Help with Watson.
Find steps for setting up Studio, managing projects, and helping clients use Portal.
Studio guides
Getting started
- Welcome to StudioFind the main parts of your agency workspace.→
- Create your accountJoin the Open Beta, verify your email, and choose a workspace plan.→
- Set up your workspaceAdd your agency details and check who can use Studio.→
- Invite your teamGive a coworker access to your agency workspace.→
- Try a project workflowPractice with an internal project, an action item, and a dated milestone.→
Projects
- Projects overviewSee what belongs in a project and what clients can see.→
- Create a projectStart a project for a client or for your own team.→
- Milestones and My WeekPlan project checkpoints and find work due soon.→
- Rename a projectChange the project name your team and clients see.→
- Change a project bannerAdd, replace, or remove the image at the top of a project.→
- Archive or restore a projectHide a project from active views and restore it when work resumes.→
Work management
Clients & portal
- Client Portal overviewSee what clients can find in Portal and where to control it.→
- Add a clientAdd a client organization to your Studio workspace.→
- Share work with clientsChoose which projects and files clients can see in Portal.→
- Manage portal accessCheck who can use a client's Portal and what sections they can see.→
- Edit a client's detailsChange the name, domain, or private notes your agency keeps for a client.→
- Archive a clientMove a client out of your current list without deleting their history.→
- Choose primary client contactsPin the people your agency contacts at a client.→
- Invite a client userSend someone at a client an invitation to Portal.→
- Remove a client user from PortalStop one person from seeing your agency's work in Portal.→
- Client organization lifecycleSee how a client's organization is looked after as the client settles into Watson.→
- Understand client ownershipUnderstand the first Owner and your agency’s stewardship grant.→
- Send a file for client reviewSubmit a file for review, withdraw it, and resubmit after changes.→
- Milestone sign-offChoose who at a client can sign off a milestone, then request their approval.→
- Message a clientSend a direct message to a client contact from the Inbox.→
- Remove a client contactRemove someone from a client's contact list while keeping their Network contact and Portal access.→
Billing
- Plans and pricingCompare Community and Studio monthly and annual pricing, included storage, and storage overage rates.→
- Subscription discountsUnderstand what a subscription discount covers and how long it lasts.→
- Apply a referral codeUse a referral code at Studio Checkout and check the discount before paying.→
- View your Watson invoicesFind your agency's Watson subscription and storage invoices in Plan & Billing.→
Help a client use Portal
Find answers about sign-in, shared work, and feedback.
Getting started
Troubleshooting
- A client can't sign inCheck the Portal link, invitation, and sign-in steps.
- A client can't see a projectCheck client access, project sharing, and Portal settings.
- Approvals and feedbackHelp a client who cannot review a shared file.
- A client user is waiting for approvalHelp someone who accepted your invitation but cannot open Portal yet.
- Who can approve a reviewHelp a client whose team member cannot approve or request changes on a file.