Every designer and design agency has had similar experiences. A customer wants their web project up and running, but has no time to get involved in the platform details. The opposite is also common: a client wants full control over their project and is unsatisfied with anything left in the hands of the creator.
Obviously, there’s no silver bullet, and the share of responsibility between a designer and a customer depends on the task. Below we describe three approaches for creating commissioned projects with Readymag so that you can experiment and find the one that fits you best. We also have some advice on smaller details to consider before you decide which to pursue.
1. Customer sets up a Readymag account, invites designer to collaborate
The benefits of this approach are obviously on the customer’s side: everything is under their control, including financial issues. Eventually, the client can even replace the invited designer if anything goes wrong.
This method also imposes some technical limitations on the designer: collaborators can’t use the E-commerce widget, set the destination data sent from the Form widget, or copy projects.
2. Designer creates a project in their account, then transfers it to customer
This way, the customer only has to map a domain, but can still keep all matters under their control. This is the most flexible approach and the one we usually recommend. If the client doesn’t have an account, the designer can help by sending an referral link (both will receive a discount).
3. Designer keeps projects under their account
Usually, we don’t recommend this approach: it clouds the financial relations between customers and designers and puts a responsibility on the designer to maintain the project after completion.
Things to keep in mind
When you work with larger projects (and corporate projects tend to be large), styles might be particularly helpful to your workflow. Note that to transfer styles correctly, you need to create your own styles instead of redefining existing ones.
Layout locked mode
If your clients want to make any minor tweaks, e.g. update texts, images, etc., you can enable Layout locked mode for them. This permission level lets non-designers to make changes safely—without the risk of accidentally breaking your overall design.
Usually, the copyright to custom fonts is initially limited to a person or company that has purchased the font. In Readymag you can transfer projects and project collections with the custom fonts they contain right off. However, remember that you have to transfer these rights as well.
In case you plan to transfer a project, keep track of the subscription level of designer and client. Possible mismatches can impact workflow. For example, if a client has a Creator account and their designer has a Professional account, certain features won’t be transferable (such as full-fledged Shots or files in Forms). If the situation is reversed, designers can preview these features only while editing, without being able to publish changes.