Responsibilities with boundaries
Use Owner, Admin, Editor and Viewer roles. Share specific projects and invite a recipient with an email-bound link; financial controls stay with the owner.
Keep internal discussion with the working draft. Give clients a focused review link for one frozen storyboard, with clear feedback and an explicit decision.
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Use Owner, Admin, Editor and Viewer roles. Share specific projects and invite a recipient with an email-bound link; financial controls stay with the owner.
Discuss the shared storyboard internally and resolve comments. Internal discussion is kept separate from the client-facing packet.
Clients can comment, approve or request changes without a workspace account. Later edits keep the earlier review intact and require a new approval.
Invite the team and share the project you want to work on.
Prepare a current storyboard review and copy its private client link.
Read the feedback, revise where needed and obtain an explicit decision.
From the first client brief to the next content plan. Know what is available and how the pieces connect.
Browse all questionsTeam Owners and Admins manage client relationships, intake review, sharing and service periods. Editors can prepare and submit intake requests; Viewers have read access. The application checks current permissions, so a role change or removal can withdraw access from an already open workflow.
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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