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All documentation

Client Delivery

  • Client delivery overview
  • Configure client portal widgets
  • Prepare client access
  • Invite Clients to Portal
  • Send Files to a Client
  • Client Portal Experience
  • Delivery Permissions and Expiry
  • Review Client Submissions
  • Manage Release Requests
Galleries and PortfolioNext: Blog and Content Marketing
Documentation/Client Delivery

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

ControlAffects
Portal SettingsHome layout: welcome, showcase carousel, video highlights, downloads section visibility
Invite Client or product portal widgetsWhich galleries, courses, downloads, and events this client may use
Portfolio download togglesFile resolution and download buttons for that collection
max selections on invitationHow many favorites a client may submit for proofing

Implementation steps

  1. During proofing, disable downloads on the Portfolio collection until the client approves selections.
  2. On Invite Client, set max selections when they must pick a fixed number of images.
  3. Note invitation expiry and communicate the deadline in your email.
  4. After approval, enable downloads or send a new invitation to a finals gallery.
  5. For link-only sharing, rotate the portfolio password when the job closes.
  6. Confirm expired invitations show a clear error—resend from Invitations if needed.

Portfolio vs portal

MethodBest for
Portfolio share linkQuick view/download without portal accounts
Portal invitationProofing, 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.