Zoho PageSense Spaces | Organize and Manage Your Optimization Projects

Space Management in Zoho PageSense

Managing your PageSense workspace efficiently is important when multiple projects, users, and experiments are involved. The Space Management section helps you organize projects, control user access, monitor subscription usage, and manage archived projects from a central location.
This article explains how to manage Projects, Users, Usage, and Archived Projects within your PageSense Space.

Projects  

A project is the primary workspace where you create and manage your optimization activities in PageSense.
Each project contains its own experiments, goals, reports, heatmaps, funnels, analytics data, and personalization campaigns. Creating separate projects helps keep different websites, brands, or business units organized.
For example, if your company manages multiple websites, you can create a dedicated project for each website to keep visitor data, experiments, and reports separate.


The Projects page displays all projects available within your current Space.
For each project, you can view:
  • Project name
  • Project owner
  • Project creation date
  • Number of live experiments
  • Total experiments created
Understanding Live Experiments
Understanding Total Experiments
Understanding Live Experiments
The Live Experiments count indicates the number of experiments that are currently running and collecting visitor data.

Understanding Total Experiments
The Total Experiments count includes all experiments within the project, including:
  • Live experiments
  • Paused experiments
  • Completed experiments
  • Draft experiments

Example :
A project may display:
Zylker Automation
  • Created by Henry Cooper
  • 30 Live Experiments
  • 46 Total Experiments
This means 30 experiments are actively running, while the project contains 46 experiments overall.

Why Use Multiple Projects?  

Using separate projects helps you:
  • Organize multiple websites independently
  • Separate staging and production environments
  • Maintain cleaner reports
  • Control project-level access for teams
  • Manage experiments without mixing visitor data
For example, an ecommerce company can maintain separate projects for its fashion store and electronics store while keeping reports isolated for each business.

Users  

The Users section allows administrators to manage everyone who has access to the current Space.
You can:
  • View all users
  • Invite new users
  • Assign roles
  • Manage project permissions
  • Remove users when necessary
For each user, you can view:
  • Name
  • Email address
  • Status
  • Role
  • Available actions

User Status  

Active
Pending
Active
An Active status indicates that the user currently has access to the Space and can log in based on their assigned permissions.

Pending
A Pending status indicates that the user has been invited to the Space but has not yet accepted the invitation. Once the invitation is accepted, the status automatically changes to Active and the user can access the assigned projects.

Inviting Users  

To add a new user to your Space:
  1. Open the Users page.
  2. Click Invite User.
  3. Enter the user's email address.
  4. Select an access type.
  5. Configure project-level permissions.
  6. Click Invite.


The user will receive an invitation email to join the Space.

Understanding Access Types  

When inviting users, you must first assign a Space-level role.

Admin
Member
Admin
Admins have complete control over the Space.
They can:
  • Create and manage projects
  • Invite and remove users
  • Configure settings
  • Access all reports and experiments
  • Manage project permissions
Admins typically include business owners, account administrators, or team leads.

Member
Members receive access only to the projects assigned to them.
Their capabilities depend on the permissions granted for each project.
This role is commonly used for marketers, analysts, designers, developers, and optimization specialists.

Managing Project-Level Roles  
After selecting a Space role, you can configure permissions individually for each project.
This allows users to have different access levels across different projects.
For every project, you can assign one of the following roles: 

Project Owner
Editor
Viewer
No Access
Project Owner
Project Owners have complete control over a project.
They can:
  • Create and manage experiments
  • Configure goals
  • Manage integrations
  • Access reports
  • Modify project settings
  • Manage project members
This role is typically assigned to the primary stakeholder responsible for the project.

Editor
Editors can actively work within a project.
They can:
  • Create experiments
  • Edit existing experiments
  • Configure goals
  • Access reports
Editors cannot perform certain ownership-level administrative actions.
This role is ideal for optimization teams and marketers.

Viewer
Viewers have read-only access.
They can:
  • View reports
  • Review experiment performance
  • Access project data
However, they cannot create, edit, or publish experiments.
This role is useful for managers and stakeholders who only need visibility into performance.

No Access
Selecting No Access prevents the user from accessing the project entirely.
The project will not appear in their account.

For example, Suppose a marketing analyst needs access only to one website project.
You can assign:
  • Member (Space Role)
  • Editor for "Zylker Automation"
  • Viewer for "My Project"
  • No Access for all remaining projects
This ensures the user only sees projects relevant to their responsibilities.

Usage  

The Usage section provides information about your subscription consumption and account limits.
The Usage page displays current usage against your subscription plan.
This helps administrators monitor project limits, visitor quotas, and plan validity.
Notes
Note : Usage calculations only include visitors tracked through PageSense experiments and optimization campaigns.
Visitors collected solely through Web Analytics are not counted toward your visitor quota.
This distinction is important when monitoring plan consumption.

Understanding Usage Metrics  


Projects
Visitors
Time
Subscription Plan
Projects
Displays the number of projects currently created compared to the maximum allowed by your subscription plan.
Example:
2 / 3 Projects
This indicates:
  • 2 projects currently exist
  • The plan allows 3 projects
Administrators may need to upgrade their plan or archive unused projects when limits are exceeded.

Visitors
Displays the number of experiment visitors tracked against your visitor allocation.
Example:
30270 / 50,000 Visitors
This means:
  • 30270 visitors have participated in experiments
  • The plan supports up to 50,000 experiment visitors
Only visitors participating in experiments contribute to this count.

Time
Displays the remaining duration of your subscription.
Example:
213 Days Left
This indicates the number of days remaining before the subscription expires.

Subscription Plan
The Usage page also displays your current plan information.
Example:
You are subscribed to the Trial Plan
This helps administrators quickly verify plan limits and subscription status.

 Archived Projects  

Archived Projects contains projects that are no longer actively used but have been retained for future reference.
Instead of permanently deleting projects, archiving allows you to preserve historical data while keeping your active project list organized.

Why Archive a Project?  

You may choose to archive projects when:
  • A campaign has ended
  • A website is no longer active
  • Experiments have been completed
  • Historical reports need to be retained
  • The project is no longer part of active optimization efforts

What Happens When a Project Is Archived?  

When a project is archived:
  • It is removed from the active Projects list
  • Historical reports remain preserved
  • Experiment data is retained
  • Visitor data remains available
  • The project can be reviewed later if required
Archiving helps reduce clutter without losing valuable historical information.

Viewing Archived Projects  

The Archived Projects page displays:
  • Project name
  • Project owner
  • Creation date
  • Total experiments within the project
Example:
Landing Page
  • Created by Henry Cooper
  • 20 Total Experiment

When Should You Archive Instead of Delete?  

Archive a project when you may need access to:
  • Historical experiment results
  • Conversion reports
  • Visitor behavior data
  • Campaign performance metrics
Deleting a project removes its data permanently, whereas archiving keeps the information available for future reference.

Best Practices for Managing Your Space  

To keep your PageSense account organized:
  • Create separate projects for different websites or brands.
  • Assign the minimum level of access required for each user.
  • Regularly review user permissions.
  • Archive inactive projects instead of deleting them.
  • Monitor visitor usage periodically to avoid reaching subscription limits.
  • Use project-level permissions to ensure teams only access relevant projects.
Proper Space Management helps maintain cleaner reporting, better collaboration, and more efficient optimization workflows across your organization.



We’ve designed this documentation to guide you every step of the way. If you need further assistance or have any questions, don’t hesitate to contact us at support@zohopagesense.com - we’re always here to help!