Getting started
Invite your team and assign roles
Add team members as Owner, Admin, or Member — and understand who can see what.
Updated 12 May 2026
Quick summary
One or two sentences describing what the user accomplishes by following this article.
Steps
- Step one.
- Step two.
Related
See related links below.
Related articles
Set up your agency in 5 minutes
Add your logo, colors, and basic details so your client portal looks professional from day one.
Add multiple clients — approvers vs viewers
Add a spouse, parent, or partner with the right level of access.
Create your first project
Name a project, add a client, and get a shareable portal link in under two minutes.