Choose which module a client can see and use | Voters

Choose which module a client can see and use

under review

Roberto Ciccolella

The current project manager I use allows me to add or remove modules for each project, E.g I don't want to show Groups and Payments since I use another payment processor for invoices.

It will be great to give admin creators more control.

October 27, 2022

Andy Tate

Viewing Payments is not relevant for the majority of users that I add to a project and I should be able to decide who can and cannot view it.
I have one client where there is the owner and 4 members of staff who have access to the project so that the discussions area can be used.
The 4 members of staff have no need to look at anything financial.
This granular control of permissions does need to be looked at as soon as possible.
Only one person needs to see the bananas!!!

Sabrina Axt

For each tool on a project, I would like to be able to pick and choose which of the tools various users have access to. I use Project.co as a client portal, but I don't want clients to have access to every tool I set up for my own use.

Matt Byrom

marked this post as

under review

Lily Martinez

Just as you can show which projects a client can see, we would like the ability to only show what modules the client can see so the clients can view their payments with the stripe client portal instead. 🙂 The feature could be like "tools" for projects where you can add and embed links and change their icons, and also section titles for a more dynamic experience for clients and ease of use for agencies.

Nikhil Bon

this is super important for me.

Vee Ridgley

We are just evaluating project.co and definitely need the ability to only show parts of a project to a client on a 'need to know' basis.

Kelly Servis

Agreed! I would love the ability to keep my client's dashboard simple and easy to navigate by removing modules they don't need such as the Groups, People, and Payments. Thank you!

Matt Byrom

Merged in a post:

Hide Payments Tab Option :)

Jan Donaj

It would be a great to have the option to hide the "Payments" tab on the client view. We for example use wire transfers to handle payments and having a Payments tab might be misleading and a little distracting for the client.

November 29, 2022

Matt Byrom

Merged in a post:

Tighter Controls on members

Ed Ferrigan

Would like to remove access to Payments for a member or any feature for that matter.

November 29, 2022

Joris Jedamzik

This is a feature I would also like to see appear in the tool. I often use Google docs etc that I prefer not to show to my clients because they are working documents. But I do want to link them to a project because I use that as a kind of collection bin for working documents for the project.

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