The Basics of Project Selection
When you report an issue through Marker.io, you might be presented with an option to select the project for your feedback. Depending on your role and permissions, reporters may see a dropdown to choose the project. This article will guide you on setting the default project for feedback.
Setting the Default Project for Specific Websites
Navigate to Project > Settings > General > Website domains
to list your websites. When reporters visit a website, we look for projects associated with this domain and auto-select the correct project.
Handling Multiple Projects on the Same Domain
If a domain is linked to multiple projects, embed the javascript snippet code on your website to specify the primary project. Without this snippet, Marker.io defaults to the most recently created project.
Widget Visibility and Reporting
By default, the widget is visible to all. However, you can modify its visibility by going to Project > Widget > Button > Button Visibility
. If the widget is hidden, reporters must use the browser extension to submit feedback.
Managing Multiple Projects on a Single Domain
You can set different projects for various pages on the same domain by installing distinct scripts on each page. Ensure you never install two scripts on the same page URL.
domain.com/client-a → install script associated with "project A" on this page
domain.com/client-b → install script associated with "project B" on this page
Reporting to Multiple Projects
Reporters with access to several projects can decide where to send their feedback. The project linked with the snippet code on the page will be auto-selected. By default, members can access all projects, while guests have none.
Guest Reporting and Project Selection
Typically, guests cannot switch projects when reporting. To allow this, manually invite your guests to each project via the "people" menu within a project
Extension Reporting and Project Selection
If a reporter uses the extension instead of the in-page widget, Marker.io defaults to the last project used by that reporter. For consistency, we recommend using the in-page widget.
Reporting Without Script Installation
You can report issues via the browser extension without embedding the script. Clicking the extension on any site allows you to report to any accessible project. The last project used by the reporter will be auto-selected, not the one linked to the domain.
For instances where you can't modify your website's code, the browser extension can activate the in-page widget. Learn more about this here.
By following this guide, you can seamlessly integrate Marker.io with your website, ensuring efficient feedback collection across multiple projects.