Portfolio and Credit Permission Form

About this document

What it’s for

A short agreement in which the client chooses how, when and where you may show the work you created for them, how each of you will be credited, and what must stay confidential. It avoids awkward takedown requests and protects your ability to market your business.

When to use it

At the start of a project, or on final delivery
When a client has signed an NDA or the work is confidential or unreleased
Before entering work into awards, publishing a case study or using a client’s logo or testimonial

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

Scope of this permission
Changes and withdrawal
Data protection
General

Also included

Section 1 – Parties and work covered
Section 2 – Permission level (choose one)
Section 3 – Channels (tick all that apply)
Section 4 – Timing
Section 5 – Confidentiality options (tick all that apply)
Section 6 – Credits, logos, testimonials and awards
How the Creator will be credited by the Client
How the Client will be described by the Creator
Awards and press
Section 7 – People and third-party material
Section 8 – NDA and confidentiality carve-out
Section 9 – Terms

How to complete it

List the work covered in Section 1
Ask the client to choose one permission level in Section 2 and tick the options that apply in Sections 3 to 6
If an NDA applies, add the carve-out wording in Section 8 to it
Sign, and keep a copy with the project records

Key points to check

Permission to show the work is not a licence for anyone else to use it
People shown in the work must have consented to portfolio use too
Respect takedown requests promptly to protect the relationship

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Creative & agencies

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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Portfolio and Credit Permission Form

What it’s for

When to use it

What’s inside

Also included

How to complete it

Key points to check

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Legal