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🔔Spec: Notification center📅Weekly sync, Sep 28🎯Role-based access for client users

Problem

Clients currently email us for invoices, project status and files. The account team spends a large part of each week answering questions the data could answer itself.

Goals

  • Clients can see project status, invoices and shared files without asking.
  • Client admins invite their own teammates with the right permissions.
  • The account team gets a single place to post updates.

Non-goals

  • Real-time chat with clients
  • White-labelled domains (next phase)

User stories

As aI want toSo that
Client admininvite teammates and set their rolethe right people see billing
Client viewersee what shipped this weekI don't need a status call
Account managerpost an update to one clientthe whole client team is informed
Wireframe: client portal home

Rollout

  1. Internal dogfood with two friendly clients.
  2. Role-based access ships first, tracked in the Project Tracker as Role-based access for client users.
  3. Notifications follow once the notification center lands.

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Linked mentions3

Comments2

  • JW

    Jonas WeberSep 27, 3:12 PM

    Can we confirm client viewers never see draft invoices? It changes the permission model quite a bit.

  • PN

    Priya NairSep 28, 9:40 AM

    Confirmed with the account team: drafts stay internal. Updated the open questions.

V