HOW IT WORKS

From chaos to clarity in four steps

PortalOS replaces the fragmented tools agencies depend on — email threads, shared drives, and chat groups — with a single system designed for how creative agencies actually work.

Create your studio

Set up your agency profile in under 2 minutes. Add your branding, upload your logo, and configure your workspace settings. Your studio becomes the central hub for all client work.

Agency name and branding
Brand color & theme
Workspace preferences
Default notification settings

Invite your team

Bring your entire team into PortalOS. Assign roles and permissions that match your agency structure — owners, admins, and members each get exactly the access they need.

Role-based permissions
Team directory
Activity tracking
Member onboarding flow

Create client portals

For each client, PortalOS generates a white-label portal. Your client sees your branding and only the projects they’re involved in.

White-label per client
Magic-link client access
Project-based access
Client-specific branding

Share, deliver, approve

Upload deliverables, collect structured feedback through approval workflows, and keep every stakeholder in sync with real-time updates.

Structured approval rounds
Version-controlled files
Real-time status updates
Comment threads per deliverable

Ready to streamline your agency?

Set up your studio in under 2 minutes. No credit card required.

Start Free Trial