Settings
Manage your workspace and preferences
Workspace profile
Identity
Brand settings
Client-facing portal
Shown to clients when they access the onboarding link.
PNG or SVG, max 2 MB
Notification preferences
New client submission
Notify when a client completes their onboarding form
File upload
Notify when a client uploads brand assets or reference files
Phase change
Notify when a project advances to the next phase
Overdue actions
Daily digest of past-due action items
Weekly summary
Summary of all active projects every Monday morning
Portal preferences
Show progress percentage to clients
Displays overall project completion on the client portal
Allow file uploads from clients
Clients can upload files directly to their portal
Require approval before sharing deliverables
Hold deliverables in review before clients can access them
Show timeline to clients
Clients can view the full project timeline in their portal
Demo workspace
Reset the workspace to a full demo state with sample projects, clients, and files — or clear everything to explore the empty-state experience.