> For the complete documentation index, see [llms.txt](https://help.metaforms.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.metaforms.ai/project-manager-collaboration/what-your-client-will-experience.md).

# What your client will experience

Your client opens the link you shared, enters their email, and gets a one-time login link — no password, no account. From there they land on a stripped-down review page: a **Questionnaire** tab, a **Survey Link** tab (the live survey preview, with a desktop/mobile toggle and a screenshot button), and a side panel with **Comments** and **Changes** only. There is no Agent tab on their side.

![What a client with Edit access sees, start to finish: the emailed login link, the page loading, browsing the tracked changes, approving them, and leaving a comment](https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FBRZEIiE53vprb9G6V9Rd%2Fpm-client-experience.gif?alt=media)

Comments are shared across both tabs, so a note left on the survey preview lands in the same thread as one left on the questionnaire.

## What they can do

**With View access** they can read the questionnaire and the survey preview, comment on anything, reply in threads, and switch to the **Final** preview. They cannot edit the document — which is why their badge reads **View & Comment**, not just *View*.

**With Edit access** they get everything above, plus they can type directly into the questionnaire in **Markup**. Every keystroke is captured as a tracked, attributed change. They can also **approve** changes in the Changes tab — their own or yours.

{% hint style="info" %}
**Final** is a preview, not an applied state. It shows every change as if accepted, but nothing changes in the document until you freeze the version, and a banner says so while the preview is open. Commenting and editing happen in Markup.
{% endhint %}

{% hint style="warning" %}
Client edits appear in your Changes tab the moment they are made, and a client can approve changes themselves. A client with Edit access can, in principle, delete an entire question as a tracked change and approve it themselves — so **review all approved changes before freezing a version**, so you know exactly what is being sent to the SP.
{% endhint %}


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