How do I share a brand page with a client?
Assign the brand to the client's contact or organization in Settings → Assign this brand. They see it in their client portal under Brands.
Assign the brand to the client's contact or organization in Settings → Assign this brand. They see it in their client portal under Brands.
Steps
Open the brand, go to Settings.
Under Assign this brand, pick one contact or one organization (not both).
Save.
The assigned person is emailed that they have been assigned to manage the brand, with a link to the portal.
What clients can do
By default, clients can view. To let them edit, turn on Allow organization contacts to create brands in your workspace settings (it needs the client portal on):
Organization owners and admins can create, edit, publish, manage a domain and delete.
Organization members and contacts without an organization can edit the brands assigned to them.
You always keep full control.
Restricted brands
A restricted brand can be opened only by the assigned contact or organization members and your team. Use it while a brand is in progress.
Limits
The client portal is a Pro feature. A brand a client creates counts against your workspace's brand page limit.
Related
Who can open a brand page · Brand page plans and limits
Next: assign the brand, then check it in the client's portal.