User resources

How to use Specdio, step by step

Short guides with pictures for studios, designers, consultants and clients. Three are open to everyone. The rest open once you log in.You’re logged in, so every guide is open to you.

Start here — no account needed

Find your role

What each person can do in Specdio, and the guide for each job.

Studio admin

You run the studio’s account: the team, the projects and the plan.

I want to…

You can

  • See and lead every project in the studio
  • Invite members and guests, and change anyone’s role
  • Make a project Private and choose who is on it
  • Change the plan and see invoices (when you are also the billing contact)

You can’t

  • Open another studio’s projects

Designer

You are a studio member. On each project you are the Lead, an Editor or a Viewer.

I want to…

You can

  • Create projects (if the studio allows it)
  • Upload files and new versions — old versions are always kept
  • Send sets to clients and read their answers (Lead and Editor)
  • Publish a set and turn a client link off (Lead)

You can’t

  • Invite people to the studio or change the plan
  • Open Private projects you are not added to

Guest consultant

You are outside the studio — lighting, joinery, a contractor — added to chosen projects until an end date.

I want to…

You can

  • Open the projects you were added to
  • Upload and replace files, if the studio made you an Editor
  • Always work from the current version

You can’t

  • See other projects or the studio’s team list
  • See the client’s email or what the client did
  • Keep access after your end date

Client

A studio sends you sets of renders, drawings or specs to look at and answer.

I want to…

You can

  • Open a set from the link — no account needed
  • Pin a comment on the exact spot, or draw on it
  • Answer each file: Approve, Revise and resubmit, or Reject
  • Keep every set from every studio in one list (free account)

You can’t

  • See drafts or anything the studio has not sent you
  • Change the studio’s files

Billing contact

You look after invoices and the card — a bookkeeper or office manager.

I want to…

You can

  • See the plan, usage and invoices
  • Update the card and billing details

You can’t

  • Open projects or files (with the Billing only role)

All guides A–Z

GuideForTimeOpen to
Add a guest consultantStudio admin3 minLog in to read
Control who sees a projectStudio admin, Designer3 minLog in to read
Create a projectDesigner, Studio admin3 minLog in to read
Create your Specdio accountEveryone3 minEveryone
Invite your teamStudio admin3 minLog in to read
Keep every set in Shared with meClient3 minLog in to read
Log in to SpecdioEveryone2 minEveryone
Manage your accountEveryone3 minLog in to read
Manage your plan and billingStudio admin, Billing contact3 minLog in to read
Open, zoom and compare filesDesigner, Guest consultant, Studio admin3 minLog in to read
Read client answers and replyDesigner, Studio admin4 minLog in to read
Review a set from a client linkClient5 minEveryone
Send a set to a client for reviewDesigner, Studio admin5 minLog in to read
Set up your studioStudio admin5 minLog in to read
Upload files and new versionsDesigner, Guest consultant4 minLog in to read
Work in a studio as a guestGuest consultant3 minLog in to read

Still stuck?

Logged in? Press ? at the top of any screen for Help & feedback — a real person replies, usually within one working day. Or email support@specdio.com.

A question about a design? Ask your designer — they get your comments on the set.