Agency workspace vs customer portal
Understand the difference between the full agency workspace and the scoped customer portal, and what clients can access.
Prerequisites
- Access to the EShopSet workspace
- A basic understanding of organizations, stores, and projects
Steps
- Identify the organization and store you’re working on.
- Open the related project and review tasks, runs, and artifacts.
- Use the portal for client-safe updates and documents.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If you can’t find a page/action, confirm your role permissions.
- If content looks out of date, check the project timeline and latest updates.
