Client Portal
A branded portal where clients review deliverables, leave feedback, and approve episodes.
The client portal is a separate, streamlined interface for your clients. It gives them visibility into their show's progress and allows them to review deliverables, leave feedback, and approve episodes — without needing to understand your full production workflow.
Portal Invite Flow
Inviting a Client
- Open the client's profile in preroll.io
- Click Portal Access
- Enter the client's email address
- Click Send Invitation
The client receives an email with a magic link that grants immediate access — no password to set up or remember.
Magic-Link Authentication
Clients authenticate exclusively via magic links:
- Each login sends a fresh link to their email
- Links expire after 15 minutes for security
- No passwords to manage or reset
- Works across all devices
First-Time Experience
When a client first accesses their portal:
- They click the magic link in their email
- They land on their portal dashboard
- They see their shows, recent episodes, and any pending deliverables
- If white-label branding is configured, the portal reflects your brand
What Clients Can See
The portal shows clients only their own content:
| Section | What's Visible |
|---|---|
| Shows | All shows belonging to this client |
| Episodes | Episodes across their shows with current status |
| Deliverables | Files submitted for their review |
| Activity | Recent actions and updates on their content |
| Comments | Their comment history and threads |
What Clients Cannot See
- Other clients' content
- Your internal team discussions
- Production costs or billing
- Pipeline stage names (they see simplified statuses)
- Other team members' names (unless you choose to show them)
Portal UI
Client Dashboard
The portal dashboard shows:
- Pending reviews — Deliverables awaiting their feedback (prominently displayed)
- Recent activity — What's happened since their last visit
- Episode progress — Current status of their active episodes
- Show overview — Their shows with episode counts
Episode View
Clients can view their episodes with:
- Episode title and description
- Current status (simplified: In Progress, Ready for Review, Approved, Published)
- Deadline information
- Associated deliverables with status
Deliverable Review
When reviewing deliverables, clients can:
- Play audio/video in the Review Player
- Download files
- Leave timestamped comments
- Approve the deliverable
- Request revisions with notes
Approval Workflow
The portal integrates with preroll.io's deliverable approval workflow:
Approving
- Client opens a deliverable
- Reviews the content (plays audio/video, reads document)
- Clicks Approve
- Optionally leaves a comment ("sounds great!")
- Producer is notified immediately
Requesting Revisions
- Client opens a deliverable
- Identifies something that needs changing
- Clicks Request Revision
- Writes feedback explaining what to change
- Optionally adds timestamped comments on specific moments
- Producer is notified with the revision details
Activity Feed
The portal includes a real-time activity feed showing:
- New deliverables submitted for review
- Episode status changes
- Responses to their comments
- New episodes created for their shows
The feed helps clients stay informed without needing constant email updates.
Notifications
Clients receive email notifications for:
| Event | Email Content |
|---|---|
| New deliverable | "A new [type] is ready for your review" with magic link |
| Episode update | "Your episode [title] has moved to [status]" |
| Comment reply | "The producer replied to your comment on [episode]" |
| Episode published | "Your episode [title] is now live" |
Each email includes a magic link that takes the client directly to the relevant content.
Branding
The client portal supports white-label branding (Studio plan):
- Custom logo — Your brand logo in the portal header
- Accent color — Buttons and highlights use your brand color
- Display name — Your business name instead of "preroll.io"
- Custom domain — (Coming soon) Use your own domain for the portal
See White-Label Branding for configuration details.
Security
Access Control
- Clients can only see content explicitly associated with their client record
- Portal sessions expire after 30 days of inactivity
- Magic links are single-use and time-limited
- All portal traffic is encrypted (HTTPS)
Client User Accounts
Client portal users are separate from producer accounts:
- They authenticate via
client_user_id, not org membership - They cannot access the producer interface (
/app/*routes) - They have no visibility into your organization structure
- Revoking portal access immediately locks them out
Managing Portal Access
Revoking Access
To remove a client's portal access:
- Open the client's profile
- Go to Portal Access
- Click Revoke Access
The client immediately loses the ability to log in. Their comment history and approval records are preserved.
Multiple Contacts
If a client has multiple people who need portal access (e.g., a host and a marketing manager):
- Each person gets their own magic-link email
- All contacts see the same content for that client
- Comments are attributed to the individual who left them
Tips for a Great Client Experience
- Submit deliverables promptly — Clients appreciate quick turnaround
- Use clear deliverable names — "Episode 12 Final Mix" not "export_v3_final_FINAL.mp3"
- Add context — Include descriptions on deliverables so clients know what they're reviewing
- Respond to comments quickly — The activity feed shows response times
- Configure branding — A branded portal looks more professional than a generic one