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 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
- Invite a teammate and Roles and permissions
- Projects workspace and image comments
- Collaborative editing workflow (blog inline comments)
- 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).
