Client work
Sharing work with clients: what they should see
How to share a project with clients: what a free guest can see and change, how to keep internal work private, and when a client counts as a paid user.
8 min read
Manage agencies, freelancers and suppliers
Your agencies, freelancers and suppliers, in one place.
Give every partner their own project, invite their people free, and sign off their work on your side, with a record of who approved what.
A project's join link: anyone with an @northwind.co address can ask to join Northwind Rebrand as a guest in the Northwind client team, and an administrator approves them. Below it, the workspace's client teams, Atlas and Northwind, whose guests only see their own team and your staff.
The problem
Outsourcing the work shouldn't mean losing sight of it.
A rebrand can involve an agency, a freelance writer and a printer, each with its own threads, file links and idea of the deadline. Your team ends up as the switchboard.
- Every partner works somewhere different The agency shares files one way, the freelancer another, the printer a third. Finding the latest version means asking.
- Sign-off happens in reply-all A "go ahead" buried in an email thread is hard to find later, and harder to point to when something is questioned.
- One shared space shows everyone everything Put every partner in one folder or channel and the agency can read the printer's quote.
- Nobody has the whole picture Each partner reports progress in their own format, so finding out what's late means chasing three people.
How it works
Three steps to running every partner from one workspace
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1
Give each partner a project
One project per agency, freelancer or supplier, with columns named the way you work. Partners only see the projects you invite them to, so the agency never sees the printer's jobs.
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2
Invite their people free
Each person joins as a single-project guest: free on every plan, able to comment, upload and approve the work they're asked to approve, and able to change only the jobs they raised, are assigned to or were added to.
The invite dialog on a job: ava@lindqvist.studio typed into Email addresses, a line saying someone new joins as a free guest who sees that project only, a preview marking Ava as new with an invitation to send and no change to the paid seats, and a Send invitation button.
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3
Sign off on your side
Partners ask your team to approve their work on the job. Your people pin comments where they mean them, then approve or request changes with a note, and the partner uploads a new version. Who decided, and when, stays on the job.
Why it works
What changes when every partner works in your workspace
Partners never see each other's work
Partners who join as guests see only the projects they're invited to, and only the people on those projects. Keep internal discussion in an internal project.
Partners join free
Single-project guests are never billed, on any plan. Someone you add to a second project becomes a multi-project guest and counts as a user.
Sign-off with a name on it
Approve, approve with changes, or request changes with a note saying what to change. Every decision stays on the job with who made it and when.
One version to look at
A new version asks everyone again, and earlier versions stay on the record. Download all leaves out anything waiting, with changes requested or from an earlier version.
Every partner's deadlines in one report
Reports puts every project side by side, and its At risk list shows what's overdue, due today or due this week, by person and by project.
Numbers you can share
Export a report or any table as CSV, print a report, or have it emailed to people in your workspace every week or month.
- Each partner sees its own project
- A single-project guest can open the project they were invited to, and sees only the people on it: no other project, and no other partner's people.
- Your data has its own database
- Every workspace runs on its own subdomain with its own database, and file links are signed and expire after 8 hours.
- Partners are never billed
- Single-project guests don't count towards your user limit on either plan.
FAQ
What companies ask
Billing questions are on the pricing page. Anything else, email support@skybase.it.
Do our agencies and freelancers need paid seats?
Not while each person works in one project. Single-project guests are free on every plan. If you add someone to a second project, they become a multi-project guest and count as a user: towards the Free plan's 5 users, or at $3.99 per user per month on Pro.
Can one partner see another partner's work?
Not if each partner has its own project and joins as a guest. Guests only see the projects they're invited to, and only the people on those projects, so your agency doesn't see your printer's people. Anyone from your team who is on a partner's project is visible to that partner. Inside a project, anyone who can see a job can read its whole thread, so keep internal discussion in an internal project your partners aren't part of. Your own team members see only the projects they belong to, and administrators see every project.
What can a partner change?
Guests can comment, upload files, approve the work they're asked to approve and raise new jobs in their project. They can change only the jobs they raised, are assigned to or were added to. They can't invite anyone, create projects, see automations or open project settings.
Who can sign off a file?
The people you name when you ask for approval: anyone on the project, your staff or the partner's people, except you. Choose whether everyone must approve or any one approver decides. Every decision shows who made it, when, and whether it came from the app or an email link.
How do we see progress across every partner?
Open Reports. Administrators see every project. The Projects tab puts them side by side: jobs created, completed, active and overdue, the completion rate and the trend. At risk lists the open jobs that are overdue, due today or due this week. Select any number to list the jobs behind it, and Export CSV downloads the jobs with their labels, assignee and dates.
Is our data kept separate from other companies'?
Yes. Every workspace runs on its own subdomain with its own database. Files are stored privately, and every download link is signed and expires after 8 hours. People can sign in with Google or with an email and password.
Read next
Client work
Client approvals without the email chain
A client approval process for agencies: named approvers, review links that open without signing in, a clear decision with a note, and every version kept.
10 min read
- Guide Invite your team and clients Members or guests? How to invite people to your workspace, a project or a single job, and which roles count towards your bill. Read the guide
- Guide Reports See what your team created, finished and let slip: the Overview, Flow, People and Projects tabs, drill-downs, CSV export and scheduled report emails. Read the guide
Bring your partners into one workspace.
Free plan, no credit card. Partners you invite to a single project never cost you a seat.
Free plan · No credit card · Clients always free