What partners see in the portal
Open the company, go to Partnership, and click Portal links to create a link for a sponsor contact. The portal shows their deliverables with every logged delivery and its proof, their results, and a thread for messages. Notes your team writes as internal notes never appear there.
Give a sponsor portal access
- Open the company from Sell → Companies and click the Partnership tab. The company must be a partner, which happens when you sign an agreement with it or click Mark as partner.
- Click Portal links, then New link.
- Enter the contact’s email, and optionally a name and when the link expires.
- Under Security, choose Require a PIN, Require the partner to sign in, or neither.
- Click Create and copy to share it yourself, or Create and email to email it to the contact.
Create one link per contact. From the same list you can copy a link, and from its ⋯ menu email it again, replace it with a new link, add or reset a PIN, or revoke it. The sidebar’s Deliver → Partner portal lists every partner’s portal in one place.
What the sponsor sees
The portal carries your logo and colors. A sponsor can move between these sections:
| Section | What’s there |
|---|---|
| Deliverables | Each deliverable with its status and due date, every logged delivery with its numbers and proof files, and specifications they need to meet |
| Approvals | Work you sent for approval; they approve it or request changes |
| Brand assets | Where they upload logos and creative for your team to review |
| Photos | Galleries you share with them to download |
| Performance | Results across their deliverables, video analyses linked to their company, published recaps, and a PDF export |
| Agreements | Their agreements with you and the files, once you send them for signature |
Every logged week, month, or quarter shows in the portal, with or without proof, so log proof before you save when you can.
What stays with your team
On a deliverable, the Activity card has two kinds of posts. An Internal note is visible only to your team, and you can tag teammates with @. A message to the partner appears in their portal.
Your checklist and the deliverable’s owner also stay internal.
Message a partner
- On the deliverable, click Message partner. The Activity composer switches to the partner.
- Pick which of the partner’s contacts should get an email. Only contacts with an email on file can be picked.
- Write the message and click Send to partner.
The message posts to the deliverable’s notes and feedback thread in the portal. Contacts you picked also get an email; if you pick nobody, it posts to the portal without emailing anyone.
When a sponsor writes a note in the portal, it appears in the deliverable’s Activity card, and your workspace owners and admins get a notification and an email.
Still stuck? Ask Flo in the app, or email support@sponsorflo.ai. We typically reply within one business day.