How to Give Clients Project Access Without Exposing Your Workspace

Start with scope, not features

A client usually needs visibility into one engagement, not membership in the agency. Decide which project they may enter before deciding what they may do there. Workspace-wide access with a read-only role is still too broad if it reveals other project names, members or files.

• Name the exact project the invitation covers.
• Use an individual email rather than a shared credential.
• Choose view-only or collaborator access deliberately.
• Make removal immediate when the engagement ends.

Separate observers from collaborators

An observer needs progress, tasks and context but should not alter the delivery record. A collaborator may need to comment, update tasks and upload a brief. Two clear presets are easier to audit than a custom permission puzzle for every client.

If an outside person begins working across the company rather than one project, promote them to a normal member. The scope change should be explicit because it affects both visibility and workspace capacity.

Avoid the two common shortcuts

Screenshots go stale as soon as the board changes and force the team to repeat status reporting. Shared logins are worse: comments, file access and task changes can no longer be attributed to a person. Both shortcuts remove the benefit of operating from a shared source of truth.

A proper guest account keeps the client inside the relevant conversation while preserving individual identity. It also makes revocation a single access change instead of a password rotation shared with everyone.

How project guests work in Taskiim

Taskiim project guests are ordinary authenticated identities narrowed to the projects they were invited to. A Guest Viewer reads one project; a Guest Collaborator can work with its tasks, comments and files. A server-side scope guard prevents guest permissions from expanding into the workspace even if a role is misconfigured.

Guests have separate plan capacity and can be removed or have their access level changed from the project. The public demo shows the people and role controls used to manage this access.