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Roles & Portals Guide

Getting Started Updated 18 Jul 2026

App Suite roles

Artists see My Tasks, shots, dailies, farm, and Help Center. Producers/supervisors add production health, bidding, and review queue. HR sees attendance, leave, payroll. Finance sees invoices and registers.

Client portal

Clients use a separate login or token links for review - no paid App Suite seat required.

Overview

Artist, producer, HR, finance, and client portal - who sees what.

Steps

  1. Sign in and confirm your profile under My Profile.
  2. Check in on the Attendance page before starting work.
  3. Open My Tasks or My Shots for assigned work.
  4. Use Ctrl+K to search pages, shots, issues, and help articles.
  5. Bookmark this Help Center category for your role.

Gotchas

  • Sidebar links hide when a module is disabled in Studio Settings.
  • Timestamps use the studio timezone - not your laptop travel zone.

Cross-links

  • Getting Started - see Help Center
  • Module Configurator Guide - see Help Center
  • Client Portal & Share Links - see Help Center

Try it now - opens live in your studio

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