Getting startedStep-by-step guide
Navigate your delivery dashboard
Know where to find files, access details, collaborators and activity.
Before you begin
The project owner; collaborators use the project views available to them.
Here’s how to do it
Open the project from your delivery dashboard.
Use Overview to inspect file counts, approval progress and delivery/payment state.
Open Work to inspect files, add content and handle revisions.
Use Client access for the portal link and access code, Team for collaborators, and Activity for recorded client visits.
On smaller screens, use the project navigation controls rather than looking for a desktop sidebar.
What happens next
You can find the right project controls without confusing the creator dashboard with the client portal.