When you're reporting an issue via Marker.io, you may have the option of choosing which project to send your feedback to.
Depending on your role and permissions, your reporters might see a field to change the project when reporting. Read on to learn how to define which value is selected by default.
How do I define which project will be auto-selected on specific websites?
You can list your websites under each Project > Settings > General > Website domains. When reporters visit a website, we look for projects associated with this domain and auto-select the correct project.
What if I use the same domain across multiple projects? Which one will be auto-selected?
If you have the same domain listed across multiple projects, you must embed the javascript snippet code on your website to identify the priority project. If you don't embed a snippet code in your code, we will auto-select the latest project created.
If I embed the snippet code, does it mean everybody can see and report via the widget?
By default, yes, but you can "hide" the widget from visitors.
To change that, go to your Project > Widget > Button > Button Visibility. The snippet inside your page will help us auto-select the correct project without you opening reporting to anyone. In this case, since the widget will be invisible, your reporters will need to install and use the browser extension to report a new issue. More on that below.
Can I auto-select different projects on the same domain?
Yes, you can, but you must install different scripts on different pages. This means you cannot install it on the website level, but you have to install it on a page level.
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
Remember that you can never install 2 scripts on the same page URL!
Can I report to multiple projects from the same website?
Yes, depending on your access. Reporters with access to multiple projects can choose where to send their feedback. We will auto-select the project associated with the snippet code if we find one on the page.
By default, members have access to all projects, and guests have access to no project.
Can guests change projects when reporting?
In most cases, no. If you want a guest to do that, you will need to manually invite your guests to each project under the "people" menu inside a project.
When I click on the extension, Marker.io does not select the correct project. Why?
If your reporter clicks on the extension - as opposed to clicking on the in-page widget - we will auto-select the latest project used by this reporter. This means that different reporters on your team might have different projects auto-selected. If that sounds counter-intuitive to you, we recommend sticking with clicking on the in-page widget and not the extension.
Can I report issues via the browser extension without installing the script?
Absolutely. You can click on the extension on any website and report to any project you have been given access. As explained above, we will auto-select the latest project used by this reporter, not the project associated with a specific domain.
Alternatively, the browser extension can serve as a way to activate the in-page widget on the domain where you can't access your website's code base. Learn more about how to activate the in-page widget via the extension here.