Create a collaboration portal and manage access

Create a shared portal for a creator or guest, set who takes part when you create it, share updates through messages, files, and milestones, and revoke access when the work ends.

Purpose

Create a collaboration portal for a creator or guest, share work through messages, files, and milestones, and revoke access when the engagement ends.

Who this is for

Owners and admins setting up a shared space with a creator or guest.

Prerequisites

Permission to create a portal in the workspace.
The creator the portal is for.
The email address of a guest you want to invite, if any.

Steps

Open collaboration portals and create a new portal.
Confirm the portal's owner and the creator it is for.
Invite one guest by email at creation if an outside collaborator needs access.
Share updates in the portal through messages, files, and milestones.
Review the participant list and each participant's role.
Revoke a participant's access when their part of the work ends.

Expected result

A portal exists with its owner, creator, and any invited guest, the team shares work through messages, files, and milestones, and access can be revoked when the engagement ends.

Verification

The portal shows its owner, creator, and any invited guest in the participant list.
Messages, files, and milestones you add appear in the portal.
A revoked participant can no longer open the portal.

If something goes wrong

A guest cannot open the portal: Confirm you invited the right email when you created the portal; guest access is set at creation.
A participant should no longer have access: Revoke their access from the participant list; access is removed rather than downgraded.
A file or message is missing: Confirm it was added to this portal and that the participant has not been revoked.

Permissions

Creating a portal and revoking access needs an owner or admin role; participants are set when the portal is created and a participant's access is revoked rather than changed.

Support

If a portal will not create or a guest cannot get access, ask a workspace admin first. LumenReach support can help with portal setup without accessing private collaboration content.