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Client access lets you share a project with clients as a password-protected, chat-only page. Clients open a link, enter a password, and chat with your project’s research data — useful for letting stakeholders explore insights themselves after you’ve delivered the findings. They don’t need a CoLoop account, and they can’t see anything else in your workspace. You can also brand the client-facing page with a header image, a public project name, a heading, a description, and suggested prompts.
Client access is rolling out gradually. If you don’t see it in your project sidebar, contact support to have it enabled for your organization.

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Set up client access

You need permission to manage project members (for example, Project Admin) to set up client access. Open your project and select Client access in the project sidebar. The first time you open it, setup starts with branding the client page; after that, it opens straight to your access links. Use the numbered steps at the top to move between the two.

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Step 1: Brand the client page

The Branding step controls how the chat page looks to clients. A live preview on the right updates as you type. Every field is optional. When you’re done, click Save and continue. Not ready to brand the page? Click Skip and continue — clients see a clean default page, and you can come back any time. To go back to the default appearance later, clear the fields and click Save and continue.
Your internal project name is never shown to clients. If you don’t set a public Project Name, generic wording is used instead.
  1. On the Access links step, click Create Access Link.
  2. Enter a Label to identify the link, such as the client’s name.
  3. Set a Password. It must be 8–128 characters. Clients will need it to open the link.
  4. Click Create.
Click Copy Link on the new link card and send the link and password to your client. Share the password separately from the link, for example over a different channel. Each link card shows when it was created, when it was last accessed, and how many times it has been opened. Open the ⋮ menu on a link card to:
  • Change Password — set a new password for the link. This signs out anyone currently using the old password.
  • Revoke Access — invalidate the link immediately and end any active client sessions. This cannot be undone; create a new link to restore access.
You can create as many links as you need, for example one per client, so you can revoke access for one client without affecting others.

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What clients see

When a client opens the link, they see a password page with your organization’s name and logo, and the public project name if you set one. After entering the password, they land on the chat page with your header image, heading, description, and suggested prompts. Clients can ask questions and get answers grounded in the project’s research data, the same way chat works elsewhere in CoLoop, and trace insights back to the verbatim evidence behind them. Clients cannot:
  • Open raw files, transcripts, or analysis grids
  • See your other projects, project members, or settings
  • Navigate anywhere in your workspace beyond the chat page
A client’s session lasts 24 hours; after that they re-enter the password. Password attempts are rate-limited to protect against guessing.

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Client access vs. guest access

Use client access when a client should only chat with the project’s data, with no account setup. Use guest access when an external collaborator needs a CoLoop account with fuller project access, such as viewing evidence, making clips, or editing grids.