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. A Note from Zoe
  2. Join the Future of Design
  3. 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
    3. Why Winning Work Matters for Interior Designers
    4. The Benefits of CRM Software for Interior Designers
    5. Using Project Management Tools as a CRM
    6. Outcome
  4. Programa Invoices
    1. The Importance of Project Management in Interior Design
    2. Tips for Becoming a Better Interior Designer
    3. Real-World Examples of Successful Project Management in Interior Design
    4. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    5. Enter Programa
    6. Clear and Precise Presentations
    7. Easier Management of Data
    8. Exports That Work The Way You Do
      1. Information about how Programa handles your data
      2. Introduction
      3. Our Values<br />
      4. Why we process your information
      5. <br />Your rights over your information
      6. Where we transfer your information
      7. How long do we retain your information
      8. Our use of advanced technologies
      9. How we protect your information
      10. How we use “cookies” and other tracking technologies
      11. How you can reach us
      12. Types of data we collect and process
      13. What Personal Data we receive
      14. Retention
      15. Our purpose for using your personal data
      16. Disclosing your personal data<br />
      17. Changes to this Privacy Policy
      18. Additional Privacy Information for Brands & Suppliers<br />
      19. When and why we share your information with others
      20. Your rights over your information
      21. How long we retain your information
      22. Your customers’ information
      23. Additional Information about how we process data globally
      24. Processing data globally to fulfil our service obligations
      25. United States Regional Privacy Notice
      26. What information we collect and share about you
      27. Why we collect and share your Personal Information
      28. Sources of Personal Information
      29. How long we keep your information
    9. 13 June 2024
    10. 07 June 2024
    11. 06 June 2024
    12. 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
      5. Benefits of the Update
  • Interior Design
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.