Help center & guides
How can we help you build?
Everything you need to set up your workspace, customize your white-label portal, and automate your delivery workflows.
14 guides66 min total read4 chaptersUpdated 24 Jul 2026
N
Northlight StudioWebsite redesign · Phase 2
RM
OverviewFilesInvoicesFeedback
Homepage v3 · awaiting approval
Review
Brand asset handoff
Approved
Invoice #0142
$4,800
Same product. Their brand.
01
Getting started
Zero to a live client-facing portal in an afternoon.
2 guides · 10 min
- Set up your workspace, choose a portal identity, and preview exactly what your client sees.
- Name the workspace and pick a portal URL
- Drop in a logo and set your two brand colors
- Publish and preview the client view
- Send branded invites and decide exactly which projects each client contact can see.
- Send secure invitations from your workspace
- Scope contacts to the right projects
- Resend, revoke, or expire access
02
Portal & branding
Make it look like your agency built it, because you did.
3 guides · 14 min
- Make the portal feel like a natural extension of your studio.
- Upload light and dark logo variants
- Set accent color, radius, and login background
- Override branding per client for sub-brands
- Point clients to your own branded sign-in URL, without a generic subdomain.
- Point a CNAME at your portal host
- SSL is issued automatically
- Fix the three DNS mistakes that break setup
- Pick a starting point for retainers, web builds, SEO, or content delivery.
- Swap placeholder milestones for your own scope
- Customize pages and delivery steps
- Save the result as your agency template
03
Delivery workflow
Where the actual client work lives and moves.
4 guides · 18 min
- Keep company records separate from portal logins, tag accounts, and archive churned clients without losing history.Read guide ↗
- Build a status set clients can actually read, hide internal work, and trigger progress updates.Read guide ↗
- Version deliverables instead of stacking v2-final-FINAL, and set folder visibility per client contact.Read guide ↗
- Keep revision rounds in one thread, require sign-off, and mute internal chatter from client notifications.Read guide ↗
04
Billing & team
Money in, permissions locked, integrations wired.
5 guides · 24 min
- Issue invoices carrying your logo and terms, share a public pay link, and automate overdue reminders.Read guide ↗
- Compare owner, admin, member, and contractor scopes, then limit freelancers to one client workspace.Read guide ↗
- Enforce 2FA, set session length, force logout everywhere, and read the audit log.Read guide ↗
- Generate a scoped API key, subscribe to events, verify signatures, and handle retries.Read guide ↗
- Diagnose invites landing in spam, domains stuck on pending verification, and empty client portals.Read guide ↗
Nothing matches.
Try a shorter word, or ask a human. We answer fast.
Still stuck? Talk to a human.
Real people, not a bot loop. Median first reply under two hours on weekdays.