Client workspaces
Open a client workspace to manage its projects, people and creation permissions.
Client workspace setup is pending
Client workspace management has not been enabled in this environment yet. Your existing projects, analysis and editing tools are still available.
Return to my projectsAll client workspaces
Previously shared projects each have their own workspace with their existing recipients. Open a row to manage that workspace.
| Workspace / projects | People | Client creation | Status |
|---|
Create a client workspace
The owner’s access appears automatically when they next open ValueLens with this verified email. No acceptance needed.
Workspace overview
Projects in this workspace
ValueLens can edit these projects. Clients see the analysis through their project home.
Team access
Set each person’s access to this workspace. Owners, admins and members are eligible to create projects when client creation is enabled. Viewers can read shared projects. ValueLens manages access and financial editing. Removing workspace access preserves any separate person or link shares; manage those from the project’s Access button.
| Person | Role | Status | Actions |
|---|
Waiting for sign-in
Access appears automatically when each person next opens ValueLens with their verified email, before the expiry date. No acceptance needed.
Workspace settings
Client project allowance
Existing projects shared by ValueLens do not use this allowance. Lowering the allowance preserves all projects and stops further client creation once the allowance is reached.
Workspace status
Project access
Sharing grants viewing access. ValueLens manages access and can edit.
Removing a grant does not remove access through workspace membership. Owners and admins can always see workspace projects; other members can see projects shared with the workspace. Revoke a viewing link below to prevent it being used again.