Manage a Personalize Project

Use this guide to manage an existing Personalize project, navigate project areas, update settings, manage users, connect a stack, or delete the project.

• Contentstack account
• Access to the Contentstack Organization as the Owner/Admin that has Personalize enabled
• An existing stack you want to link to the Personalize project.

1. In the top navigation bar, click the App Switcher icon and then click Personalize.
2. From the Projects list, select the project you want to manage.

After opening a project, use the top navigation bar to switch between the following sections:

• Experiences: Create and manage segmented and A/B test experiences. From here, you can activate, pause, reprioritize, or archive experiences as requirements change or experiments conclude.
• Audiences: View the audience segments used for targeting experiences. This area helps you understand which audiences are in use, update targeting criteria, and archive segments that are no longer relevant.
• Attributes: Define and manage the user and contextual attributes that power audience evaluation and targeting decisions across experiences.
• Events: Configure and track events used for impressions, conversions, and performance measurement, enabling optimization over time.
• Settings: Manage project-level configuration and administration, including project details, CMS stack connection, user access, and lifecycle actions such as project deletion.

Most personalization activities occur in Experiences, Audiences, Attributes, and Events. Use Settings for administrative tasks that affect the project as a whole.

Project settings let you manage the core configuration of a Personalize project, including project details, CMS stack connection, user access, and lifecycle actions such as project deletion. The following sections explain how to access and manage these settings.

To access project settings:

1. Open your Personalize project.
2. In the top navigation bar, click Settings.

The Settings page includes the following sections:

• General - Manage project details, stack connection, and project-level actions.
• Users - Manage user access and permissions.

By default, the General section opens.

General

Use the General section to configure the project.

Project Details:

1. Update the Name field (required).
2. Update the Description field to better describe the project.
3. Review the UID field.
   The UID field is read-only and serves as the unique system identifier for the project. It is required for API calls, SDK initialization, and integration workflows, and cannot be modified.
4. Click Save to apply your changes.
5. Click Reset to discard changes.

Stack Connection:

1. Select the required Contentstack stack from the dropdown.
2. Click Connect Stack.

After connecting the stack, you can personalize content authored within the selected Contentstack CMS stack.

Stack DisconnectionDisconnect a Contentstack stack from a Personalize project if you no longer want to deliver personalized experiences using that stack.

Delete Project:

Delete a project permanently to remove all associated personalization data.
For step-by-step instructions, refer to Delete a Personalize Project.

Users

Control access to the Personalize project from the Users section. View users, review their status and role, and invite new users.

Project-level roles in Personalize inherit from Contentstack organization roles. These roles determine what actions a user can perform across experiences, audiences, attributes, and settings.

View users

1. Go to Settings.
2. Select Users from the left navigation.
3. Review the list of users and their Status and Role.
   

Invite users

1. In the Users tab, click Invite User.
2. Enter the user’s email address and an optional message.
3. Click Invite.
   

Modify user roles

Manage role and permission changes for existing users at the organization or stack level in Contentstack. For step-by-step instructions, refer to Change Organization Role of Existing Users.