Team and collaboration overview
Team and collaboration is for staff on plans with Teams enabled—invite teammates under Settings → Teams, review shoot files in Projects (pins, approvals, project share links), and run blog editorial review; full client portal accounts stay under Portal Manager.
Capability overview
Team and collaboration is for your staff—editors, assistants, second shooters. 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. Teammates use the dashboard; portal clients use the client portal. See Client delivery overview.
Projects can also send a project share link (/p/{token}) so an agency or client opens a finals vault without a portal login. That link is not Portal Manager and is not a staff seat—details live on Projects workspace and image comments.
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, approve finals, share a project link, edit posts | View galleries, submit favorites, sign releases, multi-project portal access |
Plans may include one or both. Do not confuse Projects (production workspace + optional share link) with Portal Manager (signed-in client portal).
What Teams collaboration includes
[Owner invites teammate] → Settings → Teams
|
+--> Projects: files, buckets, pins, approvals, share link, add to portfolio
|
+--> 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 staff dashboard access vs client portal accounts vs a project share link.
- Teams or Projects appears when your plan includes collaboration.
- You know where blog editorial review lives (Posts editor).
