Work as a team of two or three in a single file, with the right permissions
Invite your collaborators by email, give them a role, name responsible people per project. The whole studio sees the same file; the client only sees what is meant for them.
Per-seat option depending on plan · No commitment · 7-day trial
Four roles, one simple rule
The studio owner invites members and gives each one of four roles. The line between them fits in one sentence: anything irreversible, or that reaches the client or a third party, belongs to the administrator. The collaborator prepares everything; the administrator commits.
| Action | Owner | Administrator | Collaborator | Reader |
|---|---|---|---|---|
| See projects, documents, schedules, prospects | Yes | Yes | Yes | Yes |
| Create and edit an estimate, a site report, a task | Yes | Yes | Yes | No |
| Exchange with the client in their portal | Yes | Yes | Yes | No |
| Send a quote to the client, publish a change order, invite a client | Yes | Yes | No | No |
| Invoice, archive, delete a document | Yes | Yes | No | No |
| Invite or remove a member, change a role | Yes | Yes | No | No |
| Subscription, branding, showcase, studio invoices | Yes | No | No | No |
What the client never sees
Team tasks and internal comments live in a space the client cannot reach: they do not exist in their portal, by design rather than by discipline. "The plumber's quote looks inflated", "we forgot the ventilation": those sentences stay between you. The client keeps one practice, one brand, one point of contact.
- One or more responsible people per project, shown on the project card and in "My projects": a steering label, never a visibility restriction.
- Favourite tradespeople are shared by the studio; reviews stay signed by the person who wrote them.
- One human, one account: no shared login, hence real traceability of who did what.
Inviting a collaborator, in four steps
Invite by email
From Settings › Team, enter your collaborator's address. They receive an invitation and create their own named access.
Assign a role
Administrator for a partner, collaborator for a freelancer or an intern, reader for an accountant or a partner firm.
Name responsible people
On each project, one or more responsible people: everyone knows who follows, who chases, who answers.
Work in the same file
Estimates, site reports, team tasks, comments: everything stays in the studio's file, never on the person's own machine.
When someone leaves
The owner or an administrator removes access in one step. Sharing links opened during the assignment are regenerated, the workspace activity log keeps track of what was done, and everything the person produced stays in the studio's file. Towards your clients, you are the one answering for your members' access to their data: Nodal gives you the means to do it cleanly, your contract with the collaborator does the rest.
An honest note on Studio
Studio mood boards are edited by one person at a time: a visible lock shows who is working, and "Take over editing" lets you take control. Simultaneous co-editing of a single board is not on the agenda for a studio of two or three; if your practice requires it, tell us. Per-seat terms are on the pricing page.
Frequently asked questions
Does a collaborator have access to all my projects?
Who can send a quote to the client?
Can a collaborator have their own Nodal workspace?
How much does an extra seat cost?
What happens to client data when a member is revoked?
Go further
Watch a duo work in Nodal
30 minutes in a demo: we invite a collaborator, assign them a project, they prepare an estimate, you send it. And you check what the client sees, and does not see.
Book a demo → or start the free 7-day trial