Access and administration
Share sites with clients
Give customers focused access to review a Site Studio project.
Site sharing connects selected people to a specific website and opens the customer review experience without exposing the full editing workspace.
What this workspace includes
- Share with client action
- Client invitation or selection
- Site-specific access
- Review mode and comments
Complete workflow
- 1
Open the site menu
Choose Share with client for the intended site
- 2
Select or invite the person
Confirm the customer identity
- 3
Grant site access
Complete the sharing action
- 4
Verify review mode
Confirm the customer can open and comment on the site
How records and settings behave
- Site access is separate from general product editing
- Shared customers see My sites and review experiences
- Removing site access removes that review entry
Working effectively
- Share only the intended site
- Give reviewers a clear feedback goal
- Resolve comments in the site editor
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Share sites with clients?
Choose Share with client for the intended site
When is my work saved?
Site access is separate from general product editing
How do I confirm the result?
Return to the related list or detail view and review its current status. Removing site access removes that review entry