Configuring the Client Workspace for a Client

Learn how to set up the Client Workspace for one of your clients, including the branding your client sees and which information is shown to them.

The workspace is configured once per client. The branding and feature settings you choose apply to every project that client can see in their workspace, and there is no per-project override.

• Admin client workspace settings

• Make client workspace active for a client

• Opening a client's workspace settings

• Setting your branding

• Feature flags 

• Workspace users 

• Where to go next

Admin client workspace settings

1. Admins will now have access to Client Workspace in the dropdown to configure settings.
2. Here, you can configure your reply-to address and reply-to domain.
3. You can configure defaults for new client organizations. Options include Show Invoices, Allow File Uploads, and Phase Status (firm-wide).

Make client workspace active for a client

1. Go to the client’s profile: Clients > Edit Client.
2. Check Workspace Active.

Opening a client's workspace settings

1. From the top navigation, go to Clients > Clients.

2. Select the client you want to set up.

3. In the left sidebar, select Workspace.

The Client Workspace page opens. It has three sections: Branding, Feature Flags and Workspace users.

Branding controls how the workspace looks to your client and how your invitation emails appear.

1. Portal logo: Replaces Forecast branding in the workspace header and invitation emails for this client. Falls back to the Forecast default if none is uploaded. 

2. Primary color (hex): Used for buttons, active states and highlights in this client's workspace.

3. Email sender name: The display name on outbound workspace invitations and notifications for this client.

The Feature Flags section lets you decide which information and actions are available to this client. These settings override your firm-wide defaults for this client only.

Tick or untick each option, then select Save.

Setting	What it does when turned on
Show invoices	Billing contacts can view invoices in the workspace, filtered by project, date and status.
Allow file upload	Client users can attach files to comments.
Hide time entries	Removes the hours column from task rows and hides time registrations in retainer periods.
Hide estimates	Removes the estimate from tasks your team is assigned to. Clients still see estimates on their own tasks.
Show retainer usage	Shows retainer usage and the remaining balance for this client.
Show comments	Lets client users read and post comments on projects and tasks.

Note: Changes take effect the next time your client loads a page in the workspace. They don't need to log out and back in.

Workspace users

• This view shows you the contacts who are active in the workspace, as well as those who are pending.
• From here, you can also invite a new user. You can either invite an existing contact or add a new contact.
• You’ll then be asked to select their role and visibility settings. For more information about roles and visibility, review this Help Guide.

 

• Adding a User to the Client Workspace: invite the people at your client who need access.

• Enabling Client Workspace and Managing Phase Approvals on a Project: choose which of this client's projects appear in their workspace.

Client Workspace is available as a paid add-on module. To enable it for your team or talk through pricing, reach out to your Account Manager.