Creating Workspace

What is a workspace and when to create single or multiple workspaces.

A workspace allows you to create different services, and invite coworkers to help manage these services for you.

The creation of workspaces are flexible, though we suggest the best way to configure a workspace is to that of your company structure. If you have different people managing different services within your business then we suggest creating a workspace for each contact and for the service(s) they will manage, though you can also create 1 workspace to house all your services and invite coworkers also.

If you invite coworkers to your workspace, they can do the following:

  • Update/Add services, samples, and rates etc.
  • Manage day-to-day projects

WORKSPACE CREATION SCENARIOS

1. You have 4 services in the same service type and 1 member of staff managing all these services for you.

For example - Publisher:

  • Lifestyle channel - User 1
  • Sport channel - User 1
  • Travel channel - User 1
  • Automotive channel - User 1

TIP: Create 1 x Workspace and 4 x Service Cards for the 4 different service types and categories that you can work on, manage updates and projects, or if applicable invite 1 (or more) coworker(s) to manage products, updates and projects on your behalf.

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2. You have 4 different types of services, with different members of staff managing each service for you.

For example - Publisher:

  • Lifestyle channel - User 1
  • Sport channel - User 2
  • Travel channel - User 3
  • Automotive channel - User 4

TIP:Create 4 x Workspaces (1 x Lifestyle, 1 x Sport, 1 x Travel and 1 x Automotive). Within each workspace create your service cards for those specific channels, invite coworkers to manage products, updates and projects on your behalf.

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The above examples give you options of how to create 1 or more Workspaces.

INFLUENCER

You are an Influencer or Manager of an Influencer creating Sponsored Photo and Video posts across YouTube and Instagram etc. 

TIP: Create 1 x workspace under the Influencer name, then create the service cards and manage updates and projects on behalf of your talent.

MCN'S / TALENT MANAGEMENT

You have many Influencers/Talents under your MCN/Talent Agency with different managers managing each talent.

TIP: Create a workspace for each Talent, then invite the specific talent managers to each workspace, where they can create service cards and manage updates and projects for you.


How do I see all the different workspaces?
You can switch between all your workspaces by clicking on your profile name (on the top right side of your screen) and all your workspaces will appear there.

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What's next?