Secure Client Review Workflow ​

A studio is reviewing an unreleased trailer with its agency. The post supervisor has a list of six names who may see it, and nobody else. The link must not be forwardable, and anyone who screen-records should be identifiable. The suite streams with Pixelview Desktop as in a standard review; the difference is in how access is handled.

Before the session ​

  1. Create a new project for this cut. Do not reuse an old project or its password. Click the refresh button to generate a Password, turn on Set expiration time so access ends by itself, and choose Activate Now.
  2. Under Security settings on the Sessions page, turn on Disable group link. The watch link now does nothing; only invited viewers can join. To make this the default for every project, turn on Always disable group links in Settings → Other. See Session Access and Invites.
  3. Turn on Watermark and click the pencil button next to it. The text defaults to project, date and session; set Size, Color and Opacity so it is readable without blocking the picture. Watermarking depends on your plan, so check it is available before promising it. See Security Best Practices.
  4. Under Viewers, enter each name's email address and click Invite. The Address Book keeps addresses you use often. Each invite is private and can be revoked on its own.
  5. Save a neutral pause message in Settings → Pause Message and click Pause for viewers before you start the stream, so early arrivals see a holding screen rather than the suite's output.

During the session ​

  1. Keep the Viewers panel open. Confirm every name against your list before you click Resume for viewers. An unfamiliar name, city or device is a reason to stop.
  2. If someone who should not be there is online, click Kick. If an invite went to the wrong address, click Revoke so it stops working. See Viewer Management.
  3. Keep the meeting in the session: Start Video Call and Chat instead of a separate call, so nobody needs a second link. See Collaboration Tools.
  4. For internal discussion, click Pause for viewers. If the chat contains notes that the next group should not see, click Clear current session chat in Settings → Other.

After the session ​

Delete the project, or let it expire, and revoke the invites. Never paste a watch link into a shared channel or a document that outlives the review.

Operators should each have their own Admin login with a team role and two-factor authentication rather than a shared password. See Protect the account.