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Project Settings

Project Settings Overview

Published August 23, 2025

Every Evergreen project comes with its own Project Settings area, where you can configure essential information and integrations for that project. These settings ensure Evergreen knows how to handle your project (like what it’s called, who’s involved, and what external accounts to sync with). Organizing these details correctly will make the rest of Evergreen work smoothly.


When you click on Project Settings in the sidebar, you may see multiple tabs or sub-sections. The main ones include General Settings and Connections. We’ll explore each of these below.



General Settings



In General Settings, you manage the basic information about your project. This section is usually straightforward but very important to set up initially.


Here’s what you can typically configure:


  • Project Name: The name of your website or project as it appears within Evergreen. If you’re managing multiple projects (say, different websites or clients), this name helps distinguish them. Make sure it’s clear and recognizable (e.g., “Acme Corp Website” or “Blog Redesign 2025”). You can change the project name anytime; it won’t affect any data, just how it’s labeled in the UI.
  • Website URL: The primary domain or homepage URL of the site this project represents (e.g., https://www.acme.com). Providing the correct URL helps Evergreen when connecting to services like Google (they often need to know which site to fetch data for) and for its own context (like generating site-specific insights or share links). If your site has multiple domains (like .com and a separate mobile site), you might specify the main one here. In some cases, Evergreen might use this to verify property connections in Search Console or to crawl the site.
  • Project Description: (Optional) A short description of the project. This might be a note for your team’s reference, like “Q4 Content Strategy for E-commerce Site” or “Staging environment tracking”. It’s not critical, but can be useful if many projects are in your account.
  • Team Members / Collaborators: If Evergreen supports multi-user collaboration on a project, here is where you’d invite or manage team members. You might see a list of emails or user accounts that have access to this project. Options could include:
  • Invite Team Member: Enter an email to send an invitation. You might also set their role (e.g., Editor, Viewer, Admin). An Editor might add/edit content in Evergreen, a Viewer might only view the dashboards, etc.

  • Current Members: A list of who already has access, possibly showing their role and an option to remove or change role. For example, you can revoke access for someone who’s left the project or promote someone to admin if they need to manage settings.

  • Pending Invites: If someone hasn’t accepted their invite yet, it might show as pending so you know.

  • Notifications Settings: Some projects have notification preferences (e.g., “Email me a weekly summary” or “Alert on new high-severity issue”). If available, you can toggle these on/off in general settings. This ensures you get (or don’t get) automated emails or in-app notifications from Evergreen about the project’s status.
  • Project Logo or Avatar: Purely cosmetic, but some platforms let you upload an icon or logo for the project which is displayed in the UI (especially if managing multiple projects, a logo can cue which project you’re looking at). This might be a small upload field.
  • Delete or Archive Project: Usually at the bottom, there might be a danger zone to Delete Project. Be careful: deleting a project could remove all its data from Evergreen (this likely requires confirmation like typing the project name to confirm). Archiving (if offered) would remove it from active view but keep data stored if you ever need to restore it. Only use these if you’re sure you want to dismantle the project in Evergreen.



Setting Up a New Project: When you first created this project in Evergreen, you likely went through some of these settings – giving the project a name and URL, etc. It’s good to double-check them here for accuracy. For instance, if your site moved from “staging” to production domain, update the URL. If you initially named it “New Project” and now want it to be “Awesome Blog”, change the name.


Using Team Settings: If you invite team members, they will get access to view and contribute to all sections of the project (unless roles restrict some features). This is great for cross-functional work:


  • SEO specialists can check Insights,
  • Content writers can update the Roadmap and Pages,
  • Managers can keep an eye on Objectives and overall progress.
    Everyone sees the same data and updates in real time. You can revoke access when needed (for example, a freelancer who finished their work).



Always ensure only the right people have access to the project, especially if connecting third-party accounts – you don’t want just anyone poking around in say your analytics data unless authorized.


General Settings Tips:


  • Keep the project name and description updated if your focus changes (e.g., after a project pivot, maybe rename “Site Relaunch 2025” to “Site Maintenance 2026” if you repurpose the project space).
  • If you notice any date/time settings, ensure the project is on the correct time zone (so that any date-stamped data, like analytics or content schedules, align with your local time).
  • Use the description field to store any important context (like client name, or “Data from GA4 property XYZ”). It’s internal, so it can be a useful memo area.



With General Settings configured, you provide Evergreen the context it needs for everything else. It’s mostly a one-time setup, with occasional tweaks. Now, onto the Connections section, where you integrate those powerful external data sources.


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