Programa

Gail Esterhuyse

Elle Goodwin

Set up your Client Dashboard, publish work, manage access, and collect approvals and feedback.

Client Dashboard and Sharing (Legacy)

What is the Client Dashboard?

For projects that use legacy Schedules: add your logo and cover image, and set the default schedule view for your Client Dashboard.

How to set up your Client Dashboard (legacy projects)

For projects that use legacy Schedules: answers to common questions about the Client Dashboard, including mobile use, notifications and hiding items.

Client Dashboard FAQs (legacy projects)

Getting started with the Client Dashboard

For projects that use legacy Schedules: control which schedules, pinboards, attachments and invoices appear in your client's Client Dashboard.

How to publish content to the Client Dashboard (legacy projects)

For projects that use legacy Schedules: invite clients to their Client Dashboard, manage permissions, and control what they can see.

How to manage your Client's Dashboard Access (legacy projects)

For projects that use legacy Schedules: add a Canva smart embed to Programa and publish it to your client's Client Dashboard or the web.

How to share Canva files with clients (legacy projects)

How to share content to your Client Dashboard

Share this guide with your clients & suppliers to help them navigate their Project Dashboard, understand what they're seeing, and how to interact with shared content.

How to navigate your Client Dashboard - Client Onboarding Guide

Share this guide with your clients to help them navigate presentations, explore product and scene pins, and provide feedback directly through their Client Dashboard.

How to Navigate Presentations in Your Client Dashboard - Client Onboarding Guide

Guides for your clients

Create a custom design with text, images, and links

Programa Dashboard

Create an Account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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