Need 'client view' mode/toggle for screensharing
complete
N
Nick Schultz
Our CSM team uses Hive to track external (client) tasks and internal team tasks for onboarding - when we meet with customers it's confusing to screenshare the project because they see all of the internal tasks. We want a client view toggle so we can easily switch to this for customer calls and share our screen without worrying about exposing internal tasks or notes.
Log In
John Furneaux
updated the status to
complete
Thanks, Nick, for explaining the screensharing need, and Lindsey for sharing your workaround. This is complete and will be live Tuesday, September 22.
In List view, enable “View as client” in the filters to hide internal actions. Cards opened from that view also hide private comments, quoted private replies, their attachments, and restricted subactions. It uses your existing client-visibility settings without changing anyone’s permissions. Turn it off to return to your staff view.
L
Lindsey Skocelas
I will usually set up my own project and then enable client mode for them to see only what I have set up. But this suggestion would cut the time in half!
John Furneaux
updated the status to
under review