Draft · not indexed。 Part of what this page describes is not generally available yet.
Peak One · Product · Beta
Your client wants to know where the project stands. They see exactly what you release, and nothing more.
With the client view you share a fixed snapshot of your project, by link or in the service portal. Internal notes, hours and other clients stay with the team.
Who sees what in the project?
Sample data · nothing is saved- Milestones and dates✓ visible
- What waits for approval✓ visible
- Released snapshot of results✓ visible
- Internal comments✓ visible
- Hours and rates✓ visible
- Other clients' tasks✓ visible
Clients see only a released snapshot. A client account inside the project is still beta in Peak One.
Interactive demo with invented sample data. No account, nothing is saved or sent.
How it works
A released snapshot
You decide which state goes out. It stays that way until you release a new one.
Team, client, guest
Each role sees different fields. In the demo you switch and see the difference.
By link or portal
A share link or the service portal shows the snapshot without access to your workspace.
Peak writes to no one
Peak sends nothing on its own. You pass on the link when and to whom you choose.
All pages in this area
Honest limits
Still in beta
The client view is built but not switched on everywhere yet.
No client account inside the project
Clients do not work directly in the project yet. They see a released snapshot.
Demo with sample data
The demo shows an invented project in your browser. Nothing is shared or saved.
Frequently asked questions
Does the client see every change live?
No. They see the snapshot you released until you release a new one.
Does the client need an account?
No. The snapshot opens through the link or the service portal.
Can I withdraw a release?
Yes. A withdrawn link shows nothing afterwards.
Does the client see internal notes?
No. Internal fields are not part of the released snapshot.
Fewer status emails, more trust.
Switch between team, client and guest in the demo, then start your first client project for free.
Start for free