Agency client workspaces

What a client is#

A client is a folder for one author, imprint or publisher you work for. It holds the books you make covers for, the logo and notes you keep about them, the client's brand kit, and the marketing kit built from each book's cover. Clients are unlimited on every Enterprise plan.

To build a book's marketing kit, set a brand kit or send a review link, see Marketing kit.

Clients are part of the Enterprise plans. If your account has no Enterprise subscription, your dashboard works exactly as before and no client controls appear.

Create a client#

1. Open /enterprise-dashboard.
2. Find the Clients panel.
3. Type the client name, add a note if you want one, and select Add client.

You can also create a client from your shelf while you file a book. See File a book under a client.

Only the workspace owner can open /enterprise-dashboard. Editors create clients from the shelf.

The client appears in the list straight away. Each client gets a short name-based tag (its slug) shown under the name. That tag names the folders inside your export files, so keep the client name short and recognisable.

Two clients with the same name get different tags: the second one gets a number added.

Add a logo#

1. Find the client in the list.
2. Select Add logo (or Replace logo if it already has one).
3. Pick a PNG, JPG or WebP file of 2 MB or less.

The logo appears next to the client name. It is checked automatically before it is saved.

File a book under a client#

1. Open /account-dashboard.
2. Find the book on the My Books tab of your shelf.
3. Use the dropdown under the book cover and pick the client.

Pick Unassigned to take a book out of a client again. A book belongs to one client at a time.

To file a book under a client that does not exist yet:

1. In the dropdown under the book cover, pick New client….
2. Type the client name.
3. Select Create and assign.

BeYourCover creates the client and files the book under it in one step. The owner can add a logo later in the Clients panel on /enterprise-dashboard. Notes can be added only when you create a client in that panel.

Your whole team shares one shelf, so the owner or an editor can file a teammate's book. Reviewers cannot: the control does not appear for them.

The book and the client must belong to the same Enterprise workspace. If you own one workspace and sit as a reviewer on another team, you can see that team's books on your shelf, but you cannot file them under your own clients. The same rule covers series, a book's campaign details, its brand kit, its marketing kit and its review links: you change those only in the workspace that holds the book.

Series under a client#

A series groups books that share a look. A series can also belong to a client, so all the work for one author sits in one place.

To put a series under a client:

1. Open /account-dashboard.
2. Select the Series tab.
3. Pick the client in the dropdown at the top right of the series.

Pick No client to take the series out of every client again. Pick New client… to create a client and put the series under it in one step.

To see all of one client's series (owner only):

1. Open /enterprise-dashboard.
2. Find the client in the list.
3. Select Series.

Each series shows its name and how many books it holds. You can move a series to another client from here too, with the dropdown next to its name.

A series moves as one. Every book in it follows the series to the new client, so you never have to move the books one by one. A book you add to the series later, or its next book, goes under the series' client too.

On your shelf, a book that belongs to a series shows the series name under the client dropdown, with its number in the series when it has one.

Filter your shelf by client#

Once you have clients with books, a row of buttons appears above your shelf:

• All — every book on the tab.
• One button per client that has books on that tab.
• Unassigned — the books with no client yet.

Each button shows how many books it holds. The counts do not change when you pick one, so you can always see where the rest of your books are.

On the My Books tab, the filter covers your whole library, not only the page you are on. Pick a client and the shelf shows all of that client's books on one list, with no page buttons. Pick All to go back to the pages.

Rename or archive a client#

Select Rename to change the name. The client tag changes with it, so new export files use the new name. Files you already downloaded keep their old names.

Select Archive when you finish working with a client. An archived client:

• Disappears from the Clients list until you turn on Show archived.
• Cannot be picked for a book any more.
• Keeps every book already filed under it, with its name still on the shelf filter.

A client is never deleted, so its books and past work keep their history. Select Restore on an archived client to bring it back.

Send a client a review link#

A review link is one URL you send your client. They open it on a phone, look at every marketing asset for a book, and approve each one or ask for changes with a comment. They need no account and no password.

