What clients can and cannot see

You see only the projects shared with you

Your access is attached to specific projects rather than to your agency's whole workspace. Anything not shared with you does not appear, and there is no navigation that leads to it.

You cannot see other clients

Other clients of the same agency are in entirely separate areas. This is enforced by the system rather than by hiding links, so there is no view or address that reveals another client's work.

Internal team activity stays internal

Internal boards, team queues, internal-only notes, and the agency's own custom fields do not appear in your portal. What you see is the delivery view, not the agency's internal workings.

Your access level determines what you can do

Some clients can only view, some can comment, and some can approve. Your agency sets this per person, so if you need to approve and cannot, that is a setting they can change rather than a fault.

Your decisions are recorded

When you approve or request changes, that decision is recorded with your name and the time. This protects both sides, since it means what was agreed can be checked later rather than remembered differently.

Common mistakes to avoid

• Assuming a missing project means a fault, when it usually means it has not been shared.
• Expecting to see internal agency activity, which is deliberately kept separate.
• Sharing your login rather than asking for access for a colleague.