This guide is for you, the agency's client. In the portal you review the work, approve, upload what's requested and see your quotes and invoices.
Signing in
Open the link the agency sent you and enter your email. We send you a link or a code to get in: no password needed. If you work on several projects, choose which one to see at the top left.
What you'll find
- Summary: what's waiting for your answer and what's new.
- Deliverables: pieces ready for review. You can leave comments on the image, PDF or video (at a point or an exact moment), Approve or Ask for changes. Each delivery is a round; you see all the previous ones.
- Milestones: the project's stages and their dates.
- Files: what the agency shared with you and what it asked you to upload.
- Forms: questionnaires and details the agency needs.
- Quotes and invoices: accept a quote by typing your name, download the PDFs, and use Report a payment when you pay an invoice.
- Messages: the project conversation with the agency.
Some actions, like approving or accepting, can only be done by people the agency marked as approvers.
Your account
In Your account you change your name, phone, language and the email notices you want. You can also delete your account from there.
Questions about the work? Write to the agency from Messages: they're responsible for your project and your data.