What your client sees:

• The takes you chose to send, as a grid of thumbnails grouped by where each is published. Two takes of one asset show side by side, each named by its take. A take you did not send is not on the page and cannot be opened from it. A link made before you could pick shows the newest take of every asset. Tapping one opens it full size, where they can step through the whole kit and leave a comment.
• The four copy documents (Listing kit, Ads kit, Social copy and Launch calendar) as text cards that show the opening lines. Tapping one opens the full text, which they can read and comment on like any other asset.
• Approve and Request changes on each asset, plus Approve all.
• On the Scale plan, the workspace owner's account name and profile picture instead of BeYourCover's branding.

Their marks are held on the page until they press Send. So a client can work through a whole kit, change their mind halfway, and you still get one email at the end — not one per asset. Each round they send is one email, listing what was approved and what needs changing, with their comments.

What the link does not give them: anything from another book, and the full-size files. The page shows a preview of each asset, and only while the link is live.

A link lasts the time you pick when you create it: 7 to 90 days, 30 by default. You can revoke it before then. A trial workspace can create one review link in total, kit or concept, and a revoked link still counts. While the workspace plan is not active, you can still revoke the links on the books you can open. After either, the page says the link is closed and shows nothing else — so a forwarded link stops working the moment you revoke it.

You create and revoke links in the Client review panel on the book's kit page, and the client's decisions show as badges on the kit's tiles. The steps are in Marketing kit.

Send an author cover concepts#

A concept review link sends an author a few cover directions for one book. They open it on a phone, see each cover large, mark one as their pick, and approve or ask for changes on each cover with a comment. They need no account and no password.

To send one:

1. Open the book's covers and select Concept review in the header (on a phone, in the menu).
2. Select Create a concept review link.
3. Tick 2 to 8 covers. The number on each tick is the concept number the author sees: Concept 1, Concept 2, and so on.
4. Optionally add the author's name and an email address to send it to, and pick how long the link lasts (7 to 90 days, 30 by default).
5. Select Create link, then Copy link to send it yourself.

What the author sees:

• Only the covers you ticked, each as a large preview. A cover you did not tick is not on the page and cannot be opened from it. Tapping a cover opens it full screen; they step through the covers with the arrows.
• Pick this cover on each cover. One cover is their pick at a time; picking another moves it.
• Approve for a quick yes, and Comment to open the cover full size. There they choose Approve or Needs changes, write a comment, and select Save feedback. A change request cannot be saved without a comment, so you always learn what should change. Their saved comment shows on the cover's card.
• On the Scale plan, the workspace owner's account name and profile picture instead of BeYourCover's branding.

Their feedback is held on the page until they press Send, so you get one email per round. The email names their pick and lists the covers that need changes, with the comments.

To read the feedback, select Concept review. Each link lists every cover with its thumbnail, the pick, the decision, the comment, the author's name and the date. Select a thumbnail to see that cover full size with the author's feedback under it. The cover tiles also show Author's pick, Approved or Changes requested, with the first lines of the comment. Select a badge to open the full feedback. Everyone on the team sees the badges, reviewers included, but for a reviewer a badge opens nothing.

A concept link is pinned to the covers you ticked. A cover you make later is not on it: create a new link to send it.

The page shows a 1080-pixel-wide preview of each cover, never the full-resolution file, and only while the link is live. On a trial workspace, the preview carries the trial watermark. Select Revoke to close a link. Expiry works as for a kit review link. While the workspace plan is not active, the Concept review window does not open, so you cannot create or revoke concept links there.

Clients through the API and AI agents#

The API and the MCP server read and change the same clients:

• List your clients, with the number of books each one holds.
• Create a client with a name and notes.
• File any team member's book under a client, or move it back to Unassigned.
• List only the books of one client.

The roles below apply there too: a reviewer can list clients but cannot create one or move a book. Add a logo, rename or archive a client in the app.

Who can do what#

There is no admin role for teammates: the owner is the workspace admin. Editors and reviewers cannot open /enterprise-dashboard, so the Clients panel is the owner's.

Team roles are explained in Account, plans, credits, and teams.