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Help guide

Team and Client Mode

Workspace invites, review links, comments, and approvals.

What it does

Supports team members and selected client review links without exposing full private projects.

When to use it

Use it for small teams, collaborators, clients, and approval workflows.

Steps

  • Ensure default workspace.
  • Invite team members.
  • Create selected review links.
  • Collect comments or approvals.

Common mistakes

  • Treating review links as full dashboard access.
  • Adding clients as workspace members when a review link is enough.

Beta limitations

  • No email provider is included; invitations are manual copy links.

Related actions