Is the Client Dashboard mobile friendly?
Absolutely! The Client Dashboard, along with shared files, is fully responsive and designed to work seamlessly on mobile and tablet devices.
Where can I find client comments and feedback?
Once a client reviews items, Programa automatically updates the status of each item to "Approved" or "Rejected." You'll receive prompt notifications after feedback is provided. Look for an orange icon above the "Approvals" tab in your Schedule to easily spot this.
What's required to share the Client Dashboard for a Project?
To publish and share a Client Dashboard, your project must contain at least one Schedule, Pinboard or Canva presentation. If you need guidance on setting up a Client Dashboard, check out our guide on How to set up your Client Dashboard Styling.
How can I preview what my client sees in their Client Dashboard?
From your Project Files list you can filter by clients who have access to Client Dashboards. You can also resend links, remove access, or copy their link to view what they're seeing. Follow this guide to learn how.
Can I temporarily hide updates from my client?
Yes, you have control over this. Simply toggle the 'Publish to Client Dashboard' option in the relevant pinboard or Schedule to temporarily hide it from view. When you're ready, toggle it back on, and it will reappear in your client's Dashboard.
Will clients always have access to their Client Dashboard after project completion?
Yes, your clients will have access to the dashboard link as long as your project is still active in your account. To remove access to dashboard links you will need to delete your clients' access from your Client Dashboard settings. Follow this guide to learn how.
When are clients notified of Client Dashboard changes?
Clients receive an automatic email notification when you add a Schedule, Pinboard, or Presentation to the Client Dashboard. However, they won't receive notifications for other updates, so you'll need to communicate directly if you want to inform them about any changes.
How do clients learn to navigate their Dashboard?
We've got you covered! We provide a client onboarding guide that you can share with your clients. This guide includes a video overview of how to navigate their Dashboard. Access the guide here.
Can I add contractors or trades to a Client Dashboard?
Absolutely, the Client Dashboard isn't limited to just clients. You can also add contractors or trades. The Dashboard's benefit is that each user can have their own unique access level.