Aisle Planner offers various privacy and permission settings within each project to keep you in control and allow you to work, plan, and design each event as you see fit:
Preparation Mode
Nothing gets me more anxious than when a client sees something before it was ready (but wait! I wasn’t done!). I prefer my budget, inspiration boards and preliminary timeline are as close to perfect as possible before I share them, and I’ve found that many other pro share my—dare I say?—perfectionism.
So, we’ve created Preparation (or Prep) Mode for all of you other perfectionists out there. Go on and crunch those budget numbers, create a design masterpiece and then simply release each tool for your client to see as you’re ready. (Everything now starts in Prep Mode, so be sure to release at least a few tools before inviting your client to Aisle Planner or they won’t be able to see much.)
User-based Privacy Settings
You can customize individual privacy settings for each client/planning partner that determines what type of access they have, whether it’s full access, no access, or read only access. This is perfect for the case where your bride wants her mom involved in some of the plans, but not all, OR perhaps there are certain things, like the budget, that is off-limits to say, the Father of the Bride! There are endless situations where privacy settings can help solve a lot of headache. Additionally, you can manage client permissions for Layout and Guest/Seating tools to ensure that your designs and arrangements remain intact. For example, you can set these tools to "Read Only" to prevent clients from making changes, or lock specific objects in the Layout tool to maintain control while still allowing seating assignments.
Further more, Read Only Mode is great for when you want a client and their invited contacts to see a certain tool, without having the ability to alter it. You never have to worry again about clients messing with the budget or making changes to important things, like the timeline, without you being made aware first. For Layout and Guest/Seating tools, "Read Only" mode ensures that clients can view the arrangements without altering them, providing an extra layer of control over critical design elements.
Privacy and Permission Settings on Checklist, Notes & Style Guides
Privacy settings for individual items like Notes, Checklist Items and Style Guides give you even more control over what your clients can/cannot see and what they can/cannot edit. Team Members Only allows you to set specific Notes, Checklist Items and Style Guides as private and visible only to you and your team (which is helpful if you’re still fine tuning the content or keeping internal notes private), while the ability to mark these things as Read Only (Client Editing Locked) will keep you in creative control of certain things you’ve worked hard to perfect.
Managing Permissions for Layout and Guest/Seating Tools
Aisle Planner provides specific tools to manage permissions for Layout and Guest/Seating arrangements. These include:
Set Client Access to Read Only: This option makes the tools view-only, preventing any edits to layouts or seating arrangements. However, it also restricts clients from making seating assignments.
Lock Objects in the Layout Tool: This feature allows you to lock specific objects, ensuring they cannot be moved or deleted while still permitting seating assignments. Note that locked objects must be manually unlocked, and clients with sufficient knowledge may unlock them.
Limitations and Considerations
No Partial Restrictions: You must choose between full restriction (Read Only) or partial restriction (object locking), as there is no single setting for partial edits.
Client Knowledge: Clients familiar with the platform may unlock locked objects, potentially compromising your layout.
Best Practices
Use "Read Only" access for projects where maintaining layout integrity is critical.
Combine object locking with clear communication to clients about editing permissions.
Regularly review and adjust permissions as project needs evolve.
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