When you have a client with many projects, how you set these up in Brightpod varies depending on the size of each project. Check out our guide on How to set up Brightpod for Retainer Clients for infor...
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How do I set up Brightpod for retainer clients?
Setting up Brightpod pods for a retainer client often depends on how detailed and large the tasks and projects are for your clients. In this guide, we will walk through: Using the client label. Three ...
How do I change a pod’s client?
There are two ways you can link a client to a pod: Label the pod with a client name. Label the pod with a client name and invite the client to the pod to participate in your Brightpod account. Change...
I am a client that has been invited to Brightpod. How do I get started?
Welcome! As a client, the team you hired wants to collaborate with you and have you participate in your project’s progress. Brightpod is used for keeping track of your project’s goals, tasks,...
How can I change a Team Member to be a Client?
When adding your team members to your Brightpod account, permissions are important! Clients have a lot less visibility than Team Members. If you added a Client as a Team member and need to change this...
How can a client see a file I uploaded?
On the Tasks page, clients can see files that are uploaded to tasks in a task list that is marked as Visible to Client. On the Files page, clients are not able to see any files that are uploaded direc...
How do I get a report of all project activity for a single client?
No matter how many projects you have ongoing or have completed for a client, you can generate a report of all of this activity using Insights. 1. Go to the Insights page (available to team member an...
How do clients add new tasks and access the tasks assigned to them?
When an administrator or team member makes a task list Visible to Client, the client can log in, see the task list and access the tasks within those list. To know which task lists are visible to a c...
What permissions do clients have and what do they see?
Clients can: Access pods they have been added to, but only see items that have been marked as Visible to Clients. Add tasks within task lists that have been marked as Visible to Clients. Create thei...
How do I share task lists and tasks with clients?
Team members may share task lists with clients using the option Visible to Clients. Clients are allowed to create new task lists and tasks that will be visible to everyone in the team. To share task l...