What clients can and cannot edit

Clients often ask whether they can change something. The answer is a short, fixed list. Learn it so you can answer without hedging.

What a client can edit

There are exactly three editable surfaces:

• Branding. Logos, brand colours, and their brand voice note. This branding is applied across all their deliverables.
• Their intake answers. Via Data Intake > Edit intake. They can revise the business profile they gave Jo.
• The Partnership Growth Roadmap. Riley's roadmap: tasks, owners, dates, status, and priorities. This is the one deliverable a client can change directly, and it also appears in their sidebar as its own item.

What a client cannot edit

Everything else is read-only. All the other packs and pages from Sam, Alex, and Riley are consultant-built. The client reads them and can download them as a PDF, but cannot change them.

Worksheets specifically

This is the point clients get confused on. Worksheets are editable, but only in the Command Centre, and only by a consultant. In the portal the client sees a worksheet as the frozen published result, not an editable grid. So if a client wants a worksheet changed, that is a job for you: edit it in admin and republish. The single exception is the Partnership Growth Roadmap, which the client can edit themselves.