> For the complete documentation index, see [llms.txt](https://docs.frase.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.frase.io/feature-reference/agency-client-portal.md).

# Agency Client Portal

Send content to your clients for review and sign-off with Frase's approval flow. White-labeling available for Enterprise.

<figure><img src="https://2279611032-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1qovufZAMEOFfdX3BMUE%2Fuploads%2FAwJfAiMoHYkOtTfSt9ei%2Fimage.png?alt=media&#x26;token=a2cf955c-9a6d-484e-8c83-136b66382ed0" alt=""><figcaption></figcaption></figure>

Frase's Client Portal is designed for agencies to make communication between all parties a breeze. It's different from adding an *External Collaborator* to a document or [project](/troubleshooting-and-faqs/using-projects.md).

## Client Portal vs. External Collaborators

| <p><br></p>      | **External Collaborators**                                 | **Client Portal**                               |
| ---------------- | ---------------------------------------------------------- | ----------------------------------------------- |
| **Best for**     | Ad-hoc sharing with freelancers, partners, or stakeholders | Formal client sign-off before publishing        |
| **Scope**        | Per-project or per-folder                                  | Organization-wide (one portal per org)          |
| **Permissions**  | Granular—view, comment, suggest, approve, edit             | Review and approve shared content               |
| **Branding**     | Frase-branded share links                                  | White-labeled with your own branding and domain |
| **Availability** | All plans                                                  | Enterprise plan                                 |

Reach for **External Collaborators** when you want to loop someone in quickly, and the **Client Portal** when you want a polished, branded approval experience for a client.

{% hint style="info" %}
The Client Portal is an **Enterprise** feature. There's one portal per organization, and you'll use that same portal across all of your clients. Each client only sees the content you've shared with them.
{% endhint %}

### How it works

Throughout the workflow, each document carries a status so you always know what's waiting on the client and what's cleared.

<figure><img src="https://2279611032-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1qovufZAMEOFfdX3BMUE%2Fuploads%2FfaPHJTh4zlikwf4Zydgx%2Fimage.png?alt=media&#x26;token=86a16f1d-70f6-409d-9fd9-385905b61d77" alt=""><figcaption></figcaption></figure>

Here's the flow:

1. From your article in Frase, **share the document with your client** to send it to the portal for review.
2. **Your client receives an email** with a link to the portal.
3. In the portal, **your client reviews the content** and either approves it, requests changes, or leaves comments on specific sections.
4. Back in the original document in Frase, you see their approval status and comments, make revisions, and send it back for re-review.
5. Once the client approves, the content is ready to publish.

<figure><img src="https://2279611032-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1qovufZAMEOFfdX3BMUE%2Fuploads%2FAXhaiVOC2Ow3gFTsaQC0%2Fimage.png?alt=media&#x26;token=0298e796-797f-4bb2-8187-25d9b65edddd" alt=""><figcaption></figcaption></figure>

### Set up the portal

Setup happens in your Settings, where you turn the portal on and apply your branding so the experience looks like yours:

{% stepper %}
{% step %}

#### Open Client Portal settings

Head to **Settings** > **Client Portal**.
{% endstep %}

{% step %}

#### Turn on the portal

Toggle the *Portal Status* on.
{% endstep %}

{% step %}

#### Match your agency's look

Add your *Branding (*&#x79;our portal name, logo, and brand colors), so the portal matches your agency's look.
{% endstep %}

{% step %}

#### Set scope and permissions

Adjust your Features settings, setting the scope and permissions around comments, approvals, and publishing between the client and your team.
{% endstep %}

{% step %}

#### Share content with clients

Add clients and share the specific content you want each one to review.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Need white-labeling?** By default, the client portal links to a Frase URL. To request a custom domain, reach out to <support@frase.io> with the domain you'd like to use.
{% endhint %}


---

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