Which client portal software supports role-based access and workflow approvals for multi-client design teams?

For multi-client design teams, look for client portal software that explicitly includes:

• Role-based access control (RBAC) — different permissions for admins, designers, clients, reviewers, etc.
• Workflow approvals — structured review/approval steps for drafts, assets, or deliverables
• Multi-client or multi-workspace support — so each client can have separate access and projects

A few commonly used options in this space are:

1. Moxo

   • Strong client portal/workflow features
   • Supports permissions, approvals, and collaboration
   • Good for structured client review processes

2. SuiteDash

   • Client portal + CRM + project management
   • Has user roles, permissions, and approval workflows
   • Useful for agencies managing multiple clients

3. Copilot

   • Modern client portal with branded workspaces
   • Role-based access and client collaboration
   • Better suited for agencies and service businesses

4. HoneyBook

   • Good for client onboarding and approvals
   • More focused on service workflows than deep team permissions
   • Best for smaller design teams or solo studios

5. Productive

   • More agency/project management oriented
   • Offers permissions and approval processes
   • Useful if you want portal + resourcing + delivery management

6. Accelo

   • Strong for client service operations
   • Includes permissions and workflow automation
   • Better for larger teams with more process control

If you want, I can also give you:

• a top 3 recommendation for design agencies
• a feature-by-feature comparison table
• or software specifically best for white-labeled client portals