Client Access Management

Centralized Control for Your Client Dashboard
Programa
Programa
Updated: 04 November 2024
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Take Full Control of Client Access with Ease

We’re excited to announce new updates to managing your Client Dashboards through Programa that make it simpler and more effective than ever.

Project Dashboard
New View from your Project Dashboard Files

Hover to quickly see which clients receive each files

'Public' status appears when file is shared

View and Manage Access

See which clients have access to each file, including Schedules, Pinboards, and Canva Shares, all from one central dashboard. Quickly add, remove, or adjust permissions to keep everything in check.

Client Dashboard Sharing

Client Overview & Quick Access Controls

The new ‘View Clients’ feature gives you an overview of all clients linked to your project files, making it easy to track access and share updates.

Plain

File-Specific Filtering

Use filters to view client-specific file access, instantly showing shared files and tracking hidden files. Customize views to streamline your workflow and reduce repetitive actions.

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Benefits of the Update

Streamlined Workflow: Manage all client access from a centralized control panel, reducing back-and-forth and ensuring clients see only what’s intended.

Greater Security: Control access levels with ease, including quick access removal and visibility control for confidential files.

Reduced Errors: Added confirmation on deletions minimizes accidental changes, giving you peace of mind when managing project files.

These updates make it easier for you to maintain organized, transparent, and secure client interactions. Start exploring these new Client Dashboard controls today to optimize your workflow!

Table of contents
  1. What’s New?
  2. Why Change?
  3. Key Enhancements
  4. Interior Design Software For Professional Interior Designers
  5. 2022
  6. 2023
  7. Purchase Orders
  8. Client Dashboard
  9. What’s next?
  10. About Tom Mark Henry: Studio Origins and Philosophy<br />
  11. How Tom Mark Henry uses Programa
    1. How Tyler Aspen Edmonds Did It
    2. The Programa Advantage
    3. The Trade Portal Advantage
    4. The Issue - Complex Tax Handling<br />
    5. The Solution - Streamlined Tax Tool
    6. The Result - Enhanced Clarity and Compliance<br />
    7. Interior Design & Architecture Software For Professional Interior Designers & Architects
    8. Recognized for excellence in design software
  12. Streamlining the A&D industry – it’s about time.
  13. Recognized for Excellence in Design Software.
    1. 31 July 2024
    2. 30 July 2024
    3. 29 July 2024
    4. 26 July 2024
    5. 23 July 2024
    6. 18 July 2024
      1. The Hidden Cost of Chaos
      2. Enter the Digital Design Revolution
      3. Master Your Design Universe
      4. Design Intelligence at Work
      5. The Feedback Doesn't Lie
      6. Beyond Organization: Empowering Creativity
      7. A Day in the Life with Programa
      8. The Future of Interior Design is Here
    7. The Issue
    8. The Solution
    9. The Result
    10. What is an Interior Design Quotation?
    11. Key Components of an Interior Design Quotation
    12. Interior Design Quotation Format and Free Template
    13. How Do You Create an Interior Design Quotation Quickly & Easily?
    14. Beyond the Proposal: Invoicing with Programa
    15. Start Your Project Proposals with Programa
    16. 14 May 2024
    17. 09 May 2024
    18. 03 May 2024
    19. 02 May 2024
    20. 09 April 2024
    21. 28 March 2024
    22. 22 March 2024
    23. What is a Spec Sheet?
    24. The Power of Programa
    25. Flexible Design Features
    26. Ease of Use
    27. Cost Savings
    28. Increased Productivity
    29. Overview of Each Platform
    30. 30 September 2024
    31. 25 September 2024
    32. 20 September 2024
    33. 19 September 2024
    34. 17 September 2024
      1. Tasks: The Building Blocks of Effortless Studio Management
      2. Phases: Your Project's Roadmap to Success
      3. The Magic of Combining Tasks and Phases
      4. Getting Started is a Breeze
    35. Our new release puts the Pro, in Programa.
    36. For Designers
    37. For Brands
    38. What’s Next?
    39. Board View:
    40. List View:
    41. Timeline View:
    42. Seamless Integration for Holistic Project Management
    43. 13 November 2024
    44. 08 November 2024
    45. The Complexities of Residential Interior Design
    46. Client Connectivity: Crafting Relationships and Spaces
    47. Project Prowess: Managing the Symphony of Tasks
  14. Materials Mastery: Sourcing, Selection, and Inventory
    1. Pinboards: Your Creative Oasis
    2. Financial Finesse: The Art of Business Management
    3. Embark on Your Programa Journey Today
      1. Take Full Control of Client Access with Ease
      2. View and Manage Access
      3. Client Overview & Quick Access Controls
      4. File-Specific Filtering
      5. Benefits of the Update
  • Business
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Programa’s enhanced Client Dashboard update introduces powerful new controls for managing client access to project files. This update allows designers and architects to view, edit, and manage who has access to specific files like Schedules, Pinboards, and Canva Shares—all from one centralized dashboard. Key features include quick access management, customizable file filters, and client overview tools, making it easy to track and adjust access with one click.

In addition, new protections on file deletions prevent accidental loss of important data, while public link sharing enables faster external sharing without extra steps. With these updates, Programa’s Client Dashboard streamlines workflows, improves file security, and supports better client communication. Whether you need to adjust permissions, organize file visibility, or keep your client list up to date, Programa’s Client Dashboard is built to optimize every step of your design project management.