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Client Mode
Erin Gouveia avatar
Written by Erin Gouveia
Updated over 2 months ago

Client Mode is a great option for when you’re sharing a project with external stakeholders and want to allow selective access to data.

To turn client mode on, visit the three more dots in the upper right corner of your project and select "Enable Client Mode"

Enabling Client Mode turns on two features:

1. Private comments

When client mode is turned on, all comments in an action card will default to private, Private comments will be not be visible to external users, only full access members in your project. If you use the switch under the comment input to turn the comment to public, all users, external or otherwise, will be able to see the comment.

The comment input will show an orange background when set to public so that users can quickly see that the comment that they are writing will be visible to everyone.

Private comments show as gray:


Public comments have an orange background so they are easily identifiable:


2. Hide actions from external users

Currently in the Advanced settings section of the edit project modal, there is an option to “Hide all actions from external users until they are made visible”. This will no longer be available in this location and will instead turn on when Client Mode is enabled.

When this setting is on, users will have the ability to individually choose which action cards will show for external users using a switch located above the title on the action card.

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