Slickplan

Customer Editing

Humberto Bejarano May 2, 2023 Answered

Often we need to send content to our clients and we need to be able to add them to the project but also have them be able to make edits directly on the Slickplan content document so that everything is aligned with our internal teams. We don’t want to go back to using Google Docs so we need to enable this as a feature or understand how to do it if it is already possible.

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Slickplan

Slickplan

Official comment

You can invite your clients to collaborate on your Slickplan projects by granting them the Writer user role. This ensures that they can seamlessly contribute to the content creation process while maintaining restricted access to other project elements, such as sitemap structure, diagrams, and designs. You can read more about user roles here.