Delivery Permissions and Expiry

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, and through portal widget 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

Core architecture & fields

Portfolio / gallery: view vs download, password protection, link-only access.

Portal invitation: grant type, linked resource, max selections for proofing, invitation/access-code expiry.

Client portal widgets: what appears on the client home (galleries, resources, courses) per their entitlements.

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.