How can I de-associate a customer from the project

[Alex Chao]

One of my newly added project seems to inherit the entire customer list and i can't seem to find a way to remove (de-associate) them.

[Jack Brickey]

try this...

1. navigate to the project you do not want the customers to be part of
2. go to Customers and see if you have an organization listed that is associated w/ the customers you do not want included
3. click on that organization if it exists
4. click remove from project

[Alex Chao]

Unfortunately I don't.   I have a default project for most "generic" customers without any organization associated with them.

A new project I created does have its own organization and there are limited customers as part of the organization.

It sounded like I have to create organization for each customer group and then de-associate them from a project, correct?

Thanks.

[Jack Brickey]

yes you will need to click thru the individual customers and disassociate them w/ the project.

yes i would recommend using Organizations.

I'm a bit perplexed as to how you got all (?) of your customer from one project automatically in the other w/o organization being used. I'm not 100% positive here but as I recall when you add a single customer to a project it is added just to that project. If you add a new customer to and Organization it asks you if you want to add that person to all associated projects. I haven't been adding customers lately so my memory is a bit dated on this topic.

@Brittany Wispell, any further thoughts on this?

[Brittany Wispell]

Only thing I can think of is there is a group in the permissions, or in the roles area. 

I can't really think of anything else right now. I'll poke around and try and recreate the problem. 

[Brittany Wispell]

Hey @Alex Chao

Check your users & roles within your project and the permissions to make sure that the group isn't added to any of the permissions for the new project. 

[Alex Chao]

What if I don't have a group associated with these "generic" customers which we started initially.   It sounded like I must create a group or organization in order for me to isolate them from a more restricted project.  Is it correct?