Staging easily moved to Publishing?

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1

A client and I are properly confused at this point. He purchased a workspace, then a CMS plan and it seems this is not enough to add me as an editor, he has to publish the site to a custom domain or staging?

If he publishes to staging (he has not purchased the domain URL yet):

  1. Can he add me as an editor?
  2. Will we later be able to move the finalized work to a custom domain?

I’ve tried Googling this and it isn’t very clear.

Any help or clarification would be helpful.

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2

Is the site in your client’s workspace?

If you’ve built and transferred the site, and you’re planning to do any ongoing design, then generally you’d have your own freelancer or agency-level workspace, and your client would guest-invite you into their workspace.

Your client doesn’t need to purchase a workspace. The free workspace works fine. Since they already have the CMS site plan, the site should have all of the capabilities they need.

“Editor” usually refers to the content editor which is a different thing, content-only, no design capabilities. I don’t think that’s what you’re wanting since you’ve described them as your client.

Since the client has the site plan in place, they can add a custom domain at any point. It involves DNS changes under the site’s settings panel.

3

Thanks for the response. The site is in the client’s workspace. The language on the free workspace says they’re billed per seat and the client only had 1 seat when on that plan so we assumed we needed him to also be on a workspace.

We both now have core. I logged into his account and immediately figured out the invite issue but then when I go back to my account and try to accept the invite it wants me to pay again for access to his workspace.

4

Sounds like you’re wanting a standard freelancer-client setup.

  • Client has their own workspace, with their site in it
  • Client pays for hosting
  • Client has design / edit access
  • You have your own workspace
  • You have full access to the client’s site also, through your workspace, in addition to other projects/clients you might be working on

Here’s what you’d want to change to do that;

  • Convert your workspace plan to a Freelancer plan
  • Cancel the client’s workspace plan, it’s not needed ( keep the site plan of course )
  • Guest-Invite yourself from the client’s workspace
  • Accept the invite in your Freelancer workspace
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5

Thanks again for the responses and breaking down the structure of my issue so it’s clear, and we’re all on the same page, then followed-up with solutions.

  • Converting the workspace plan was easier than I had realized, I clicked through, there was a $0.00 balance due today and after confirming I can now see my workspace is a freelancer plan.
  • I tried to do this and thought it was successful and the downgrade happened immediately because I was then able to request a refund but have run into another challenge. According to a message on the plans page, the client is still on Core and will remain there until the end of their billing cycle. This is problematic because the project needs to be completed long before December 27th. Is there any way around this or to fix this issue?
  • I can’t do this step because the client is still on Core, where it shows my pending invite.
  • Same as the previous bullet point. There’s no starter plan invite as a guest to accept yet :frowning:
6

That’s no problem at all. You just don’t need that plan for anything.

The workspace plan doesn’t matter here.
Make sure you’re doing a workspace guest invite, and not a site-level “content editor” invite. They’re different things in different places.

Also make sure you’re doing the invitation from the client’s workspace, and inviting your email, which is in your paid Freelancer account.

That’s all there is. I obviously can’t see your workspaces so I can’t tell where you’re confused- but Webflow support is excellent and can see everything if you’re still stuck. Reference this forum post so they understand what you’re trying to do.

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7

You’re amazing! Thank you. I am now a guest in the client’s workspace and finally understand exactly why the workspace plan doesn’t matter since converting my plan to a freelancer plan. Thanks again for all your help, and wishing you a happy holidays :slight_smile:

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