Programa
Client collaboration made simple
Last week, our Account Managers Claire and Vanessa hosted live training sessions deep diving into how to improve your client workflow — from setting up your dashboard, to sharing pinboards and everything in between.
 
You can now watch the recording of Claire’s session in full, whenever you’re ready.
Webinar_eDM_watch now
"By the end of this session, you’ll have a better handle on how to confidently share work and manage client input inside Programa."
Claire Scattini
Account Manager
Key takeaways:
  1. Centralise client collaboration: Use the client dashboard to keep all project files, schedules, and updates in one live, shared place.

  2. Control what clients see: Manage visibility, pricing, suppliers, and file access per client without creating multiple versions.

  3. Structure feedback and approvals: Capture decisions directly in Programa with clear approval statuses and a reliable audit trail.