Invite Clients to Portal
Invite clients into their portal workflow on ArtInStack.
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, grant type (gallery, video library, course, resources, etc.), linked resource, optional selection limits for proofing.
Implementation steps
- Open Portal Manager → Invitations.
- Click Invite Client.
- Enter the client email and the name shown in their portal.
- Choose the grant type matching what you are sharing (for example a proof gallery or course enrollment).
- Select the linked portfolio, course, or resource.
- Set max selections when the client must pick favorites from a gallery.
- Send the invitation and confirm it appears as pending.
- Ask the client to accept and sign in; verify they see only the assigned content.
What you'll see
Pending and accepted invitations on Invitations. After sign-in, the client portal shows widgets and resources scoped to that grant.
Verifying your setup
- Invitation sent with correct grant type and resource.
- Client confirmed access or you logged a follow-up issue.