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Desktop Guide

Client Workspace

Manage client records, assigned projects, brand kits, approvals, notes, filtering, and export history.

What This Feature Does

Client Workspace tracks clients, contact details, project assignment, brand kits, approval statuses, clip notes/comments, search/filtering, and export history.

Why Users Need It

Agencies need it to keep client work organized and reviewable.

Where To Find It

Workspace -> Clients.

Before You Start

  • Client naming rules
  • Sample projects and brand kits

Step-by-Step Guide

  1. Create client.
  2. Add contact details and notes.
  3. Assign projects.
  4. Assign brand kits.
  5. Track approval statuses.
  6. Add clip notes/comments.
  7. Filter/search client work.
  8. Review export history.

Screenshot Section

Client list
Client list

What To Check On The Screen

  • Client data is correct
  • Projects assigned correctly
  • Private details hidden in screenshots

Expected Result

Agency teams can track client-specific production and approvals.

Common Mistakes

  • Mixing clients in one project
  • Marking approved before review

Troubleshooting

If clips are missing, check project assignment.