Share a branded client home with clear boundaries

Step 1

Set the client's welcome

Open the client and choose Edit client & branding. Set the studio name, welcome and accent. Upload an owned or licensed logo in Client portal and select it in branding; removing a logo selection withdraws it from the public client view.

Step 2

Select the work you intend to share

Link the relevant campaign explicitly. In Client portal choose individual reviews, delivery packages or retained performance summaries. A campaign link alone does not share all its contents. Enable service-period visibility separately.

Step 3

Copy and send the private link

Create a 1, 7 or 30 day link and copy it when shown. Send it yourself to the intended people. Its label is an administrative aid, not an authenticated customer identity; anyone holding the link may use it until it expires or is revoked.

Step 4

Follow the original resource rules

Reviews and deliveries continue to check their own expiry, withdrawal and version rules. A performance summary is a frozen client-safe copy at sharing time, not a live dashboard of all team data. Internal notes, contacts, private source profiles and billing are excluded.

Step 5

Withdraw access when the relationship changes

Revoke the portal link or remove a particular share. Unlinking its campaign withdraws that campaign's shares. Archiving the client disables portal access; restoring the client only restores links that remain unexpired and unrevoked.

Open the workspace

Put this stage in context.

Follow the fictional example or return to the feature overview, then open the real workspace when you are ready.

Try this stage in the sample Explore the related feature

The current workspace is a preview. Video generation and checkout remain simulated.