Client Onboarding
Before clients can access their dashboard or view shared documents, they must be invited into Blueprint Studio. This process ensures each client has secure, role-based access limited only to the information you choose to share.
Overview
Client onboarding involves four key steps:
Once these steps are complete, your client can securely log in and access their personalized dashboard.
Inviting a Client
To invite a client into Blueprint Studio:
Go to Settings → Users or open a project and click the Client tab.
Click Invite User.
Enter the client’s name and email address.
Select the Role: Client.
Click Send Invitation.
The client will receive an email with a secure link to join Blueprint Studio.
Client Email Confirmation & Account Setup
When the client receives the invitation:
They click the Join Blueprint Studio link in their email.
They’ll be prompted to confirm their email address.
They set up a secure password for their account.
After completion, they’ll be logged in to their Client Dashboard.
Security Note: Client passwords are stored securely and never visible to your team. If a client forgets their password, they can use the Forgot Password option to reset it.
Assigning Clients to Projects
Clients only see projects they are explicitly assigned to.
To assign a client to a project:
Go to Projects → Select a Project → Details.
Locate the Client section.
Choose the client from the dropdown or click Add Client to link them.
Click Save.
Once assigned, the client will see this project on their dashboard.
Sharing Documents with the Client
Clients only see documents and files that are shared with them. By default, all documents are private until you explicitly mark them as Visible to Client.
You can share the following types of documents:
Proposals (to review and approve)
Invoices (to view and pay)
Budgets (to see approved spending summaries)
Files & Folders (attachments shared through the project)
To share a document:
Open the document (Proposal, Invoice, Budget, etc.).
Look for the Visibility or Share with Client toggle.
Switch it to On.
Click Save.
The shared document will immediately appear in the client’s dashboard.
Managing Client Access
To modify or revoke client access:
Go to Settings → Users.
Find the client in the user list.
Click Edit to change their role or assigned projects.
To remove access entirely, click Deactivate User.
Testing Client Access (Impersonate View)
To confirm what a client sees, you can preview their dashboard.
Open a project assigned to the client.
Click Actions → View as Client.
Blueprint Studio will display the client’s view of the project.
Click Return to Designer View when finished.
Best Practices
Always confirm client email addresses before sending invitations.
Assign projects immediately after invitation to avoid “empty” dashboards.
Use Share with Client controls carefully to manage visibility.
Encourage clients to bookmark the login page for easy access.
Regularly review client access lists for inactive users.
Next Steps
Once your client has access, they can view Proposals, Invoices, Budgets, and Files from their Client Dashboard, and make secure online payments.