# Setting up shared space ### Setting up Shared Space **Where to find it:** Customer profile → Shared Space section, or via a shared project **Who can access it:** All team members can manage it. Customers access it via a dedicated URL or embedded portal. *** #### What Shared Space is Shared Space is a branded portal your customers log into directly. It is the collaboration layer between your team and the customer — a single place where both sides can see progress, share materials, complete tasks, and communicate, without needing to be on the same call.
Where the rest of Startdeliver is internal — visible only to your team — Shared Space is external. What you put there is what your customer sees. *** #### What you can share Shared Space is built around shared projects, but can contain a range of content: **Tasks and project progress** — customers see the task list, can be assigned to tasks, and can check off their own items. Progress is visible to both sides in real time. **Documents and files** — upload contracts, presentations, meeting notes, training materials, or any file relevant to the customer relationship. Both sides can upload. **Comments and conversation** — a threaded conversation attached to the project or to individual tasks. Use @ mentions to notify specific people. Works as an async alternative to email chains. **Goals and targets** — set success criteria, milestones, or adoption targets that both sides can see and track. Makes the definition of success explicit and shared. **Reports and metrics** — surface usage data, health trends, or custom KPIs directly in the customer's view. Customers see their own data in context. *** #### How access works
Customers access Shared Space via a dedicated URL — typically something like `customer.to/yourcompanyname`. They log in using their email address: they enter their email, receive a one-time verification code, and get access.
No password setup required. No account to create. The experience is frictionless for the customer. Only the users you explicitly add to a shared project can access it. Access is per-project and per-user — being added to one shared project does not give access to others. *** #### Setting up a shared project 1. Open the customer profile and go to the Projects tab 2. Click New project and select a template, or start from scratch 3. Set the project type to Shared 4. Build out the task list and content before inviting the customer 5. Go to Involved users and add the customer users who should have access. Users must have an email address registered on their profile 6. When everything is ready, click Launch project. This is when the customer receives their first notification and gains access No communication is sent to the customer until Launch is clicked. You can set everything up first and launch when ready. *** #### Assigning tasks to customers Once users are added to a shared project, they can be assigned to individual tasks. When a task is assigned after launch, the user receives an email notification automatically. Customers complete tasks from their own view of the Shared Space — they see the task board, mark tasks done, and can add comments or upload files directly. *** #### Troubleshooting access If a customer can't access the Shared Space, check: * Is the project launched? Customers cannot access it until Launch is clicked * Is the user added to the project under Involved users? * Does the email the user is trying to log in with match the email on their user record exactly? * Is the user marked as active on the customer record? --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.startdeliver.io/managing-customers/shared-space/setting-up-shared-space.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.