What exactly does the client see in Partner Mode?
Curious what your client's dashboard looks like? Partner Mode gives clients a clean, focused view of shared tasks — with no access to your internal work or billing.
When a client logs into Chik, they land in Partner Mode — a simplified, distraction-free dashboard designed specifically for them. Here's a clear breakdown of what they can and can't see.
What clients CAN see
- Tasks assigned to them: Any task or subtask you've explicitly assigned to your client. They can view task details, track progress, leave comments, and upload files.
- Contract links: If you've sent them a contract, they'll have access to review and sign it.
- Time reports: If you've shared a report link with them, they can view your billable hours breakdown.
What clients CANNOT see
- Any tasks or subtasks that haven't been assigned to them — your internal drafts and work-in-progress stay completely private.
- Your billing details, invoices, or subscription information.
- Team members or other clients in your workspace.
- Chik+ upgrade prompts or any admin controls.
- Your Notes, unless you share a note via its public link.
What does it look like for them?
From their perspective, it looks like a clean client portal built just for them — not a shared workspace full of someone else's business tools. That's intentional. The goal is zero onboarding friction: they log in and immediately know what to do.