Before you begin...
Prerequisites: We recommend reviewing these guides first to get the most from this article:
This guide shows you how to share projects with your clients and control exactly what they can see in their dashboard using simple toggles.
Viewing client access from your Project Files list
When you open a Project, your file list displays sharing status indicators:
Shared With column: Hover over the highlighted client count to see exactly which clients can access each file via the Client Dashboard
Status column: Shows files available via public link (when you've turned on Publish to Web for that file)
Managing access via your Project Files list
Control both Client Dashboard access and public link access directly from your file list:
Click the 3 dot menu on your file
Select Share
Publish your file to your Client Dashboard and add recipients, or generate a public web link
Setting access permissions on your Client Dashboard and Public Link
Control which content appears on your Client Dashboard or Public Link by toggling permission groups on or off.
Optional Schedule fields
You can show or hide Schedule content in four categories:
Brand - Product Name, Brand Name, and Product URL
Supplier - Supplier Company Name, Sales Representative Name, Contact Email, and Product URL
Details - Detailed view including Notes, Important Information, Product attachments, and Custom Specs
Pricing - Unit RRP, Total RRP, Unit Client Price, and Total Client Price (calculated from your Trade Price + product markup %)
Note: The categories listed above are optional and can be shown or hidden when sharing your schedule. All other categories are pre‑set and cannot be edited.
Removing access to shared content
To remove a specific recipient:
Open the 3 dot menu on your file
Click Share
Select Delete access from the recipient's access dropdown menu
To unpublish a file:
Toggle off Publish to Client Dashboard and/or Publish to Web.
Managing access via your Client Dashboard Settings
Access your Client Dashboard settings from either:
The cog icon from your Projects list, or
The 3 dot menu in the top right-hand corner within your Project
From here, you can:
Copy your client's Dashboard link
Resend an email invitation to your client
Remove client access to the Client Dashboard
Viewing what your client sees
Copy the link specific to your client to preview their dashboard view based on their access permissions.
To copy the Client Dashboard link:
Click Share from your Project File list or from the top right-hand corner within your Schedule
Select Copy dashboard link
To copy the public Web link: Select it directly from your Project Files list.
Need more help with managing client dashboard access? Contact our support team via live chat for personalized assistance.