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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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.