Admin · Client / Project

Create Clients and Projects.

Admin HQ provisions who can work and which Agency Project they belong to.

  1. 01Sign in as Admin and open /admin.
  2. 02Create a Client user when needed.
  3. 03Create an Agency Project with title, client, ownership, and brief fields.
  4. 04Assign Editors by creating Tasks on that Project.
  5. 05Set Project Phase as production progresses.
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