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Project Setup & Settings

Configure your project details, reporting preferences, groups, and shared ViewKey reports.

What this is

Project settings let you manage how a project appears in your account, which reporting settings it uses, and what clients see when you share its data.
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You can also create groups within a project, customize shared-report branding, and archive or delete projects.


Why this matters

Project settings control:

  • What clients and stakeholders see in shared ViewKey reports.

  • How branding is applied at a project level.

  • Which currency is used to display CPC values.

  • Which reporting preferences apply to the project.

  • Whether a project is archived or permanently deleted.

Correct setup helps keep reporting consistent, creates client-ready shared reports, and avoids accidental data loss.


How to access project settings

On the Keywords page, click the three-dot icon beside Add Keywords in the top-right corner.
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The menu includes:

  • Edit Project

  • New group

  • Sharing settings

  • Archive Project

  • Delete Project

Under Account Settings, you’ll also find shortcuts to Team access and Table Settings.
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Edit Project

Select Edit Project to open the Project settings panel.
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General settings

You can configure:

Setting

What it controls

Domain

The domain associated with the project.

Project name

The name used to identify the project in your account.

Brand names

The names AI answers use for your brand. A mention of any listed name counts as a mention of your brand in AI Visibility.

Default region

The default region for new keywords and new AI prompts. Each keyword or prompt can still use its own region.

The panel also includes AI visibility options, where you can configure the update frequency for the project’s AI prompts.
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Reporting settings

Choose whether the project uses Account-wide settings or Custom settings.
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Account-wide settings inherits your account’s reporting currency, metric buckets, comparison period, and search-volume scope.
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Select Custom settings to configure these separately for the project.
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Project reporting currency

Choose the currency used to display CPC values for this project.
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Open the Project reporting currency dropdown and select your preferred currency from the available options.
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Keyword Position Tracking Metrics Buckets

Choose the ranking thresholds used in keyword position tracking summaries.

For example, buckets set to 3, 10, 20, 30, and 100 show the number of keywords ranking within each of those thresholds.
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Default Comparison Period

Choose the default period used to compare ranking performance.
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Monthly Search Volume for Google.com Keywords

For keywords tracked using Google.com, choose which monthly search-volume data to display:

  • Show USA: Displays monthly search volumes for the United States.

  • Show Global: Displays monthly search volumes worldwide.
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Create a new group

Groups let you organize keywords within a project.
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To add a group:

  1. On the Keywords page, click the three-dot icon beside Add Keywords.

  2. Select New group.

  3. Enter a Group name.

  4. Choose Account-wide settings or Custom settings for reporting.

  5. Click Create group.

Selecting Custom settings lets you configure the group’s reporting currency, metric buckets, default comparison period, and Google.com search-volume scope.
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Sharing settings (ViewKey Project settings)

Sharing settings controls how your shared, live ViewKey report appears and what viewers can access.
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Select Sharing settings from the project’s three-dot menu to open the Shared view settings panel.
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At the top, you can copy the Shared link or switch to the Embed code tab.
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1. Show or hide charts and dashboards

You can control the charts displayed above the keyword table and which dashboards appear in the shared report.
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Charts on Keywords tab

Enable Charts on Keywords tab to show charts above the keyword table in the shared ViewKey report.
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Expand the dropdown to choose which charts to include:

  • Keyword Position Tracking: Summary cards showing keyword movement and ranking totals.

  • Keywords in Top Positions: A historical chart showing keyword distribution across ranking ranges.

You can enable either chart or both. Turn off Charts on Keywords tab to hide both charts from the report.
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Click Save changes to apply your selection.
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Dashboards

The Dashboards dropdown lists the dashboards you have created for the project. Enable the ones you want to include in the shared ViewKey report, then click Save changes.
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Each enabled dashboard appears as a read-only tab alongside Keywords. For example, enabling Overview and Top Pages adds those tabs to the report.
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With dashboards enabled:
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If all dashboards are disabled, the report displays the keyword view without a tab bar. Charts above the keyword table can still appear if Charts on Keywords tab is enabled.
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With all dashboards disabled:
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2. Choose keyword table columns

Use Keyword table columns to control which columns appear in the shared report.

The report can follow your account-wide share settings. Expand the dropdown to review the available columns and toggle their visibility.
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3. Control sharing options and keyword actions

Hide share options removes the report’s export and share controls, so viewers can only read the report.
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Hide keyword actions removes per-row controls, including the trend chart, Spyglass, and SERP history, so viewers only see rankings.
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4. Password-protect the ViewKey report

Enable Require a password to protect the shared report. Viewers must enter the password before they can open it.
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This option is marked as an add-on in the settings panel.
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5. Use a whitelabel domain

The Whitelabel domain option lets you serve the shared report from your own domain instead of app.keyword.com.
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This option is marked as an add-on. If it is not included in your current subscription, the panel displays an Upgrade button.
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6. Customize report branding

Under Branding, choose Account-wide settings to use your existing account branding, or Custom settings to apply branding specifically to this project.

With Custom settings, you can configure:

  • Company Name

  • Company URL Link

  • Company Logo, using a logo URL or Upload logo

  • Company Description

Click Save changes to apply your sharing settings.
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Archiving & deleting a project

Archive a project

To archive a project, open its three-dot menu and select Archive Project.
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Archiving does not delete keywords or historical data. The project moves to the Archive section, where you can restore it at any time and continue where you left off.
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Delete a project

To delete a project, open its three-dot menu and select Delete Project.
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Deleted projects are retained for 30 days before their keywords and historical data are permanently deleted. Once permanently deleted, the data cannot be recovered.

💡 Best practices & notes

  • Use Account-wide settings for consistent reporting across projects. Choose Custom settings when a project or group needs different reporting preferences.

  • Select the reporting currency that matches your client’s or team’s preferred currency for CPC values.

  • Before sharing a ViewKey link, check the visible charts, dashboards, columns, and branding.

  • Archive projects when you may need their data again. Before deleting a project, confirm that its keywords and historical data are no longer needed.

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