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Admin & Co-worker Roles

Admins maintain full project control and oversight, while co-workers focus on their assigned tasks, collaborating seamlessly to drive project success.

  • message requests
  • client
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Client & Guest Roles

Provide clients and guests with controlled access to specific project areas. They can join discussions, share files, and stay informed while ensuring data security. Clients have independent user accounts visible to admins, and team members only see clients and their guests assigned to them by an admin for each project. Guests are linked to specific clients, who have the authority to invite them for collaboration.

  • comments
  • file exchange
A description of the image content for accessibility
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Co-workers Assign

Easily bring teammates onto client projects when additional expertise is needed. Simply request access for your coworker from an administrator. Once approved, the coworker gains access to the specific client's project area, enabling effective collaboration with you and the client. This targeted access ensures data security, as coworkers can only see and collaborate with each other after being assigned to the same client project.

  • Guest
  • admin
  • client
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Company Information

Maintain a centralized hub for company details, easily accessible to all users with the appropriate permissions. This promotes transparency and streamlines internal communication across your organization.

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