Nothing reaches a client until it’s published.
Pushing and publishing are separate steps. A contributor can push. An approver publishes. Until then, the work is a draft only your team can see.
A draft first, then published.
Your team pushes the work. It stays a draft until an approver publishes it.
- Pushed
- Draft
- Published
Clients see nothing until a report is published.
Check it before your client sees it.
Pushing and publishing are separate steps, so the work can be looked at before it goes out.
A push is a draft.
A report pushed to SnowDots arrives as a draft only your team can see.
Your team checks it first.
Your team can review each piece of work before the client sees it.
Roles decide who publishes.
A contributor can push. An approver publishes. Each role includes the ones below.
Then it’s in your portal.
What your client opens is what your team published.
Nothing before then.
Clients see nothing until a report is published.
A portal that looks like yours.
Clients open published reports in a portal that looks like your agency’s.
Exactly as your team made it.
SnowDots keeps the report exactly as your team made it. It does not rebuild it in a template.
Questions about review and publish.
Can a client see a draft?
No. Pushing and publishing are separate steps, and clients see nothing until a report is published. An approver publishes.
Who can publish?
An approver. A contributor can push. Each role includes the ones below it, so an approver can also push. See team access
What if the report needs changes?
Edits happen in your AI tool, not in SnowDots. Your team pushes the change again, and it arrives as a draft.
What do clients open?
A portal that looks like your agency’s. White-label goes past logo, colors and domain: the portal can follow your own design system. See the client portal