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Guest share vs portal

Two ways to show work to people outside your agency. Pick one on purpose.

Client portal

Use when the client should come back often: project overview, review, media, optional finance or talent tabs, one login.

Invite from the company Portal access flow. Guide: Client portal.

Share links

Use for a one-off guest link (optional password, limited life). Create under Media → Share links, or from the media you want to share. Guests open /share/.... With several assets they see a library grid first, then open one into review (same idea as the portal). They are not a full portal account, even if they can leave feedback on some links.

Talent shares use a separate /share/talent/... path when you share casting that way.

Quick pick

NeedUse
Ongoing client login and project tabsPortal
Single cut or folder, temporary linkShare link
Client says the portal is emptyFix portal / review visibility, not only a share link. See Client says they see nothing

Things that trip people up

  • Mixing both without telling the client which URL to use.
  • Expecting a share link to show the same tabs as the portal.
  • Agency Preview portal vs what the guest or client actually gets.

Related

Nog vast? Naar support