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.
How can I preview what my client sees in their 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 my 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 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.
When are clients notified of 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.
If I archive a project, will it affect my clients' access to their dashboards?
No. If you archive a project, your clients will still be able to access the information as long as the Client Dashboard or Weblink features remain enabled.
Access will only be removed if you disable these settings, regardless of whether the project is archived or not.
Can I add PDF files, such as drawings and floorplans, to the client dashboard and share them with clients or contractors before sharing a Programa file like a pinboard or schedule?
At the moment, you can upload PDF files to your client dashboard as shared files. However, you’ll need to share at least one schedule or pinboard to activate the client dashboard view link. It’s not currently possible to activate the dashboard using only shared PDF files.
How can I add clients to a project?
At the moment, you don’t need to manually add a client to the Client Dashboard. Simply share your files, like schedules or pinboards, with them and they’ll automatically receive an email notification with access to the Client Dashboard page.
To share your files with clients, just click the ‘Share’ button in the top right of the file screen, and toggle on ‘Publish to Client Dashboard.’ When you add your client’s email address, they’ll get an email with a link to access it.
Here are some guides to help you navigate this in more detail: