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. Information about the Programa In App Payment Services
  2. <br />The Programa Payments Service
  3. Getting a Payments Services Account
  4. Processing Card Transactions and Receiving Your Funds
  5. <strong>Termination and Other General Legal Terms</strong>
  6. <strong>Contact Support</strong>
  7. What We Do
  8. Our Mission
  9. Interior Design Software For Professional Interior Designers
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
  10. Partnership
  11. It Makes Sense
  12. Key Benefits of the Programa and IDS Partnership
  13. About Programa
  14. About the Interior Design Society
  15. Information about the Programa Terms of Service
    1. 1. Account Terms
    2. 2. Account Activation
    3. 3. Programa Rights
    4. 4. Your Responsibilities
    5. 5. Payment of Fees and Taxes
    6. 6. Confidentiality
    7. 7. Limitation of Liability and Indemnification
    8. 8. Intellectual Property and Your Materials
    9. 9. Additional Services - Programa In App Communication Tools<br />
    10. 10. Third Party Services and Integrations<br />
    11. 11. Beta Services<br />
    12. 12. Feedback and Reviews<br />
    13. 13. Takedown Procedure
    14. 14. Privacy and Data Protection
    15. 15. Programa Contracting Party
    16. 16. Term and Termination
    17. 17. Modifications<br />
    18. 18. General Conditions
  16. Discover the Versatility of Artedomus Products
  17. Why Designers Love Artedomus
    1. <strong>Tyler Aspen Edmonds is a Melbourne-based Interior Stylist with a flair for creating cohesive, bold, and dramatic spaces for his clients. </strong>
    2. <strong>We spoke with Tyler about his recent project in Toorak, Melbourne.</strong>
    3. Welcome Back!
    4. 06 January 2025
    5. Simplify Your FF&E Selection Process
    6. Effortless Updates and Revisions
    7. Collaboration Made Easy
    8. Optimized Finishes Schedule Management
    9. The Future Of FF&E With Programa
    10. Why Use Interior Design Client Proposal Templates?
    11. Key Components of an Interior Design Presentation Template
    12. Conclusion
    13. Interior Design & Architecture Software For Professional Interior Designers & Architects
    14. Introduction to Programa
    15. Getting Started Dashboard
    16. Schedules
    17. Client Dashboard
    18. Web Clipper
    19. Pinboards
    20. Project Management
    21. Address Book
    22. Invoicing
      1. 1. Specification Management Command Center
      2. 2. Project Management Suite
      3. 3. Procurement & Financial Tools
      4. 4. Client Dashboard
      5. 5. Digital Design Libraries
      6. Why Programa Stands Out
      7. Fast-Track Your Setup
      8. The Future of FF&E Management
      9. Transform Your FF&E Management Today
      10. Features
      11. Integrations & Sharing
      12. Upgrades
    23. What is FF&E in Interior Design?
    24. Why is FF&E Management Crucial?
    25. How Programa is Changing the FF&E Interior Design Software Game
    26. Why Programa Stands Out from Other FF&E Interior Design Software
    27. The Future of Interior Design with Programa
      1. What’s New at Programa?
      2. Looking Ahead: Upcoming Features
      3. Pricing Update: Supporting Continuous Improvement
      4. Thank You for Being Part of the Programa Community
      5. What is the ‘Hidden’ Status?
      6. Use Case: Building a Custom Product
      7. Simplifying Financials with Hidden Status
      8. Reusing and Grouping Components
    28. The Issue
    29. The Result
    30. The Solution
    31. 30 May 2024
    32. 27 May 2024
    33. 24 May 2024
    34. 23 May 2024
    35. 16 May 2024
    36. The impracticalities of using generic software
    37. Enter Programa.
    38. Remove unnecessary stress and double handling with Programa:
    39. Client Portal
    40. Client Communication
    41. Rebranding
    42. Client Testimonial
    43. Software Solution
    44. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    45. Pinboards: Visual Inspiration and Design Curation
    46. Canva Sharing: Collaborative and Seamless Presentation Integration
    47. Invoices: Simplified Financial Management and Transparency
    48. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
  18. The Future Of Sales And Marketing For A&D Brands
    1. What Sets Programa Apart?
  19. What’s In Trade Portal 2.0?
    1. A Sleek New Interface
    2. Smart Search
    3. Collections Showcase Your Best
    4. Smart Recommendations
    5. What's Unique For Brands?
      1. Support
    6. 13 June 2024
    7. 07 June 2024
    8. 06 June 2024
    9. 04 June 2024
      1. Take Full Control of Client Access with Ease
      2. View and Manage Access
      3. Client Overview & Quick Access Controls
      4. File-Specific Filtering
  • Schedules & Specifications
Reading: Client Access Management, Centralized Control for Your Client Dashboard
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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.