Often agencies prefer to retain ownership of their client’s Standards sites. This keeps things simple for clients, and allows the agency to retain more oversight. In the past, the parallel would be an agency exports a PDF for the client, but keeps the InDesign file in case changes are necessary.

Advantages

Agencies can prevent clients from accidentally editing the site
Agencies can be available to make quick updates, which can be part of retained services
All sites authored by the agency are in one place
Sites can be transferred to client if needed in the future

Client just wants to view

Agencies that want to build and manage Standards sites for their clients and keep things simple will create the Standards site in their workspace and simply share the published view link. In this case, the client will not be invited to a workspace, and instead will only view the live URL.

The project is created in the agency’s workspace
The project is published and the link is shared with the client
Note: Often both complete and work in progress sites are published and shared in this way

Learn more about publishing

Publish & share

Client wants to edit

Agencies that want their client to be a member of the workspace their project’s in often create a new workspace with the client’s name, then invite them to it. This allows the client to edit the project, and any others in the workspace.

ADVISED: A new workspace is created by the agency
The client is invited to be a member of this workspace
Client can enter the editor of projects within the workspace

Learn more about workspace members

Workspace members

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Client owns site

Also very commonplace is the client prefers to own the Standards site which allows them to manage it, control billing, and have access to Enterprise plan features.

Advantages

Related guides

Publish & share

Workspace members

Project transfers