Configure client access and permissions
Give a verified client account access to one project, choose its permissions and define approved pages for text editing.
Early access guide · Updated 5 October 2026Start with a verified client account
Open your project’s Clients workspace, then Access & permissions. Configure client access using the client’s verified account email. Enter the client name and the agency name shown in the project’s client space.
Choose the permissions
The form groups permissions into Dashboard & collaboration, Statistics, and Content & publication.
- Dashboard & collaboration: client dashboard, site preview and requests to the agency.
- Statistics: viewing and exporting statistics are separate permissions.
- Content & publication: media uploads, article drafts, approved page text and publication are separate permissions.
Select the pages they can edit
Enable Edit approved page text, then select the permitted Astro pages. Choose only the pages within your agreement with the client.
Save and preview the experience
Use Save client access. Open Preview client dashboard to inspect the project’s client experience. The agency preview keeps client messages from being sent as part of the demonstration.
- Confirm that the appropriate client tools are available.
- Check the page scope for content editing.
- Explain how the client submits a draft for review.
Update or revoke access
Save the same verified account again to update its project permissions. You can revoke a client’s access from the project’s client list when the relationship or scope changes.