BrandOps9

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Share with clients: the review portal

Send content to clients or reviewers via a secure link. They view without an account, and sign in to approve or request changes.

Screenshot of the Share with clients: the review portal screen
The screen this guide covers.

View openly, sign in to approve

Reviewers open a secure link and see a clean, read-only view of the content with no account. To approve or request changes they sign in (or create an account in seconds) with the email the review was sent to. That keeps sign-off secure: a forwarded link can't be used to approve on someone else's behalf.

Create a review link

Generate a secure review link (you can set an expiry). Send the URL; anyone with it sees a clean, read-only view of the content you've shared.

Collect feedback

After signing in, the reviewer can Approve or Request changes on each item, with a comment. Their verdicts and notes come straight back into your workspace so you can act on them.

The curated content portal

For ongoing read-only access, the Curated content portal gives clients and stakeholders a tidy library of your approved posts, documents and selected media; you control exactly what appears there.