Programa’s Client Dashboard is the ultimate tool for design professionals looking to streamline project management and client collaboration. Centralize everything your clients need in one intuitive space, from schedules and pinboards to invoices and design presentations.
Programa’s Client Dashboard is designed to centralize everything you and your clients need, all in one accessible space. It’s a powerful tool that simplifies project communication, streamlines approvals, and enhances transparency. Here’s a detailed look at what you can supply, use, and share through the Client Dashboard and how each feature is designed to benefit your workflow.
With Schedules, you can share detailed, itemized project plans directly on the Client Dashboard. Break down your project into categories like Lighting, Furniture, Tile & Flooring, and more. Each schedule entry can include images, specifications, and supplier details, making it easy for clients to review and approve items.
Pinboards allow you to share mood boards and design inspiration, letting clients see the creative direction of the project. Easily curate visuals, materials, and textures to give clients a complete design overview.
The integration with Canva allows you to seamlessly add design presentations to the Client Dashboard. Whether it’s concept presentations or design developments, clients can view the full presentation within the dashboard.
The Shared Invoices feature enables you to centralize all project-related invoices, giving clients a straightforward way to view, download, and pay directly from the dashboard. No more scattered emails—everything they need is right there.
Programa’s latest update enhances your control over client access. From the Project Files dashboard, you can view, add, or remove client access to specific files like Schedules, Pinboards, Canva Shares, and Invoices. Customize permissions with partial or full access, filter by individual clients, and share public links instantly.
• Full Control Over Access: Manage who can see, edit, or comment on specific files, ensuring secure collaboration.
• Increased Efficiency: Quickly adjust permissions without needing multiple tools or files.
• Enhanced Security: Keep sensitive or draft materials private until they’re ready to be shared.
By centralizing all project elements within the Client Dashboard, Programa empowers you to deliver a seamless, organized experience to your clients. Here’s how it makes a difference:
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!