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Client sharing

Inviting a client to your project lets you centralize communication, share useful information, and collaborate effectively.

The client accesses a dedicated interface where you control exactly what information is available to them. They can review products, communicate with your team via chat, and download shared files.

info

Before inviting a client, we recommend using client preview to verify that information is correct and that the client has access to what you want to share.

Invite a new client​

  1. Go to project Settings
  2. Click Client in the sidebar
  3. Click Invite a client
  4. Enter the client's email
  5. Click Send invitation

Manage invitations​

If the client did not receive the invitation email:

  • Click the "Resend" button on the invitation row

Information visible to the client​

Products​

The client only has access to products you have explicitly proposed to them. Products with Unspecified status are not visible.

For each accessible product, the client can view:

  • Product name
  • Description
  • Images
  • Price (depending on project settings)
  • Web link (depending on project settings)

Files​

The client only has access to files you have chosen to share with them.

To make a file visible or hide it:

  • Go to the project Files section
  • Click the eye icon to the right of the file name
    • the eye icon means the file is visible to the client
    • the crossed-out eye icon means the file is hidden from the client