Gather

Choose what your client can see and which statuses they can update on a legacy plan.

Client Settings (Legacy Plans)

Invite a client to the projects you choose and control what they can see.

Invite Clients to a Project

Learn about where you can add comments in Gather, how to format, and how to control which comments are visible to clients.

Commenting with Your Team & Clients

Choose what your client can see and do in a project.

Client Settings

Learn how to keep Disliked Items visible for your clients in their Project view.

Keep Disliked Items Visible in Your Client's Project View

Learn why your client can't see any items in their project.

My client can't see any items. (Video)

Fix the most common problems when inviting someone to Gather or when an invitation doesn't arrive.

Troubleshoot Team Member and Client Invitations

Learn how to customize the pricing you share with your client.

Pricing: Client View

Learn how to communicate with your team and clients in Gather.

Using Comments in Gather

Understand what clients can view, comment on, approve, and access in Gather.

What can clients see and do in Gather?

Turn on client approvals for a project and choose whether your client's decisions are final.

Let Clients Approve or Reject Items

Scottie Elliott

Invite clients, control visibility and collaborate on project decisions.

Clients & collaboration

Client Invitation Instructions

Learn how share files with your designer in Gather.

Uploading Files as a Client

Is your client having trouble? Find help docs for them here. 

Help for invited clients

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.