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What happens when you cancel a project?

  • 20 March 2024
  • 4 replies
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emaynez
Userlevel 7
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if you cancel a project can the customer still access it?

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Best answer by jdodge 8 May 2024, 20:36

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jdodge
Userlevel 1
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Yes? Just won’t send notifications and they’ll have to check their filters. I think?

eduensing
Userlevel 2

I am thinking No, they cannot. I can’t think of a (good) reason that a customer would still need access to a project that is canceled.  

emaynez
Userlevel 7
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@jdodge is correct! A customer can still access their project, but they’ll have to remove the filters on their projects page to see it. (They can still click on any email from GUIDEcx and get taken to their project) However the project will show as cancelled.

 

Good point @eduensing! The cancelled status is more for stopping the notifications from going out and reporting purposes in case you find your team cancelling a lot of projects. If you truly don’t want a customer to access a project, you can delete the project (keep in mind that you’ll lose the data for reporting on cancelled projects if you delete them)

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Casey Wilt
Userlevel 4
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For what it’s worth, for projects that have hit that “parting ways” fork in the road, we’ve cancelled the project and deleted the customer team members from the project. that way we have full record of the project as it was when the lights turned off, but no one external has access or has any chance of an email update if we are typing a project note to document what went sideways

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