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  • Create an area per customer and different sub-areas per each project related to that customer.
  • Assign customer’s users to their corresponding projects and do NOT let them see the whole organization.
  • When logging in, your customers will only see the projects areas where you gave them access.
  • Using DoPlanning to be in contact with your customers will enable you to never miss out a message and always have every document at your and your customer’s disposal.