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Release 12.0
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Approvals
Standards sites are managed and handed off between agency and client in a range of ways. This guide outlines common cases and considerations.
In this guide:
Agency owns site
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
Related guides
Publish & share
Workspace members
Project transfers