Client Portal
Target Role: Client
Updated Oct 28, 2026 • 4 min read
How Clients Access and Navigate the Portal
A complete orientation for client guests on reviewing active milestones, submitting briefs, and approving files.
Overview
The Client Portal is your dedicated command center. Here you can track project progress, submit new requests, and download finalized assets.
Key Navigation Areas
- Overview: High-level progress of active milestones and upcoming target deadlines.
- Deliverables: Files and staging links currently waiting for your review.
- Requests: Submit new briefs or feature requests directly to your agency team.
- Files: Download finalized, approved brand assets and documentation.
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How to Share Deliverables and Request Client Approval
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How to Customize Client Permissions and Visibility