Understanding Your Account: Organization, Client Workspaces & Portals

Modified on Thu, 5 Nov at 6:43 PM

Your Revelator account has an Organization Workspace (the parent account), the Client Workspaces under it (the child accounts), and Portals. Each artist, sub-label, or client gets its own Client Workspace, where they create catalog and submit it for review. 

Before you begin

What each account can and can't do

AccountCanCan't
Organization Workspace
(parent account)
  • Create and manage Client Workspaces.
  • Inspect, approve, and deliver releases.
  • Import revenue, run royalties, and pay statements.
  • See all catalog and analytics.
  • Manage branding, white label, and which features Client Workspaces see.
  • Hold catalog or create releases itself.
Client Workspace
(child account)
  • Create releases and send them to distribution (each release goes through the Organization Workspace's inspection first).
  • View its own catalog and analytics.
  • See its balance and statements in Transactions.
  • Add payees to its releases through Track Splits.
  • Create Artist and Label Portals.
  • Inspect or approve releases (the Inspection queue).
  • Access Finance or Royalties.
  • See other Client Workspaces' catalog.
  • Change branding.
Artist Portal / Label Portal
  • View the releases linked to that artist or label, and their analytics.
  • Create, deliver, or take down releases.
  • See royalty statements or receive payments.
Payee Portal
  • View the catalog they are paid on, their royalty statements, and revenue analytics.
  • Manage catalog or distribution.
  • Have more than one user.


Note You can switch between your Organization and any Workspace using the Account Switcher in the top-left corner of the platform.

Team members inside each account can be limited further with access levels (see below).

Understanding your Organization Workspace 

(parent account)

Your Organization Workspace is the top-level account. From here, you manage account-wide settings, your clients, and all core workflows. Your internal team can reach every section: Clients, Catalog, Distribution, Rights, Finance, Royalties, Trust & Safety, Analytics, and Insight Hub.

Important The Organization Workspace can't hold catalog. Releases always live in a Client Workspace, so even a label with no clients needs one Client Workspace for its own catalog.
Note To move between accounts, click the logo in the top-left corner to open the Account Switcher. The line under each name shows the account type: Organization Workspace, Client Workspace, or Artist, Label, or Payee Portal. If it says Portal, the account is view-only.

Team member access levels

You set permissions one section at a time, so team members get exactly the access they need.

  1. Go to Account Settings → Team Members.
  2. Invite your internal staff.
  3. Assign an access level for each section:
Access levelWhat the user can do
No AccessThe user can't see or open the section.
ViewThe user can see data but can't make changes.
EditThe user can see and modify data in the section.
Note Because access is set per section, you can give someone Edit access to Distribution and only View access to Royalty Accounting. That gives them supply chain access without financial reporting.

If you can't open a section or save a change, your access level for that section is probably No Access or View. Ask an admin on your account to change it.

Client Workspaces

(child account)

Most of your work in your Organization Workspace is managing Client Workspaces, the accounts that belong to the labels and artists you work with. Clients create a catalog and submit their music to you. You keep full oversight. Their catalog, distribution activity, royalties, and statements are all managed under your Organization Workspace.

  1. Go to Clients → New Client to create the Client Workspace.
  2. Invite users to that Client Workspace.
  3. Assign each user an access level.

Your invited users can now create releases, upload tracks, and submit them for your review.

A Client Workspace sees Home, Catalog, Transactions, Analytics, and Insight Hub. Every Client Workspace is also a payee: you pay it for the revenue its catalog earns, and it sees its balance and statements in Transactions. A Client Workspace can also add payees to its own releases through Track Splits.

Each entry in Clients shows the number of members, the Trust Score, the lock status, and any notes you've added. To see all feedback and flags for a Client Workspace in one place, open Client Feedback.

Note Client Workspaces don't have their own branding. Branding and white-label settings are applied in the Organization Workspace. These include your custom domain, login and signup screens, and which features your clients can see. If a client needs a fully branded dashboard of their own (for example, to give to their own artists), they need their own Organization Workspace instead of a Client Workspace under yours.

Artist and Label Portals

A Client Workspace can give an artist or partner label view-only access to part of its catalog, based on the artist or label name in the release metadata. They can see those releases and their analytics, but can't create, deliver, or take down releases.

Important An Artist or Label Portal doesn't show royalty statements. To let an artist see their statements too, also add them as a payee on a contract. You can use the same email address for both.

Payee Portals: a different kind of access

Not everyone who needs to see your catalog needs a full Client Workspace. When you add someone as a payee on a contract, you can invite them to a Payee Portal. It's a dedicated, view-only login where they can see their assets and statements. They don't get access to catalog management or supply chain features.

A Payee Portal belongs to the Organization Workspace, so one payee can be paid on catalog from several Client Workspaces. Only one user can access each Payee Portal.

Choose the structure that fits your business

Some customers run a single catalog Client Workspace for the whole label. Others give each artist or sub-label its own Client Workspace. Both setups are supported, so choose the one that fits how your business runs. Either way, your catalog always sits in at least one Client Workspace.


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