Delivery Permissions and Expiry
Control view, download, and proofing limits in Portfolio settings, on each Invite Client grant, and on portal-enabled products—invitation and access codes can expire to close portal entry after the delivery window you configure.
Permissions define what a client can do—view, download, submit favorites, or access courses. Control them at the Portfolio level, on the Invite Client grant, through product portal widgets, and in Portal Settings. Expiry on invitations and access codes limits how long portal entry remains valid.
Prerequisites
Portfolio privacy: Dashboard → Portfolio → collection settings
Portal invites: Dashboard → Portal Manager → Invitations
Portal shell: Dashboard → Portal Manager → Portal Settings — Configure client portal widgets
Related: Share gallery links, Gallery privacy options
Core architecture & fields
Portfolio / gallery: view vs download, password protection, link-only access.
Portal invitation or purchase: access type, linked resource, max selections for proofing; purchases use portal widget configuration on the product.
Portal Settings (shell): which home sections exist and default portfolios—see Configure client portal widgets.
Entitlements: what this client may open after /verify or checkout—separate from Portal Settings layout. A showcase gallery on home does not replace proofing access.
Shell vs entitlement
| Control | Affects |
|---|---|
| Portal Settings | Home layout: welcome, showcase carousel, video highlights, downloads section visibility |
| Invite Client or product portal widgets | Which galleries, courses, downloads, and events this client may use |
| Portfolio download toggles | File resolution and download buttons for that collection |
| max selections on invitation | How many favorites a client may submit for proofing |
Implementation steps
- During proofing, disable downloads on the Portfolio collection until the client approves selections.
- On Invite Client, set max selections when they must pick a fixed number of images.
- Note invitation expiry and communicate the deadline in your email.
- After approval, enable downloads or send a new invitation to a finals gallery.
- For link-only sharing, rotate the portfolio password when the job closes.
- Confirm expired invitations show a clear error—resend from Invitations if needed.
Portfolio vs portal
| Method | Best for |
|---|---|
| Portfolio share link | Quick view/download without portal accounts |
| Portal invitation | Proofing, submissions, releases, courses, repeat client login |
Internal Projects permissions are for staff only—see Team and collaboration overview.
Verifying your setup
- Proof vs final permissions match your contract stage.
- Clients know expiry or selection limits.
- You tested an expired or wrong-password link once to see the visitor message.
