Skip to main content

Outside help, inside your library

Give Freelancers Access to Testimonials

The web designer needs quotes for the new homepage. The agency writing your ads wants the best three videos. A contract copywriter is building a case study. None of them needs the keys to every customer record you hold. Answer five questions to choose the narrowest access that still lets them do the job.

  • Matches access to the task
  • Keeps customer contacts out of reach when possible
  • Includes a plan for when the contract ends
Use the free toolSet up your workspace (opens in a new tab)
What access should this contractor get?

Question 1 of 5

What are they doing with the testimonials?

  • Reading them to write copy or design a page
  • Placing a widget on a site they build
  • Choosing, tagging or approving testimonials
  • Running collection for a brand or product line

4 possible answers. Yours appears after the last question.

Free tool, no sign-upTry it below

The problem, solved

Why sharing testimonials with contractors goes wrong

  • We just gave them our login

    One shared password means the freelancer sees every contact, every unapproved submission and every setting, and you cannot tell their actions from yours.

  • The designer only needs to see quotes

    Creating an account for someone who just wants to read approved testimonials adds a seat and a risk.

  • The developer needs it on the site

    They want to place a widget, not manage testimonials.

  • The agency runs a whole sub brand

    A partner that runs a product line for you needs to collect and publish for it, but should not touch your main brand.

  • Worried they will publish something unapproved

    A contractor in a hurry might push a testimonial live that the customer never cleared.

Flip the switch to see how StoryProof handles each one.

Decision helper

What access should this contractor get?

Answer for one freelancer or agency and one piece of work.

What are they doing with the testimonials?
Should they see customer contact details?
How long is the engagement?
Do they need to see submissions before approval?
Which brand is the work for?

Answers stay in your browser. Nothing is saved or sent.

Contract end day, both ways

Shared password

  • Change the password and tell every colleague the new one
  • Guess which tags and selections the contractor changed
  • Hope they did not save customer emails

Narrowest access

  • Remove one seat, or do nothing if they only had a link
  • Their changes were made under their own name
  • Customer contacts were never in their view unless the job needed them

In StoryProof

Bring a contractor in and out cleanly

  • You will need
  • A written scope for the contractor
  • The decision helper’s answer
  • An end date for access
  1. 1

    Pick the access level

    Use the helper above. When in doubt, start with less and add a seat later if they truly need it.

  2. 2

    Prepare what they will see

    For link or snippet access, choose which approved testimonials go in the widget or onto the Wall of Love first.

  3. 3

    Invite to a seat or a space if needed

    Check your seat and space allowance, then invite them with the role that matches the work.

  4. 4

    Tag what they touch

    Ask them to tag testimonials they select with the project name, so you can see later where each quote went.

  5. 5

    Remove access on the end date

    Take back the seat, and replace any widget they set up if you no longer want it live.

What happens next: Keep a short log of every contractor who had a seat and when it ended. It answers the question nobody can remember in a year.

Before you start

What to settle outside StoryProof

  • Copies in their files

    Removing a seat does not remove quotes a contractor already pasted into drafts or design files. Cover that in your contract.

  • Your permission covers your use

    A customer agreed to you publishing their words. Make sure the contractor uses them only for your work, not their own portfolio, unless you have asked.

  • Roles are set by you

    Look at what each role can reach in your own workspace before you invite someone. This page does not list role permissions.

  • Seats and spaces are limited by plan

    Adding contractors uses up seats. Check pricing for the current numbers.

FAQ

Questions people ask

Short answers to what usually comes up next.

Can a freelancer use our testimonials in their own portfolio?

Only if you agree and the customer’s permission covers it. Most customers agreed to appear in your marketing, not a third party’s, so ask before saying yes.

Should an agency send requests to our customers?

It can, if the customer relationship allows it. Have the request come from your brand and name, so the customer recognises who is asking.

Is the Wall of Love link private?

No. It is a hosted page with its own link, made to be shared. Treat it as public and only put approved testimonials on it.

What if the contractor needs one video file?

Send the specific clip rather than broader access, and tell them which page it is approved for.

Still have a question? Ask the StoryProof team or book a demo.

Share proof without sharing a password

Seats, spaces, a public Wall of Love and an embed snippet give every contractor just what the job needs.

Set up your workspace (opens in a new tab)See it in a demo (opens in a new tab)

Last updated 2026-11-07.