How to Share product assets with clients using Portals in Caimera

What Portals are for?

Sending product assets by email attachment or a pile of one-off download links is slow to assemble and impossible to keep track of. Once a link is out, you can't see who opened it, you can't revoke it, and there's no clean place for a partner to leave feedback.

A Portal replaces all of that with a single secure link. Your wholesale partners, marketplaces, and clients open the link and can browse, comment on, and download the assets you've shared with them.

Two things worth knowing up front:

• Recipients don't need a paid plan. Nothing on their end is gated.
• Recipients don't need a Caimera account. They open the link and they're in.

Before you start

• You need assets already in your Caimera workspace that are ready to share.
• Have your recipients' email addresses ready if you plan to invite specific members rather than share an open link.
• If you want the portal branded, have your logo file to hand.

Step 1 — Create a portal

Open Portals from your Caimera workspace using the left side panel → Create portal → Give the portal a name your recipient will recognise → save.

Step 2 — Organise assets

Inside the portal, create an asset groups → Name them by collection, season, SKU family, or delivery. Add the relevant assets to the group and repeat for each grouping you need.

Step 3 — Invite members & set access

Open the portal's Members tab to add recipients by entering their email addresses. Here, you can set each member's access level to control who has view, comment, and download permissions, and send invitations to the members.

The access is per-portal, so a partner only ever sees the portal they were invited to. Remove a member and their access ends. Invite the specific people rather than forwarding one link to a distribution list. Named members are what make the Analytics.

Step 4 — Add branding

Portals can also carry your own branding so the experience reads as coming from your brand rather than from a generic file-sharing tool. Open the portal’s Branding tab to add your logo and brand styling to your portal.

Step 5 — Track engagement

Each portal has an Analytics view showing how it's being used. Navigate to Analytics tab to see which member viewed the portal and which assets they viewed. This can be used to confirm delivery, identify inactive accounts, and understand which assets partners engage with most.

Step 6 — Check the recipient view

Before you send anything to a real client, open the portal using Open Portal button on top left and confirm the asset groups, branding, visibility, and downloads are all working correctly before sharing the link by simply coplying the preview URL.

Once you invite users, here’s what it looks like for them

Step 7 — How to Download Assets from Portal

To download files, select the assets in the portal, choose your desired file format, and download as a zip.

Portals provide your collaborators with a seamless, branded, and secure experience for accessing and reviewing assets. Start using Portals to work faster, avoid version chaos, and scale your business with confidence.

FAQ

Q. Does my client need a Caimera account?
No. They open the link and use the portal without signing up.

Q. Does my client need a paid plan?
No. There's no plan requirement on the recipient's side.

Q. Can clients leave feedback on assets?
Yes, commenting is built into the portal, so feedback stays attached to the asset instead of scattering across email threads.

Q. Can I stop someone from downloading but still let them look?
Yes. Access levels are set per member when you invite them.

Q. How do I revoke access?
Remove the member from the portal's member list.

Q. Can one portal serve multiple collections?
Yes. Use asset groups within a single portal rather than creating a new portal for every delivery.

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Have a question or running into an issue? Reach us via the chat bubble or at contact@caimera.ai.

Updated on: 11/08/2026