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Client visibility and sharing permissions

Available onFreeBaseProBusiness

Share through a Client Portal

Section titled “Share through a Client Portal”
Available onBaseProBusiness
Client access checks · workflow illustration
  1. Attach the project
  2. Show the right stages
  3. Set link permissions
  4. Check the client view

Open the portal’s Projects tab, attach the project, and check its visibility. In the stage settings, choose whether the client sees the upload stage, the review stage, or both. A visible project with a hidden review won’t show that review.

Open Links → Mint link, name the link, and choose the intended actions. View, Comment, Approve, Upload, and Download are separate permissions. Approve also governs supported revision decisions. Set an expiry when needed and save the link.

Password and branding

Section titled “Password and branding”
Available onProBusiness

Passwords on portal links require an eligible plan. Portal branding and a custom domain have separate plan gates; see Client Portals. An email gate identifies or restricts entry according to the options shown; it isn’t an invitation to the internal team.

Check and revoke access

Section titled “Check and revoke access”

Open the link in a private window or separate browser profile before sending it. Verify the actual visible project, selected draft, and available actions. Your owner session may show more than the client sees.

Edit permissions, expiry, or password in the link settings. Revoke or delete a link when it should stop granting future access. A recipient can retain a file they already downloaded; changing a link doesn’t erase their local copy.

Section titled “Existing one-off share links”
Available onFreeBaseProBusiness

Some workspaces also expose project or stage Share Links. These are separate from a portal and have their own settings, such as comments, download, version visibility, descriptions, passphrase, expiry, and preview watermark.

Use the controls on that specific link; portal quotas and portal-password labels don’t describe every legacy share-link option. A visual preview watermark doesn’t mean the downloaded original has been watermarked.

For ongoing client work, a portal keeps the client’s projects in one place. For a missing control, check permissions before creating a second link.