Client folders hold contracts, finances and unfinished work. Not everyone should see everything, and giving access the wrong way is how information leaks.
Who sees what
Access to a client folder depends on who you are. The rule is simple: each person sees what they need to do their part, and nothing more.
Why this matters
A supplier who can open a contract can see what the client pays. A client who can open production sees unfinished work and judges it. Clean access protects the client's confidence and ORIGIN's position.
A supplier is editing a film for a client and needs the client's footage. What can they open?
Everything else is closed to a supplier, always.
Each person sees what their part needs.
How access is given
Three rules
To one named person at a time, added by their email address.
Never through an "anyone with the link" share. A link of that kind can be forwarded to anyone.
By the Team Lead, or through them.
If someone asks you for access
You are about to share a folder, and the quickest option is "anyone with the link". What do you do?
A link of that kind can be forwarded to anyone.
Access by name, by email, never by link.
Before you move on
Three questions before you move on. Type your answer, send it, then check it.
Your answers stay on this device.1What can a supplier open in a client folder?
The answerClient Assets and Production. Everything else is closed to them, always.
2How is access to a client folder given?
The answerTo one named person at a time, by their email address, by the Team Lead or through them. Never through a link.
3A client asks to see work in progress. What happens?
The answerIt is shared as a deliverable when it is ready, not by opening the production folder.
By name, never by link.
Clean access protects the client's confidence. Next: hours, theaters and the yearly cycle.