Project settings

Every project has its own settings — name, branding, report theme, KPI benchmarks, members. This is the index page; pick the tab below for details.

The project Settings page has multiple tabs. Each one is documented below.

[Screenshot needed] Project Settings page with the tab strip across the top: Project Management, Project Settings, Project Theme, Report Theme, KPI Benchmarks, User Messages.

Tabs

Tab	What it controls	Documentation
Project Management	Members, invitations, roles	Manage project members
Project Settings	Project name, description, archetype, search-term-analysis config	This section
Project Theme	Branding for dashboards — colors, fonts, logo	Project theme
Report Theme	Styling for exported reports (.pptx)	Report theme
KPI Benchmarks	Industry benchmarks for KPI targets used in automations	KPI benchmarks
User Messages	Owner-only — broadcast messages to project users; review historical chat	User Messages

Project Settings (general tab)

The main Project Settings tab contains the project's identity fields:

• Project name — display name used in nav, dashboards, emails.

• Project description — optional context.

• Archetype — which business archetype this project represents (Local Services, D2C ecommerce, B2B SaaS, etc.). Affects what onboarding suggestions and automation defaults SMAQ shows.

• Default timezone — used by automations and date filters.

• Currency — default reporting currency.

• Search Term Analysis configuration — on-brand / off-brand keywords used by the Search Term Analysis automation.

[Screenshot needed] Project Settings tab with fields populated for a sample project.

Permissions

• View settings: Member, Editor, Owner.

• Edit settings: Editor, Owner.

• Demo accounts: read-only on every settings tab.

Demo mode

If you're signed in to a demo account ([email protected] or similar), settings tabs show a banner:

"This is a demo account. You cannot modify project settings in demo mode. Please create a real account to access and manage your project settings."

What's next

• Project theme — brand your dashboards.

• Report theme — brand your exports.

• KPI benchmarks — define what "good" means for your business.