Check your Home action items
Open Home to see items that need attention. Owners and Admins can also see purchase orders addressed to colleagues in their company, with the recipient named on the action item.
Open the relevant action item to go to the project workspace, then use Orders to view the matching purchase order.
This company-wide visibility helps you cover requests while colleagues are away. It does not reassign the request or order to you.
Finding a project
Open Projects in the main navigation to find the projects you can access:
All: projects you’re connected to, regardless of status.
Invitations: project invitations you haven’t accepted yet.
Archived: projects kept outside your main list without deleting their history.
Open a project to reach its Overview.
Company membership and project access
Joining your company’s Programa account and being added to a project are separate steps. Owners and Admins have access to all company projects by default. Members need to be included in the project team to work on it.
Project team members can view the products shared on that project, respond to quote requests and add other people from their company to the project. The designer still controls which product details you can suggest changing and which project files are shared. See Understanding your quote permissions.
Add a colleague to a project
Open the project’s Overview and open Sales team.
Click Add team member.
Search for and select a colleague from your company’s team.
If someone isn’t available to select, check that they’ve joined your company account. An Owner or Admin can invite them through Settings → Team; see Settings: Team – adding and managing team members.
If the picker says your company is fully allocated, all available colleagues have already been added to this project. Invite any additional people to your company before adding them here.
Remove someone from a project
In the project’s sales team panel, use Remove from project where available and confirm the removal. This removes their project access, rather than removing them from the company account.
A person the designer requested a quote from directly can’t be removed through this control. Programa explains this beside the disabled action.
Owners and Admins retain their default access to company projects. For company-wide roles and membership, see Account Roles: Owner, Admin, Member.
The project sidebar
Use the four main tabs to work with the studio:
Overview: action items, project counts, estimated value and studio contact details.
Opportunities: shared products, quote requests and proposals grouped by stage. See Responding to a quote request with an account and What happens after I respond to a quote?.
Orders: purchase orders and their progress through delivery. See Receiving a purchase order.
Project Files: specifications, drawings and other files the studio has shared with you.
Can’t find a project or request?
Check Invitations and confirm you’re signed in to the company account that received the request. If you’re a Member, ask an Owner, Admin or colleague already on the project to check its sales team and add you. If the product or file itself hasn’t been shared, contact the designer.