Project settings
Change a project after you create it: its details, client access, how reviews and versions work, and more.
- The project name, client details and description
- The project cover image
- The invoice currency
- The client portal link and password
- What happens to old versions, and client screenshots
- Reopening completed work, or deleting the project
Open project settings
Open any project from your Projects page, then choose Settings at the top of the project page. Settings are split into four sections: Details, Client access, Reviews & versions and Advanced.
Edit the project details
Under Details, update the project name, client name and client email. The description is shown to your client on the Project page of their portal, up to 1,000 characters. Choose Save project details when you're done.
Project details
A clear name and brief keep everyone on the same page.
Change the cover image
The cover helps you recognise the project on your cards. The recommended size is 960×540px. JPG, PNG and WebP up to 5 MB are accepted. GIFs and animated images aren't, because only their first frame could be checked for explicit content.
Project cover
An image that helps you recognise the work at a glance.
Set the invoice currency
Each project has one currency for its invoices. FreelioPro supports many, including USD, EUR and GBP. Pick one under Invoice currency and choose Update currency.
Manage client access
Under Client access you can copy the portal link and see every time a client entered the portal and what they agreed to. If access needs resetting:
- Regenerate password creates a new password and signs your client out. Copy it straight away: only a scrambled copy is kept once you leave.
- Change link gives the portal a new address. The old link stops working and your client is signed out; the password stays the same.
A private place to review
Share this project's link and password with your client.
Client portal linkfreeliopro.com/p/your-project-linkReviews and versions
Choose what happens to the old file when you upload a new version (Replace or Keep on paid plans) and whether clients can attach screenshots when they request changes. See Reviewing an item for how versions work.
Reopen or delete a project
Under Advanced, Reopen project starts a new round of work on a completed project without losing its earlier sign-off.
Deleting a project removes it with all its items, invoices, steps and client access, and your client can no longer open the portal. You confirm by typing the project's name.