Admin & co-worker
Manage projects with complete control. Admins can oversee all aspects while co-workers focus on assigned tasks and collaborate seamlessly.
- message requests
- client
no credit card needed
client & guest
Grant controlled specific project area access to clients and guests. They can participate in discussions, share files, and stay informed, all while maintaining data security. Clients, as independent user accounts, are always accessible to admins. Team members only see clients and their associated guests who have been assigned to them by an admin for a particular project. Guests are linked to specific clients who have the authority to invite them for project collaboration.
- comments
- file exchange
Assigned co-worker
Easily bring your teammates onto client projects. When a project requires additional expertise, you can simply request access for your coworker from an administrator. Once approved, your coworker will gain access to the specific client's project area, allowing them to collaborate effectively with you and the client. This targeted approach keeps data secure while ensuring everyone has the information they need to move the project forward.
- Guest
- admin
- client
no credit card needed
company information
Maintain a centralized location for company details that is easily accessible to all users with the appropriate permissions. This fosters transparency and streamlines internal communication.