Shortcuts to the section you need:
How to use presentation mode to quickly check (Views, Files & Media, and Design Boards)
Client assigned to the project
Before you enter each project, you will see the user profiles that have access to this project. If you hover over the profile it will tell you the full name of the person.
When you enter the project you will also see on the right-hand side who has access. If you need to add or remove someone you will click on the pencil on the left.
This will show a pop-up. You will want to select the header "user access," and then you can select the person icon to add an existing profile.
After you select the person icon, you will see a drop-down option. Click on the arrow to expand the drop-down.
Then you can search for the client's name or scroll through the list. Once you have found the client you would like to add you can click on their name. A green check mark will appear on the right of the name to confirm you have selected them.
If you type a new name in the search this will create a brand new client profile.
Once you are happy you will click off to the side to exit the drop down. Then select "Done" at the bottom right to finalize your save.
From the Project Index, you will easily see if a project is published or unpublished by the eye icon at the top right corner. If the eye icon has a slash through it and the project is grayed out, this means the project is unpublished and not visible to your clients. If the eye icon is whole, then your project is published and visible to your clients.
You are also able to set this when you are creating a project! If you select the Add project icon at the top right this will open a pop-up for you.
When creating a project it will default to being unpublished. If you would like your client to join you from the very start you will want to switch this to Published.
From inside a project, you will see the eye icon at the top of the navigation menu for the project no matter where you are in the project or if you are on the overview tab you will also see this at the top right.
To change the Published status you will select the pencil at the top of your project's navigation menu or the more menu (3 dots) in the overview tab and then select "Edit."
These options will open a pop-up that will allow you to switch the published status to either published or unpublished in the drop-down.
If you want to hide certain tabs from both you and your client you are able to select the pencil icon at the top left to open the project settings.
Then select the Project Features header to see the tabs you are able to turn on and off.
If the toggle is to the left, it is off. This means it is hidden from both your menu and the clients' menu.
If the toggle is to the right, this means the tab is on and visible to everyone.
Select "done" to exit and save any changes you made.
In the Contracts tab, you may see a contract you have added. If it is listed as unpublished this means it is not visible to the clients assigned to the project. For a text contract that you typed up in the studio, you will click on the contract to edit it.
This will open the contract and on the far right-hand side you will be able to mark the contract "ready for client acceptance."
Toggled to the right means that it is turned on.
If you have uploaded a file for your contract you will select the more menu on the right of the contract, and then select the option to edit.
This will open a pop-up that will have the option to mark ready for client acceptance here! Then you will select "done" to save your changes.
Toggled to the right means that it is turned on.
Once it is marked ready for client acceptance, the contracts will then show the status "ready for acceptance." This automatically sends an email notification to the clients that they have a contract ready for approval.
Products & Services / Views
Products and Services is your working area. This is an area that is never visible to clients as this section shows everything you have assigned to this project and all visibility is defaulted to be on/visible to you.
Selecting "Enter Views" at the top right will take you to the views that you have created.
It will not show any products here until you select a view name that you would like to see on the right-hand side.
When you are in a view this will show who the view is shared with on the right-hand side.
If you do not see the client listed here and want to add them to the view you will select "Edit."
You will then select the header for "Details" in the pop-up. You may need to scroll down here to see the option to add viewers. Select the person icon to add the client to this view.
After you select the person icon you will search for the client's name or scroll through the list. Once you have found the client you would like to add, you can click on their name. Their profile picture/initials will then move above the Search box to show they are selected.
Once you are happy, you will click off on the side to exit the drop-down.
Then select "Done" at the bottom right to finalize your save.
You should now see all the clients showing under "shared with."
Proposals work the same as Contracts. If it is listed as unpublished this means it is not visible to the clients assigned to the project. Approved is visible to your clients on the project. You will click on the proposal to edit it.
This will open the proposal and on the far right-hand side you will be able to mark the proposal "ready for client acceptance."
Toggled to the right means that it is turned on/visible.
Once it is marked ready for client acceptance, the proposals will then show the status "ready for acceptance." This automatically sends an email notification to the clients that they have a proposal ready for approval.
For invoices, you will see an eye icon on the left of the invoice if it is visible/marked ready for the client to pay the invoice.
To edit the invoice click on the invoice number to view it.
This will open the Invoice and on the far right-hand side you will be able to mark the invoice "ready for client to pay."
Toggled to the right means that it is turned on/visible to the client.
These are NEVER visible to your clients and can't be made visible to your clients.
If you have the appointments tab visible in your project any appointments you add here will automatically be visible to the clients that are on this project.
If you have the questionnaires tab visible, any questionnaires you add here will automatically be visible to the clients who are on this project.
Files & Media
In the Files & Media, you will see who has access at the bottom right of each folder/embed. If it shows the lock icon this means that it is not shared with anyone.
Or if you enter into the folder you will see this at the top right.
To edit the share settings you will select the more menu at the top right of the folder (inside the folder or outside when you are looking at all folders).
Then you will select "Share Settings."
You will select the arrow on the right to open the drop-down and select the client's name you would like to share this with.
When sharing certain folders (not embeds) you will also be able to indicate view or upload permission. If you want your client to upload files to a folder, you will need to toggle to the right to enable the upload permission.
Then select "Done" at the bottom right to save these changes.
In the Task Manager, you are able to easily see assignees on each task. Keep in mind there are also watchers on tasks.
To edit a task you will click on the task name to open it.
To add a client as an assignee, you will select the person icon below Assignees.
To add a client as a watcher, you will select the eye icon below Watchers.
From here you will search or scroll through the list and select the client you would like to add. You are also able to filter for Team Members or Clients only at the top of this drop-down.
Once you have selected everyone, you will Click off to the side to exit the drop-down.
Design / Mood Boards
In Design Boards it lists if the board is visible to the client or not visible to the client on the bottom right corner of each board.
If you would like to edit this you will click on the board to open it.
There are two places you can publish a design board. They are both linked together so you only have to select one or the other.
The first place is under board settings. When you click here it will show a drop down and you will be able to check mark if you want the board published.
The second place is on the far right, the eye icon. If there is a slash through the eye this means it is not visible. While an eye with no slash through it means that it is visible.
On Notes, it lists if the note is visible to the client or editable by the client on the bottom right corner of each board. If there is nothing listed, then it is not visible to the clients.
If you would like to edit this you will click on the note/checklist to open it.
When the note/checklist is open you will notice at the bottom right that you will see the options to check if you would like it to be visible to the client. Then if you would like the client to also be able to edit the note.
You will select "Done" at the bottom right to save any changes you have made.
In notes, you are also able to filter to see only the notes the clients are able to see to make it easier to follow up with them.
How to use presentation mode to quickly check
If you want a quick glance to see what Views, Files & Media, and Design Boards the client can see select the camera icon at the top left next to the client's name.
This will launch presentation mode.
This is just another way to see what they should have access to. If you select the hamburger lines at the top left, this will open the presentation menu.
Here you can see at a glance that this client is able to see these specific Views, Files & Media folders, and Design Boards.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.