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.

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 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.

Your whole team shares one shelf, so an admin or 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.

To see all of one client's series:

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.

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.

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. 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.

Who can do what#

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