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- Client Collaboration Portal
- Who it's for
- Creative and digital agencies
Creative and digital agencies
Give clients a consistent place to review project work and respond to the people delivering it. The portal shares protected source files; specialist asset editing, production and billing remain external capabilities.
How Client Collaboration Portal is set up for you
Review rounds
Keep requested changes tied to a specific document and approval-request revision rather than overwriting an earlier decision.
Conversation
Let permitted collaborators comment on the shared artifact, with mentions and replies following its audience.
Brand
Configure the portal identity and email templates through the approved site settings before clients are invited.
Features to start with
Conversations
Keep feedback attached to the document, request or update the conversation is about.
Portal branding and access
Create a recognizable client workspace with explicit access to each shared project.
Client decisions
Ask a named client approver for a decision with the relevant evidence and a traceable outcome.
Roles on the team
- Portal Manager
- Owns the client users list and access grants for one or more portal sites. The day-to-day operator of the external user lifecycle — invitations, role changes, suspensions, access reviews.
- Project Manager
- Internal Project owner. Publishes document shares, approval requests, and status updates for own projects; reads client user engagement on own projects.
- Internal Collaborator
- Limited internal contributor — a designer, engineer, analyst, or specialist who needs to participate in client conversations on own projects but not publish artifacts.
- Client User — Collaborator
- External client user with comment + read access. Same scope as Viewer but can post Comments and comment replies.
Set up Client Collaboration Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.