Features
Websites & publishingPortfolio engineMedia & deliveryClient deliveryCoursesCommerce & operationsTeam & workflow
FoundationSolutionsPricingDocumentation
About
AboutCommitmentNewsroom
Sign In
ArtInStack

The creative operating system

Product

  • Features overview
  • Websites
  • Portfolio
  • Media
  • Client delivery
  • Courses
  • Commerce
  • Team
  • Solutions

Resources

  • Guides
  • Documentation
  • Platform foundation
  • Pricing
  • Changelog
  • Roadmap

About

  • About
  • Commitment
  • Newsroom
  • Status
  • Talk to us

Customer login

© 2026 ArtInStack. All rights reserved.

Privacy policyTerms of service
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

Invite Clients to Portal

Portal Manager → Invitations → Invite Client sends an email with an access code—choose access type and linked gallery, course, or resource so the client signs in at /verify and sees only what you assigned, including proofing selection limits when set.

Send a Portal Manager invitation when a client needs a persistent, scoped sign-in—gallery proofing, resource downloads, course access, or release signatures. Each invitation carries an access type and linked resource so the client only sees what you assign.

This is client-facing delivery. Internal staff review on shoot files happens in Projects (Projects workspace and image comments)—not in this flow.

Prerequisites

Dashboard → Portal Manager → Invitations → Invite Client

Portfolio or media ready: Dashboard → Portfolio or Media

Education module enabled on your plan

What you're looking at

Invite Client form: client email, display name, optional message, access type (gallery, video library, course, resources, etc.), linked resource, optional selection limits for proofing.

Implementation steps

  1. Open Portal Manager → Invitations.
  2. Click Invite Client.
  3. Enter the client email and the name shown in their portal.
  4. Choose the access type matching what you are sharing (for example a proof gallery or course enrollment).
  5. Select the linked portfolio, course, or resource.
  6. Set max selections when the client must pick favorites from a gallery.
  7. Send the invitation and confirm it appears as pending.
  8. Ask the client to enter the access code at /verify and sign in; verify they see only the assigned content.

What you'll see

Pending and accepted invitations on Invitations. When the client verifies the code, the platform grants access matching the access type and resource you selected. After sign-in, the client portal merges Portal Settings widgets with that assigned content.

Verifying your setup

  • Invitation sent with correct access type and resource.
  • Client confirmed access or you logged a follow-up issue.