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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!

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Table of contents
  1. The Complexities of Residential Interior Design
  2. Client Connectivity: Crafting Relationships and Spaces
  3. Project Prowess: Managing the Symphony of Tasks
  4. 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
    4. Instant Sharing, Seamless Collaboration
    5. Customisation at its Best
    6. Goodbye Fragmented Financial Management
    7. Build Connected and Efficient Processes<br />
    8. Meet The Programa x QuickBooks Integration<br />
    9. Interior Design Software For Professional Interior Designers
  5. Streamlining the A&D industry – it’s about time.
  6. Recognized for Excellence in Design Software.
    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. Information about how Programa uses Cookies
    8. What are cookies?
    9. How do we use cookies?
    10. Strictly Necessary Cookies
    11. Optional Cookies
    12. Options for managing cookies and interest-based ads
    13. Updates to this Policy
    14. How to contact us
  7. Comprehensive Guide to Client Communication Software for Interior Designers
    1. The Importance of Effective Client Communication in Interior Design
  8. <strong>Principles for when you use the Services</strong>
  9. <strong>Implications for violating the User Guidelines</strong>
  10. <strong>Dangerous Content</strong>
  11. <strong>Deceptive Content</strong>
  12. <strong>Sensitive Content</strong>
  13. <strong>Illegal Content</strong>
    1. Introduction
    2. Why we have User Guidelines
    3. User Guidelines for what is strictly prohibited
    4. Rules for user-generated content
    5. How can I report an issue or get support?
    6. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    7. User-friendly Interface and Tools for Seamless Project Management
    8. Spreadsheets Weren’t Built for Interior Design
    9. Specification Simplified: Say Goodbye to Arduous Data Entry
    10. Always Up-to-Date: Live Schedules for Real-Time Collaboration
    11. Seamless Sharing and Client Communication
    12. Build Your Own Product Libraries
    13. Eliminate Stress with Real-Time Version Control
    14. Track, Manage, Deliver: Stay On Top of Your Projects
    15. Effortless Integration and Customization
    16. Join Thousands of Designers Transforming Their Workflows with Programa
    17. Key Features:
    18. What We Do
    19. Our Mission
    20. 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
    21. Interior Design & Architecture Software For Professional Interior Designers & Architects
  14. Interior Design Approvals and Client Communication
    1. The Significance of Client Communication in Interior Design
    2. Key Features of Programa’s Interior Design Approval Tools
    3. Benefits of Using Programa’s Interior Design Approval Tools
    4. Practical Applications of Programa’s Interior Design Approval Tools
    5. Conclusion
      1. Scheduling with Programa and Client Approvals
      2. Streamlined Procurement Management
      3. Budget Tracking for Financial Clarity
      4. Hidden Feature for Internal Reviews
      5. Client Dashboard for Transparency and Easy Communication
      6. Centralized Project Management for Cohesion and Control
      7. Long-Term Efficiency with Programa
      8. 1. Definitions
      9. 2. Details of Processing
      10. 3. European Union and United Kingdom
      11. 4. US Users / Consumers
      12. 5. General
      13. Appendix 1: Details of Processing
  15. Programa Invoices
    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

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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.