BotDigitREVIEW
ROLE GUIDE
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Profile Configuration & Role Onboarding

How Freelancers, Clients & Agencies
Add & Access Visual Reviews in Their Profile

Follow the tailored setup instructions below depending on your account role: Freelancer, Hiring Client, or Digital Agency.

๐Ÿ‘ค ROLE 1: FREELANCERS & INDEPENDENT DEVELOPERS

Deliver Staging Links & Collect Client Revisions

As a freelancer, you use BotDigit Review to deliver web deliverables without messy back-and-forth emails.

1
Set Role to Freelancer:

Go to /dashboard/settings/profile and ensure your role is set to Freelancer.

2
Create a Review Session:

Visit review.botdigit.com or your workspace visual review tab, paste your live/staging URL, and generate your 8-character Share Link (e.g. /r/V0rLpKlR).

3
Attach to Contract Milestone:

In your active contract deliverable box (/dashboard/freelancer/contracts), paste the review link. The client can QA and approve release of milestone escrow directly from the canvas.

4
Add to Public Portfolio:

Add interactive review links to your public CV/portfolio (/freelancer/yourname/cv) to prove your responsive design and QA excellence to future clients.

FREELANCER DASHBOARD VIEW
Contract Milestone #1 Submission
E-Commerce Storefront Frontend Build
Attached Review: https://review.botdigit.com/r/V0rLpKlR
โ— 3 Open Feedback PinsEscrow: $2,500.00 USDT
๐Ÿ’ผ ROLE 2: HIRING CLIENTS & FOUNDERS

Review Deliverables & Approve Escrow with 1 Click

Clients have zero login hurdles. Open the review link, drop comments on live elements, and release funds when satisfied.

1
Open Deliverable Link:

Click the review link in your contract notification or email. You do not need to register an account.

2
Pin Required Changes:

Click directly on text, images, or forms to leave feedback (e.g. "Change button color", "Fix layout on iPhone").

3
1-Click Escrow Approval:

When the developer resolves all pins, click "Approve Milestone" at the top of the canvas to release the escrow payout.

Guaranteed Escrow Protection

Funds stay securely locked in BotDigit Escrow until you are 100% satisfied with the visual deliverables.

โœ“ One-Click Milestone Approval
๐Ÿข ROLE 3: DIGITAL & SOFTWARE AGENCIES

Manage Multi-Client Reviews & Lock Feedback Rounds

Agencies handle dozens of client review links with team permissions, Pastel migrations, and scope freeze guards.

1
Configure Agency Workspace:

Navigate to /dashboard/agency/profile to set up your team roster and client project pipelines.

2
Import from UsePastel / MarkUp:

Use the 1-click Pastel importer on review.botdigit.com to migrate historical client feedback and comment pins with zero data loss.

3
Freeze Review to Prevent Scope Creep:

Toggle "Freeze Review" after Round 1 or Round 2 to lock further pin submissions and ensure on-time milestone sign-offs.

AGENCY WORKSPACE CONTROLS
Client: Acme FinTech5 Pins (Round 1)
Client: Quantum AIFROZEN ยท Round 2
Client: NeoBankActive QA

Ready to Configure Your Role?

Log in or create your free account on BotDigit to start reviewing websites.

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