Team and collaboration overview

Capability overview

Team and collaboration is for your staff—editors, assistants, second shooters—not for clients. A Teams-enabled plan unlocks Settings → Teams, the Projects workspace, and editorial tools such as inline comments on blog posts in review.

Client delivery (portal invitations, proofing submissions, client sign-in) is a different module—the Education / client portal path. Clients use the client portal; teammates use the dashboard. See Client delivery overview.

Teams module vs Education module

	Teams module	Education / client portal
Audience	Staff teammates	Paying clients, models, students
Invite from	Settings → Teams	Portal Manager → Invite Client
Key areas	Projects, blog review, team roles	Portal Manager, client portal, courses
Typical work	Pin comments on proofs, edit posts, upload to project buckets	View galleries, submit favorites, sign releases

Plans may include one or both. Do not confuse Projects (internal production workspace) with Portal Manager (client-facing access).

What Teams collaboration includes

[Owner invites teammate] → Settings → Teams
        |
        +--> Projects: files, buckets, pinned image comments, approvals
        |
        +--> Posts: draft → needs review → inline text comments → publish
        |
        v
[Role controls sidebar + who can publish / review]

Prerequisites

Dashboard → Settings → Subscription (Teams enabled)

Dashboard → Settings → Teams

Optional: Dashboard → Projects, Posts → Edit Post

Next pages in this section

1. Invite a teammate and Roles and permissions
2. Projects workspace and image comments
3. Collaborative editing workflow (blog inline comments)
4. Review and approval process (post statuses)

If Projects or Teams settings are missing

Upgrade to a plan with Teams enabled on Settings → Subscription. Portal Manager alone does not unlock Projects—that is the Education/client portal module.

Verifying your setup

• You can explain the difference between teammate access and client portal access.
• Teams or Projects appears when your plan includes collaboration.
• You know where blog editorial review lives (Posts editor).