Skip to guides
ShowworkHelp centreGo to portfolio

The Portfolio handbook

Less figuring it out.
More making it happen.

From your first collection to a shareable showcase. Clear, practical guides for your identity, media and client testimonials.

35 practical guides

Your public showcase.
A clear next step.

Identity · Work · Client stories
35 guides

Understand when saved changes appear publicly

Avoid looking for a delivery-style approval or publish workflow in your portfolio.

Before you begin

The portfolio owner.

Here’s how to do it

  1. Edit Identity, Work or Testimonials using the section’s own controls.

  2. Wait for the save or upload confirmation.

  3. Open Preview live site or refresh the already-open public tab.

  4. Check the actual saved content and testimonial visibility rather than assuming the editor’s unsaved fields are live.

  5. If changes are missing, verify the selected portfolio and retry the appropriate save only after checking the result.

What happens next

You distinguish saved public presentation from unsaved edits.

Good to know

The inspected portfolio editor does not use the Marketing Workspace internal/client approval workflow. Testimonial approval is its own visibility control. Account or agency billing availability may still affect access.

Based on the Portfolio interface reviewed 27 October 2026. Options can vary by role, plan and channel access.