Agency: work in a client's workspace

Switch between All clients and one client's workspace, share a shortlist of shows with a client, and see why some actions need a client chosen.

Transcript: A client's workspace in 15 seconds

Choose a client from the workspace switcher at the bottom of the sidebar, and every page scopes to that client. Here is one client's appearances board. Share with client starts a share list you can send to them.

Switch workspaces

The workspace switcher is at the bottom of the sidebar. It shows your organization and either All clients or the client you're working in. Open it and choose All clients, or one of your active clients.

All clients shows everything across your clients together.
A client's workspace scopes every page to that client: their pipeline, media kits, campaigns, outcomes and reports.

The workspace switcher open at the bottom of the sidebar: All clients, then each active client

One client's Interviews › Appearances board, opened from the workspace switcher

Actions that need a client

Some actions create something that belongs to one client, so they need a client chosen first:

Adding a show to a pipeline from Prospector.
Starting a campaign ("Switch to a specific client to take this action").
Creating a media kit: in All clients you're asked Who is this media kit for? first.
Revealing contact details ("Choose a client before revealing contact details."). A reveal is bought for one client's workspace.

In the client's workspace, go to Interviews › Appearances and click Share with client. (It doesn't appear in All clients.)

Build the list

The list starts from the client's Potential shows. Give it a List title, a Note to client, and a note on any show.

Choose who can open it

Public link (token): anyone with the link can review it, for 30 days. Require client login: only the client's own portal login can open it.

Send it

Click Send to your client, or Send for team approval first. Preview as client shows what they'll see.

Your client marks each show Approve, Pass or Need more info, then sends their replies back to you. Approving a Potential show moves it to Active; passing moves it to Unqualified.

Transcript: A share list in 15 seconds

A share list sends your client a shortlist of shows, each with your note. This one is awaiting the client, with three of five reviewed. When your client approves a show still in Potential, it moves to Active, and a pass marks it Unqualified.

Open a list from Share lists to follow it. The card at the top shows its status (Draft, Awaiting client, Reviewed or Expired), when it was shared and last viewed, and how many shows are reviewed. Each show lists Your note, what the Client said, and its answer: Pending, Approved, Passed or Needs more info.

A share list awaiting the client: three of five shows reviewed, each with the producer's note and the client's answer

Team members and clients

Owners and admins see every client. In Settings › Workspace › Team Members, an owner or admin can limit an operator or read-only member to the clients they choose. That member then sees only those clients, including in All clients.