Working with clients
Add multiple clients — approvers vs viewers
Add a spouse, parent, or partner with the right level of access.
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
Share your portal link — what your client sees
Send the link, walk your client through phone-number login, and let them explore.
Invite your team and assign roles
Add team members as Owner, Admin, or Member — and understand who can see what.
Send your first design for approval
Upload a design, send it through the portal, and get a one-tap client approval.