Programa

Gail Esterhuyse

Vanessa Reddy

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

Client Dashboard & Collaboration

What is the Client Dashboard?

Get your Client Dashboard up and running. Learn the essential setup steps to start sharing work with clients.

How to set up your Client Dashboard

Control what Schedules, Pinboards, attachments and invoices appear in your client's dashboard.

How to publish content to the Client Dashboard

Frequently asked questions about using Programa's Client Dashboard

Client Dashboard FAQs

Getting started with the Client Dashboard

Invite clients to access their dashboard, manage permissions, and control what they can view and interact with.

How to manage your Client's Dashboard Access

Submit products for client approval, track feedback and decisions, and manage the complete approval workflow from submission to final sign-off.

How to manage Product Approvals & Client Feedback

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

Elle Goodwin

Client Collaboration

Create a custom design with text, images, and links

Programa Dashboard

Create an Account

Book a call with our team

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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.

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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.

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

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

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

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