Set a familiar welcome
Choose your studio name, owned or licensed logo, welcome message and accent colour. Each client's portal keeps the same considered structure with the branding you supply.
Bring requests, selected reviews, approved delivery packages and retained reports into a branded client home. Keep the team's private working context in the workspace.
Review the current work and approved deliverables.
Choose your studio name, owned or licensed logo, welcome message and accent colour. Each client's portal keeps the same considered structure with the branding you supply.
Link a campaign, then select its reviews, delivery packages or retained performance summaries. Share service periods separately. Client contacts, relationship notes, private libraries and billing stay out of the portal.
Create a private link for 1, 7 or 30 days and copy it when shown. Revoke a link, remove an individual share or archive the relationship. Original review and delivery expiry rules continue to apply.
Set the client's branding and enabled intake templates.
Select linked campaign resources and any service periods to share.
Copy a private link, then revoke or update sharing when the work changes.
From the first client brief to the next content plan. Know what is available and how the pieces connect.
Browse all questionsYes. Set a studio name, logo, welcome and accent for the client. Choose its enabled intake templates and explicitly share linked campaign reviews, delivery packages or retained performance summaries. Service-period visibility is selected separately. A campaign association alone does not publish everything in it.
A manager can explicitly share a retained client-safe performance summary in the client's portal. It includes selected supplied analytics, coverage and confirmed conclusions at sharing time. Internal workflow counts, private relationship notes and source libraries are excluded. Share a new summary when you want to show newer evidence.
Yes. A private portal link lets its holder use the enabled intake and selected shared work until expiry or revocation. A standalone review link also supports feedback and a decision on its frozen storyboard. You copy and send the links yourself. Labels and reviewer names are self-declared, not verified customer identities.
Keep the facts, drafts, people and approved version in one workspace.
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