Client Access Management

Centralized Control for Your Client Dashboard

Programa

Nov 04, 2024

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.

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.

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.

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!

Streamline your practice today and save time, don't waste another minute.

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