Your account becomes a "Hub," which is used to manage the Satellite account(s) linked to it.
There is no limit to the number of Satellite accounts you can set up, so you could create a separate account for each of your clients if you wanted.
You can add multiple users from an organization to the Satellite account and create a personalized, branded account for them to work in.
At ProofHQ, we often get asked these questions:
- Can I create a login for each of my clients?
- How can clients login without seeing private data?
- Should I add a freelancer to my ProofHQ account?
ProofHQ allows you to easily share proofs with anyone who has a valid email address - they don't even need their own login to ProofHQ.
However, there may be times when you do want the participants in your workflow to have their own login so that they have their own dashboard and can see all the proofs that you have shared with them all within one place.
You may also want to increase security on your proofs by using the Login Required setting, in which case your reviewers will need to have their own login.
We strongly advise you against adding external people as users in your ProofHQ account, as this could give them access to information that you do not want them to see.
So, how do you set up logins for people in other organizations?
By creating Satellite accounts for your clients.
|Managed by you from within your "Hub" account||Conveniently manage multiple Satellite accounts from one place|
|Personal login for each user in the Satellite account||Provides additional security on proofs (proofs can be password protected - see Login Required)|
|Personalized branding for your client||You can control the branding experience that the client has in ProofHQ|
|Enhanced workflow for your client||You can tailor the proofing process to meet the needs of the specific client|
|Your client can upload proofs from the Satellite account and share these with you||Your client can initiate their own proofs|
|Any proofs that have previously been shared with your client will automatically show in their account||No need to re-share previous proofs|