Project settings and members

Each project has a Settings page for what Polyweb records about its calls, and a Members page for who can use it. Both live in the project’s sidebar. For what each role can do in general, see Projects and roles.

Change the trace policy

The Settings page has one section, Trace policy, with two fields.

Field	Options	What it does
Payload detail	Metadata only, Full requests	Metadata only stores timing, provider, outcome and counts. Full requests also stores the query or URL and the results.
Retention	Delete old traces switch, then a number of days (1 to 365)	With the switch off, traces stay until you delete them. With it on, old traces are deleted after that many days.

API keys, auth headers, cookies, passwords and tokens are removed from traces in either mode.

1. Open your project, then open Settings.
2. Change a field. A bar at the bottom right counts your unsaved changes.
3. Select Save changes, or Discard to drop them.

A field can show Set by system when the system admin has fixed it, or “Overridden” with the system default and a Reset link when your project differs. Reset returns the field to the system default after you save. If the system limit is Metadata only, you can’t choose Full requests.

If someone else saved first, you see “Settings changed since you opened them.” Select Reload settings and make your change again.

You need the Edit project settings permission to change values. Without it you see the values and a note, “Ask a project admin to change this”.

Copy settings from another project

Select Copy from another project (it needs Edit project settings and Copy settings).

1. Choose a Source project.
2. Choose what to copy: Changed values (only what the other project changed from the system defaults) or All current values (everything; this project stops following the system defaults).
3. Select Preview changes and read the table. Settings that can’t be copied are listed under Not copied.
4. If the source project has routes, tick any you want under Also copy routes.
5. Select Apply changes.

See and add members

The Members page lists everyone in the project with their Email, Role and Access. Your own row is marked “(you)”. A Suspended or Account inactive tag appears when that applies.

There are two roles. A Project admin has all permissions. A Developer has Base access (see the project, its members, settings and providers) plus the permissions you switch on. The Access column shows a summary such as “5 of 9 permissions”.

To add someone, fill in the New member panel (you need members.manage).

1. Enter their Account email. The person must already have a Polyweb account.
2. Choose a Role: Developer or Project admin. A new developer starts with the Standard permission set.
3. Select Add member.

If the email is invalid or has no account, the error appears under the email field.

Change a member’s access

Open the Actions menu on a member’s row. Which items you see depends on your permissions: roles.assign for role and permission changes, members.manage for the rest.

Menu item	Effect
Edit permissions (View permissions for admins)	Opens a dialog with presets (Read only, Standard, Full developer) and one switch per permission. Select Save permissions.
Make project admin / Make developer	Changes the role.
Suspend member / Reactivate member	Removes or restores access without deleting the membership. You can’t suspend yourself.
Remove from project	Removes the member after you confirm.

The permissions you can switch on for a developer:

Group	Permissions
Requests	Run searches, Fetch pages
Activity and usage	View activity, View usage
Configuration	Edit project settings, Copy settings, Change provider order
API keys	Manage API keys

A project always keeps at least one active admin, so you can’t demote, suspend or remove the last one (“A project needs one active admin.”).

Transfer provider ownership

One project admin is the provider owner, shown with a Provider owner tag. Changing the owner can stop providers until the new owner adds capacity.

The current provider owner opens the Actions menu and selects Transfer provider ownership, or Make provider owner on another admin’s row. Choose the New provider owner from the active admins, read which providers will stop until that person adds capacity, and select Transfer ownership.

Troubleshooting

Symptom	Fix
Settings or Members is missing from the sidebar	You lack the permission to read it. Ask a project admin.
The project page shows as not found	You aren’t a member. Ask a system admin to add you.
Changes are refused on an archived project	Ask a project admin to unarchive it.

Next steps

• Set up what the project routes to in Project providers.
• Read recorded calls in Activity and traces.