Tell us the email you booked with and we'll send you a link to it.
Which workspace is ours? Somebody you bring in becomes a member of it — that membership is what lets them sign in at all, and the per-client access below is granted on top of it. Never a client's workspace.
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Send one of these to someone who has no portal login. They see your open times and the window labels on them — nothing else, and no other client's booking.
A monthly server fee, a retainer — anything that bills itself. Each one writes a my draft invoice on its day: invisible to the client until you either send it or put it to them as a customer draft to check.
Sign in with Face ID, Touch ID, or a hardware key — no password to phish.
Add this to your authenticator app (1Password, Google Authenticator, Authy…) using “enter a setup key”, then type the 6-digit code it shows.
Not members — the client never sees them, and cannot remove them.
Tick what they may see. Nothing is published to a client by convention — an unticked row is invisible to them, and this list is everything the estate measures.
Who gets emailed when something happens on each project — new items, replies, files, hand-backs. Everyone still sees everything in the portal itself.
Everything across every client — sign-ins, files, feed, member changes.
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Three tiers carry severity. The rest describe how much the panel actually knows, which is a different question and is never shown in colour.
DMARC p=none.404.html, which answers 200 for every path. The value may well be right.
It is not evidence.The self-serve links this client sees at the top of their portal. Links must be https.
Optional. Shows in the project list so it is easy to pick out at a glance. PNG, JPEG or GIF, under 8 MB — it gets resized and re-encoded on the way in.
Or pick an emoji — no upload, and it stays crisp at any size.
Members of this workspace see every project in it. Mark one admin-only to keep it off their rail, their home page, their search and their hours — useful when the workspace holds both the work someone is helping with and the business behind it.