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Team and Collaboration

  • Team and collaboration overview
  • Invite a Teammate
  • Projects workspace and image comments
  • Roles and Permissions
  • Collaborative editing workflow
  • Review and Approval Process
  • Remove or Change Team Access
Courses and Digital LearningNext: Account, Billing and Security
Documentation/Team and Collaboration

Team and collaboration overview

Team and collaboration is for staff—not clients—on plans with Teams enabled: invite teammates under Settings → Teams, review work in Projects with pinned comments, and run blog editorial review; client proofing stays in Portal Manager and the client portal.

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 moduleEducation / client portal
AudienceStaff teammatesPaying clients, models, students
Invite fromSettings → TeamsPortal Manager → Invite Client
Key areasProjects, blog review, team rolesPortal Manager, client portal, courses
Typical workPin comments on proofs, edit posts, upload to project bucketsView 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).