Ongoing client work
Available jobs, conversations and request controls in the client view depend on the role and permissions. For ongoing work, first decide which information the client should access.
HOKUSH / Client portal and job sharing
Client portal: share work, files and feedback in context.
Communicate with clients through workspace access or a sharing link for a specific job in Hokush. Set the access scope to match the work in either workflow.
What does a client portal do?
A client portal gives clients a place to review available work information and files and join permitted conversations. In Hokush, the client workspace view depends on roles and workspace permissions; an external sharing link presents selected information for one job.
Which type of access fits the work?
Sharing a specific job
Select the title, description, status and target date fields to share. Choose files separately, review whether the conversation is enabled and set the link’s expiry.
How can you present a draft to a client?
Clarify the work and deliverable
For example, keep a campaign visual draft with its job. Describe the feedback you need and the version to review.
Choose visible information
Review shared fields and files. Keep internal team discussions in the appropriate private conversation.
Set the feedback channel
Enable the sharing conversation when you want client comments. Keep it disabled when the purpose is to present files and information only.
Keep the decision with the work
Review feedback in the job context and clarify the revision scope and owner. When the work is complete, review whether the link is still needed.
Before sending the link
- Have you selected the correct job and file version?
- Have you reviewed the shared fields and files?
- Does the conversation setting match the purpose?
- Are the expiry and recipient details correct?
- Are the feedback topic and expected respondent clear?
Frequently asked questions
Does a sharing link open the whole workspace?
A link provides access to selected fields and files for a specific job. It does not open the whole workspace or private internal team conversations.
Can clients send messages through every link?
Messaging depends on the sharing conversation setting. When the conversation is disabled, clients cannot send messages through that link.
Can I end access to a link?
You can revoke a sharing link or set its expiry. Revoking access does not delete the job’s files or messages, and it does not recall files already downloaded.
Can clients create requests?
Request creation in the client view depends on the role and workspace permissions. Review the scope of client workspace access separately from an external link for a specific job.