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Invite clients to your portal

Give clients access to your portal so they can participate in the creative workflow through your agency workspace.

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Written by Santhia Roo

Tarkle Studio supports client invitations separately from internal team-member invitations. This distinction helps you keep your internal team and external clients organized correctly.

Go to your organization

Open your organization settings and locate Clients. Select Add client.

Add the client

  • Enter the requested client information.

  • Use the email address the client should use to access the portal.

Send the invitation

  • The client receives an invitation by email.

  • They'll follow the invitation process to access the client-facing portal.

  • The portal also includes the ability to resend client invitations if necessary.

Configure your branding first

If you're using Tarkle Studio's white-label experience, we recommend configuring your organization branding before inviting clients.

At minimum, review your:

  • Agency logo.

  • Favicon.

  • Accent color.

If you're using a custom domain, configure that as well. This gives clients a more consistent agency-branded experience from their first visit.

Do clients need access?

No, you can keep Tarkle Studio entirely internal and manage communication with your clients yourself. Client access is useful when you want clients to participate directly in the portal workflow.

Next: Submit your first design request

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