Invite a collaborator

1. On the Users screen, click + Invite User in the top right.
2. Enter the user's email address, select their role and add an optional message.
3. Click Invite.
   
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The invited user receives an email invitation. Their status on the Users screen shows as Pending until they accept.

Change a collaborator's role or remove a collaborator

1. On the Users screen, locate the user in the list.
2. Click the vertical ellipsis (⋮) in the Actions column.
3. Select the appropriate option - Change Role or Remove User.