How do I share a brand page with a client?
Assign a brand page to a client contact or organization, so it shows under Brands in their client portal.
Assign a brand page to one client contact or one organization, and it shows under Brands in their client portal. The steps below cover the assignment, the email the client receives, and what the client can do with the brand.
Assign a brand to a client
Open Brands and open the brand you want to share.
Select Settings in the tabs at the top of the editor.
In the Assign this brand card, switch on Assign this brand.
Under Contact or organization, choose one contact or one organization. A brand goes to one of them, never both.
Save the brand. The button reads Save changes for a published brand, and Publish for a draft, with Save draft beside it.
Note: Assign this brand does not change who can open the page. Access is set separately, under Access on the same tab.
Who gets an email
When a brand is newly assigned to a contact, that contact is emailed that they have been assigned to manage the brand, with a link to the portal. When it is assigned to an organization, the email goes to the owner of that organization. Saving the same assignment again sends no email.
What the client sees
The client finds the brands under Brands in the sidebar of their client portal. The item appears when brands are assigned to the client or their organization, or when the client can create brands. The list shows the brands assigned to the client or to their organization.
What the client can do
By default, a client can only view the brands assigned to them.
To let organization contacts create and edit brands, open your workspace's Settings, find the Client portal card, and switch on Allow organization contacts to create brands. The switch cannot be changed while Enable client portal is off.
With the switch on:
Organization owners and admins can create brands. For the brands assigned to them or their organization, they can also edit, publish, add domains and delete.
Members, and contacts who belong to no organization, can edit the brands assigned to them. They cannot create brands, add domains or delete them.
With the switch off, a client only sees the brands assigned to them and cannot create or change any brand.
Restricted brands
In the Access list on the Settings tab, a brand offers Public and Password protected. Restricted appears only on a brand that already uses it. A restricted brand opens for the contact it is assigned to, for members of the organization it is assigned to, and for your workspace team. Everyone else sees a private page instead of the brand. A draft is hidden from everyone outside your team. To compare the access choices, read who can open a brand page.
Limits
The client portal is included on Pro and Agency. A brand that a client creates counts toward the brand page limit of your workspace. On Free, a workspace can have 1 brand page, and Pro and Agency have no limit. Compare the plans on the pricing page, and see brand page plans and limits.
What happens next
To sign in to the portal, a client needs an invite. Follow how to invite your first client to the client portal if they do not have one yet. Once they sign in, they open Brands to see the brands you assigned.