Overview

Managing multiple projects in UserGuiding is simple and allows you to organize content by product, team, or environment.

Accessing Project Management

After logging into your UserGuiding panel, go to the top right of your dashboard and click on your current project name. This opens a drop-down menu showing your current projects.

Creating a New Project

1. Click Manage Projects, and you’ll be taken to the Account Settings page.
   
2. Under the Projects section, click the + New Project button.
3. Enter a project name.
4. Choose a project icon color.
5. Select project members from your team.
6. Click Create to finalize.
   

You’ll then be redirected to the project’s Overview page.

Editing Project Settings

In the Project Settings tab:

• You can update the project name or icon color.
• Add or remove team members under the Manage Team Members section.

Using Projects Across the Panel

Once a new project is created, you can switch between them using the drop-down menu on the dashboard. All content—such as Guides, Hotspots, Banners, Themes, Checklists, Surveys, Product Updates, Knowledge Base, and the AI Assistant—will be filtered by the selected project.

You can also view and manage data for each project individually on pages like Users, Dashboard, or Settings.

This setup helps keep your content organized and ensures each project operates independently within the same UserGuiding account.