Please refer to the portal guide to setup and share the portal.

Portal Guide

Admin Workspace

Internal SOP

Project Tracker

Task Manager

Idea Vault

Creative Assets

Meetings

Invoices/Payments

Client Management

Client Details

Strategy

Brand Guidelines

Content Tracker

Content Approval

Marketing Initiatives

Marketing Calendar

Report & Analytics

Analytics

Report Hub

Please don’t delete

Admin Databases

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Social Media Management for [Client Name]

Welcome to your dedicated Project Admin workspace. This internal hub provides comprehensive control over a client project. Any updates made within its databases will seamlessly sync to the corresponding client portal, ensuring seamless collaboration with your client while keeping your internal operations private.

Below is your dedicated Client Portal, designed to be shared directly with your clients. It provides a transparent and collaborative space, automatically reflecting all project updates and data from your internal team workspace. Before sharing, simply customize this portal to align with your client's brand and project specifics, ensuring a seamless and professional experience.

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[Client Name] - Portal

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Tasks

View your tasks for today and upcoming week.

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Project Updates

See your project milestone progress for this week and what’s behind schedule.

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Content at a Glance

Your scheduled and published content for today and the upcoming week.

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Meetings

View your upcoming meetings here.

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For Personal Use Only. Please note that this template may not be modified for commercial purposes or resale in its original or any altered form.

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