DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
DiMarAg Hub · Help
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Frequently asked questions
FAQ-053How do I tell internal tasks apart from tasks visible to the client?Projects, tasks and scope approvals · Agency and team
In the form, check “Task classification”: an internal task can be linked to a client without becoming visible work for them. For work intended for a client, use the appropriate classification and verify its association. Before preparing a scope, review the selected tasks and their contents; do not include internal notes or sensitive information.
Selecting a task for scope review is different from portal access. Assigning a task to a contact does not grant full project access.
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