Brand studio client portal
A command center portal where a brand agency runs approvals, brand guidance, rollout readiness and partner kits with a client.
- Industry
- Agencies
- Team
- Client services, Marketing
- Use case
- Client portals, Project management, Client onboarding
- Tags
- Approval workflow Client delivery
- Includes
- 4 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Approval room
Page · Embedded on site route /approvals · Requires sign-in
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Brand positioning workshop summary
Page · Embedded on site route /brand · Requires sign-in
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Rollout readiness review
Page · Embedded on site route /rollout · Requires sign-in
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Cafe partner rollout kit
Page · Embedded on site route /partners · Requires sign-in
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Dashboards
App · Client routes: /, /approvals, /brand, /desk, /partners, /results, /rollout, /team · Requires sign-in
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Tasks
App · Client routes: /rollout
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Project Chat
App · Client routes: /desk
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Forms
App · Client routes: /approvals
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File Request
App · Client routes: /desk
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Files
App · Client routes: /files
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Onboarding
App · Client routes: /getting-started
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for brand and design agencies managing a brand refresh. The client sees approvals, the brand system, rollout readiness, a partner kit, a brand desk for requests, results, files and a getting started page, arranged on bento grids. The agency keeps a separate team workspace for administration.
- Home with refresh status, key dates and items waiting on the client
- Approval room with gates and forms
- Shared brand and rollout documents open inside the portal
- Rollout and partner pages with tasks and live chart blocks
- Brand desk with chat and file requests
- Results and files areas
- Agency-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the command center
Open the live demo and move from the home status into Approvals and Rollout.
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Map your brand program
Decide which approvals, guidance and rollout steps your clients should see.
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Plan client access
Choose which pages require sign-in in your own Site. The linked portal opens the client-facing pages publicly; the team workspace still requires sign-in.
Frequently asked questions
What does Brand studio client portal help me do?
A command center portal where a brand agency runs approvals, brand guidance, rollout readiness and partner kits with a client.
What is included in this template?
It includes Home with refresh status, key dates and items waiting on the client, Approval room with gates and forms, Shared brand and rollout documents open inside the portal and Rollout and partner pages with tasks and live chart blocks.
Who is this template designed for?
It is designed for Client services and Marketing teams working in Agencies.
What should I review before using this template?
Open the live demo and move from the home status into Approvals and Rollout. Decide which approvals, guidance and rollout steps your clients should see.
Who can see the team workspace?
Only the agency team. It sits behind sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.