> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bluplai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client access

> Manage customer seats, Client Admin/Editor/Viewer roles, and separate whiteboard link-sharing permission.

Client access is customer-scoped. A client seat can belong to one or more customers, but every role, project grant, module permission, and whiteboard link permission is evaluated for the selected customer.

## Client roles

| Role              | Use it for                        | Whiteboard behavior                                                                                                                             |
| ----------------- | --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **Client Admin**  | The customer's main administrator | Manage client seats and eligible customer-board access for that exact customer. Cannot administer another customer or the Bluplai organization. |
| **Client Editor** | An active customer collaborator   | Create and edit customer content when the relevant module and edit permissions are enabled.                                                     |
| **Client Viewer** | A customer stakeholder            | View permitted customer content without editing.                                                                                                |

## Manage a client seat

<Steps>
  <Step title="Open Admin → Clients">
    Select the customer and find the person whose access you want to change.
  </Step>

  <Step title="Choose the customer role">
    Set **Client Admin**, **Client Editor**, or **Client Viewer**. Editing and view-only behavior update with the selected role.
  </Step>

  <Step title="Review projects and modules">
    Choose all projects or selected projects for that customer, then confirm which modules the seat can open.
  </Step>

  <Step title="Approve whiteboard links separately">
    Turn on **Can create view-only links** only when this Client Admin or Client Editor should share eligible customer boards with one-off external viewers.
  </Step>
</Steps>

<Warning>
  **Can create view-only links** never creates an editable public link. It does not permit inviting a Guest Editor, changing **Who can share**, moving a board, or granting access to another customer.
</Warning>

## Client Admin boundary

A Client Admin can manage client seats only for their exact customer. They cannot:

* grant another customer;
* promote someone into the internal team or organization administration;
* create or manage Guest access through **People with access**;
* change a whiteboard's **Who can share** policy;
* move, delete, migrate, or roll back a board.

On an eligible customer board, the Client Admin can see only the current customer's seats and can manage **Customer-wide board access**. Every permission change is enforced again by the backend and recorded in **Admin → Audit Log**.

## Sharing outside Bluplai

For ongoing named collaboration, an authorized board manager should invite a Guest Editor, Guest Commenter, or Guest Viewer. For a one-off review, use a Public Visitor link. See [Whiteboard collaboration and sharing](/whiteboards/collaboration-and-sharing) for both workflows.

<CardGroup cols={2}>
  <Card title="Whiteboard sharing" icon="share" href="/whiteboards/collaboration-and-sharing">
    Invite named guests or create a revocable view-only link.
  </Card>

  <Card title="Audit log" icon="clock" href="/admin/audit-log">
    Review client and whiteboard permission changes.
  </Card>
</CardGroup>