If your agency or team invited you as a reviewer, the client portal is your private space to review the work shared with you, leave feedback, and approve deliverables. You only see what your team has published to you.
What reviewers see is the live view (/portal). Your working page for this client is the Client Portal (/clients/...). Finalize on the Reviews tab. Do not call the live view “Client Portal” in staff screens.
You don't need to learn the whole app. The portal shows only your workspace, your deliverables, and the requests that need your input.
Finding your way around
After signing in you land on your workspace. If you belong to more than one, pick the one you want from the list.
The Deliverables tab is where creative work appears, grouped by brand. A badge shows how many items are still awaiting your review.
Open any deliverable to review it. The page names the current Version N and whether it is ready for your review, approved, or a revision is in progress. If your team shared a Gamma presentation, you'll open that deck (the outline is hidden) and can download the export file when it is available. Pictures such as logos and icons appear as images you can download. Other documents show as formatted pages with a Word download (including on a shared review link). Color palettes show clickable color chips. Approve or request changes first, then leave comments if you need to. Published versions can also include Final files to download.
The Files tab is where your team requests materials and shares reference files. You will see open requests, Your uploads, and Files from your strategist. You can upload files they asked for, or send files on your own. Uploads cannot be withdrawn. Final deliverable packages stay on the deliverable itself, not in this list.
Leaving feedback and approving
- Comments let you ask questions or note small changes. They're visible to your team and other reviewers on the item. Your agency can also reply from the Client Portal Reviews tab in the app.
- Versions show older copies when the team has sent an update for review. While they work on the next version you may see Revision in progress — you still see the last version they shared, not the unfinished draft. The first time you open a newly shared item, you may see “This is the first version” — that is normal, not an error. Compare appears after an update.
- Approve signals the deliverable looks good to you. When several reviewers are assigned, you'll see progress like "2 of 3 approvals."
- Request changes sends it back with a note explaining what to adjust.
- Bulk review lets you approve or request changes on several deliverables at once from the Deliverables list.
Your feedback goes to the agency owner, who sets the final outcome. You'll see the final status on each deliverable.
Responding to requests and input
- Files is where your team asks for uploads and shares reference files. You can upload more than one file while a request is open. It stays open until your team marks it complete or it expires. PDF, Office, images, CSV/TXT, SVG, ZIP, or design sources up to 50MB.
- Your input is where you answer short questions the team needs from you. Type your response and submit — you can update it until the team marks the request complete or removes it. Your answers stay with the team as notes; they do not automatically change the brand strategy.
Downloading your approved work
If the item has a Gamma presentation, open the deck from the review page instead of downloading an outline. Use Download export when a Gamma file (such as PowerPoint or PDF) is available. For pictures and other files, use Download on the item. For documents without a deck, open the item and use Download Word (or Markdown) — this also works on a no-login review link. From the Deliverables page you can also use Download approved pack to get a ZIP of your approved deliverables plus a summary for your records.
If you can't find a deliverable, it may not be published to you yet. Ask your agency or account contact to share it.