Portfolio & Agency Directory

Portfolio entries showcase projects in your workspace's portal. The agency directory is a separate public listing of agencies and has its own profile and approval process.

Create a Portfolio Entry

Enable the Portfolio module in Workspace Settings. Team members use service permissions to view, create, edit, or delete portfolio entries.

1. Open Services > Portfolio and choose the create action.
2. Enter the title and project description.
3. Add a featured image and optional gallery images.
4. Add the client name/logo, project URL, completion date, category, tags, and testimonial as needed.
5. Associate relevant services where useful.
6. Choose whether the entry is published and/or featured, then save.

Image uploads support JPEG, PNG, GIF, and WebP, with a maximum of 50 MB per image. Smaller images are easier for visitors to load.

Review the Portal Portfolio

Open the workspace portal's Portfolio page and confirm that published entries and their details appear correctly. Visitors can use the available search, categories, service filters, and sorting controls.

An unpublished entry remains available for team editing but is excluded from the public portfolio. Featuring an entry highlights it; publication still determines whether it is visible. Use the team portfolio list to edit, reorder, or remove entries.

Create an Agency Directory Profile

The owner's plan must include Directory listing. Open Workspace Settings > Directory Profile.

1. Enter the agency name, tagline, and description.
2. Add the website, location/timezone, services, and industries.
3. Add contact details, social links, team size, founding year, and starting price as appropriate.
4. Upload a logo and cover image.
5. Add selected portfolio examples with their titles, descriptions, images, and links.
6. Save the profile, then use the publish/submit action to send it for review.

Directory logo uploads have a 2 MB limit; cover and directory portfolio images have a 5 MB limit each.

Approval and Publication

A new submission remains pending until approved. Public directory results include profiles that are both published and approved. Saving the profile or submitting it for review does not guarantee it is already visible publicly.

Use the profile's status to track review. An approved, published profile can be unpublished from the same page. If you submit it again, check the resulting approval status.

Directory portfolio examples belong to the directory profile. Publishing a portal portfolio entry does not automatically add it to the directory profile.

Troubleshooting

• Portfolio is missing: check the Portfolio module, service permissions, and portal navigation settings.
• An entry is absent publicly: confirm it is published in the correct workspace.
• The directory listing is absent: check both publication and approval status, and the owner's directory feature access.
• An image fails to upload: check its image type and the relevant upload limit.