Clients and approvals·Video · 27 sec · 5 steps · November 4, 2026

Share your content plan and Grid with a client

Invite your client to their portal to see their Grid and what’s coming up, and share the month’s plan for them to approve.

1. 01

   Invite your client

   On the Grid, press Share with your client, or open the Suite’s Settings › Portal & invites. Add their name and email and choose what they can do: Full collaboration, Low collaboration, Comment only or Viewer.

   

2. 02

   They sign in with a code

   They get an email with a link to their portal and sign in with a 6-digit code. There is no password to create.

   

3. 03

   Their Grid and what’s coming

   Their portal shows their Grid with your planned posts in the order they go out, what’s waiting for their approval, and what’s scheduled. They only ever see their own brand.

   

4. 04

   Share the month’s plan

   In Calendar › Planner, plan concepts, planned posts and marketing plans, then press Share plan for approval. Your client approves the plan, or asks for changes, from their portal.

   

5. 05

   Approvals from the email too

   When you send posts for approval, your client can approve each one straight from the email.

   Approve posts from the email →

Next tutorial

Invite your team →Getting started · 40 sec

Try it in Postfolio

Open a Suite and choose Grid.

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