How To Build A Client Workspace In Coda.io

Client Workspaces are a new trend that allow you to keep all of your information in one place.

In this tutorial I'm going to show you how to build your own client workspace so you can start taking advantage of this new and efficient organisation system.

Chapters:
0:00 Intro
0:50 Setup The Workspace & Onboarding
12:25 Setup Automated Billing

[Lewpoy]

Great video Harry! Is there a storage limit for files on coda? And could you use zapier to automate creating a duplicate workspace when a new client subscribes to your design agency?

[Lewpoy]

Hey Harry just watched this again to set up my clients portal. Which permissions would you give to your client when sharing the link with them?

[mrbaertek]

so a client portal is like a folder to which only the client has access? Because Coda does not have the option to secure a certain document with login & password.

[GeoffCurrie]

I get the structure of folders....buuuttt I dont get the access settings for this to work? Do I need the team plan or something else? Can someone please explain?

[Lauren-nrwk]

Do your clients still have access to the Coda Admin Doc?

[DrJohnPollard]

when are people going to learn how not to hide the info with their video?