Marketers - What Is Collaboration Suite?


    Applies to: IZEAx Standard and Enterprise Customers.

    What Is Collaboration Suite?

    Collaboration Suite (also referred to as Delegated Access or Enterprise Access) allows your users to grant account access to 3rd party clients in order to review creators, content, and analytics for specific campaigns. Collaboration Suite allows you to share only the information with your client that you want.

    How Do I Grant Client Access?

    From your Unity Workflow dashboard, select the Campaign you wish to grant client access. From your Campaign, click the Collab Access tab to start adding clients. When adding clients, you will need their name and email to authorize access to any or all of the capabilities. 

    How Do I Set Up A Creator Review List?

    Go to Lists, create a List, then go to Unity Search to add creators to it. Once finished, select clone to creator review listAfter that, select all Creators from your list and send for review.

    Do They Have To Create Their Own Accounts?

    Once you grant a client access, they will be prompted with an email to create their own Collaboration Suite account. If they already have an account from a previous campaign, they will receive a notification that they now have access to a new campaign and need to log into their account. 

    Can I Take Away Access?

    If you have accidentally granted a client access or no longer wish for them to be able to view a campaign, you can revoke their access.