Sharing pinboards with your clients is a seamless process with Programa. Whether you choose to publish them to the client dashboard or share a live link, you can easily collaborate and gather feedback from your clients.This guide will walk you through the step-by-step process of sharing pinboards with your clients using both methods.
Video Demonstration:
Please note: Our platform's design has recently been updated, so you may notice differences in screenshots and videos in this guide compared to the current layout. The steps and functionality outlined in this guide remains the same.
Publishing Pinboards to the Client Dashboard:
Start by accessing the pinboard you want to share.
Click on the Share link located at the top of the page.
Toggle on the Publish to Client Dashboard option.
Enter your client's email address in the designated field.
An automatic email notification will be sent to your client, informing them that you have added a pinboard to the dashboard. The email will also include a link for them to access the pinboard.
Include a Thumbnail image that will serve as the main cover image for the pinboard in the client dashboard.
If you need to make edits to the pinboard and prefer that your clients do not have access, you can toggle off the Publish to Client Dashboard option. Toggle it back on when you are ready to share again.
Sharing via Online Link:
Similar to the previous method, start by accessing the pinboard you want to share.
Click on the Share link at the top of the page.
Toggle on the Publish to Web option.
Click on the Page icon to copy the live link.
Share this URL with the person you wish to collaborate with.
If you need to make edits to the pinboard without granting access to your clients, you can toggle off the Publish to Web option. Toggle it back on when you are ready to share again.
By following this guide, you can streamline the communication process, enhance collaboration, and ensure a smooth workflow with your clients.
Different Sharing Viewing options
It's important to note that both Detail and Presentation Modes are available in shared pinboards. This empowers your clients and collaborators to select the mode that aligns with their preferences. By default, pinboards will be shared in Presentation Mode.
Presentation Mode:
Locate the play button icon at the top right corner of your screen.
Click on the play button icon to activate Presentation Mode.
Presentation Mode will remove all notes and hyperlinks from the main view of your pinboard.
To access notes and hyperlinks, simply click into an image on your pinboard.
Detail Mode:
Identify the bullet point list icon positioned at the top right corner of your screen.
Click on the bullet point list icon to enter Detail Mode.
Detail Mode will reveal a snippet of notes and a hyperlink icon within the main view of your pinboard.
Discover a new dimension of flexibility and engagement with our enhanced Pinboard viewing options. These features are designed to elevate your design presentations and ensure seamless communication with your team and clients.