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The creative operating system

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Studio & agency workflow

Provisioning multi-tenant workspaces, granular role-based access frameworks, and inline editorial review tracks to coordinate collaborative asset publishing across distributed agency teams.

Architectural alignment

Studios and agencies need one workspace with many hands—producers, photographers, retouchers, and client-facing managers—without sharing a single password. ArtInStack uses the team module for Projects (internal file review and delivery rails) and role-scoped dashboard access: owners and managers handle billing and Settings; creative roles work in Pages, Posts, Portfolio, and Media; project-scoped staff see only assigned Projects. Client-facing proofing still flows through Portal Manager and Products, so retainers do not sprawl across email threads.

Required module configuration

AreaWhy you need itNotes
Team moduleInvites, roles, scopesRequired for multi-user studio
ProjectsInternal review, pinned assets, deliveryNot the same as Portfolio marketing galleries
Portal ManagerClient rooms and entitlementsStudio/agency client delivery
Pages / PostsMulti-author publishingPosts for authors with limited scope
Media + PortfolioShared asset spineCross-brand libraries per workspace
ProductsClient upsells and printOptional per account

Roles such as manager, creative director, agency photographer, editor, and assistant map to different sidebar visibility—assign the least access that still lets the person finish their job.

Step-by-step implementation blueprint

  1. Settings → Team — Invite your producer or ops lead as manager; invite creatives with project or global scope as appropriate.
  2. Projects — Create a client project folder; upload work-in-progress assets for internal review.
  3. Portfolio — Keep client-facing galleries separate from internal project bins.
  4. Portal Manager — Configure default widgets; send a test Invite Client for an active engagement.
  5. Pages — Restrict who can publish: only owner / manager / designated roles should hit Publish.
  6. Posts — If the studio runs a journal, add an author who can access Posts and Media only.
  7. Document internally which brands share one workspace vs separate photographer accounts (separate workspaces remain the cleanest cross-brand isolation).
  8. Run a dry-run client delivery from project upload → portal invite → client view.

Verification framework

  • Each teammate sees only the sidebar items their role allows.
  • Project-scoped user cannot open billing or unrelated client projects.
  • Internal Projects files are not accidentally exposed on a public Portfolio URL.
  • Client portal invite opens with correct gallery or download entitlements.
  • Published site changes trace to the intended author account.

Related documentation

  • Projects and deliveries overview
  • Roles and permissions
  • Invite a teammate
  • Invite clients to portal