As your business evolves, you'll need to update project settings or remove outdated projects. This guide covers editing and deleting projects safely and effectively.
Editing Projects
Accessing Project Settings
- Navigate to the Projects page
- Find the project you want to edit
- Click on the project name or card
- Look for Settings or a gear icon
- Click to open project settings
What You Can Edit
Most project settings can be modified after creation:
- Project name and description
- Brand information
- Website URLs
- Target audience
- Competitive landscape
- Analysis defaults
What You Cannot Edit
Some elements are fixed after creation:
- Project ID (internal identifier)
- Creation date
- Organization ownership
If you need to change these, create a new project instead.
Editing Project Information
Updating Basic Details
- Open project settings
- Navigate to Basic Information
- Edit the fields you want to change
- Click Save or Update
Changes take effect immediately.
Updating Brand Information
- Go to Brand Settings section
- Modify brand name, description, or attributes
- Update target audience or positioning
- Save your changes
Updating brand information doesn't affect historical analysis results but influences future analyses.
Modifying Website Configuration
- Navigate to Website Settings
- Add, edit, or remove URLs
- Update verification status
- Save changes
Changing Industry
- Find Industry in project settings
- Select a new industry from the dropdown
- Review the impact notice
- Confirm the change
- Click Save
Changing industry regenerates automatic prompts. Existing custom prompts are unaffected.
Impact of Editing Projects
What Changes Affect
Most setting changes impact:
- Future analyses - New executions use updated settings
- Automatic prompts - May be regenerated for industry changes
- Dashboard display - Reflects new project name and details
What Remains Unchanged
- Historical data - Past analysis results are preserved
- Analysis history - Records of previous executions remain
- Trends - Historical trends continue unbroken
Best Practices for Editing
- Document changes - Keep notes on significant updates
- Test after editing - Run a quick analysis to verify
- Inform team - Let collaborators know about major changes
- Edit incrementally - Don't change everything at once
- Backup data - Export results before major configuration changes
Deleting Projects
Who Can Delete Projects
Currently, all team members have the ability to delete projects. Be careful and coordinate with your team before deleting.
Note: In a future release, role-based permissions will restrict project deletion to Owners and Admins only.
When to Delete a Project
Consider deletion when:
- The project is no longer relevant
- The project was created for testing
- The brand no longer exists
- Consolidating multiple projects
Alternatives to Deletion
Before deleting, consider:
- Archiving - Mark as inactive without deleting
- Renaming - Repurpose for a new brand or market
- Exporting data - Save results for reference
- Pausing - Stop analyses without deleting
How to Delete a Project
Deletion Process
- Navigate to Projects page
- Find the project to delete
- Open Project Settings
- Scroll to Danger Zone or Delete Project section
- Click Delete Project
- Read the warning carefully
- Type the project name to confirm
- Click Delete Permanently
Project deletion is permanent and cannot be undone. All data, analyses, results, and configuration will be lost forever.
What Gets Deleted
Deleting a project removes:
- All project configuration
- All products in the catalog
- All custom prompts
- All analyses and executions
- All historical results and data
- All scheduled analyses
What Is Not Deleted
Deletion does not affect:
- Other projects in the organization
- Organization settings
- User accounts
- Billing information
- Other teams or projects
Recovering Deleted Projects
There is no recovery option. Deleted projects are gone permanently.
Before Deleting
Take these precautions:
- Save configuration - Document settings for reference
- Inform stakeholders - Let team members know
- Double-check - Verify you're deleting the correct project
- Consider impact - Think about whether this project is still needed
Bulk Project Management
Managing Multiple Projects
When managing several projects:
- Use consistent naming conventions
- Apply similar configurations
- Edit projects individually
- Document your processes
Regular Maintenance
Keep your projects organized:
- Review projects quarterly
- Delete unused projects when appropriate
- Update outdated configurations
- Maintain clear project purposes
Project Access Control
When editing or deleting projects, respect access controls:
- Verify you have necessary permissions
- Consult with project stakeholders
- Consider impact on team workflows
- Don't delete shared projects without agreement
Common Issues
Can't Edit Project
- Refresh the page
- Try a different browser
- Check your internet connection
Can't Delete Project
- Ensure you have deletion permissions
- Cancel any running analyses first
- Check organization policies
- Contact support if blocked
Accidental Deletion
If you delete a project by mistake:
- There is no undo function
- Contact support immediately
- Be careful with deletions as they are permanent
- Learn from the mistake and implement safeguards
Next Steps
Now that you understand project management:
- Configure your project completely
- Set up products and analyses
- Establish a review schedule
- Train team members on project management