Next steps by user role
Workspace administrators
Establish the organizational structure, invite teammates and confirm provider connections. Review access and launch readiness before handing the workspace to operators.
Publishing operators
Prepare a draft using an approved asset, route it through review and schedule it for the correct account. Review delivery results and correct any failure before moving to the next campaign.
Community managers
Use the inbox to review conversations, assign ownership and identify work that requires a case. Resolve cases with enough context for the next teammate to understand the outcome.
Agency builders and analysts
Define one client workflow, verify the organizational scope and identify the measurements required for the handoff. Use Developer Tier to discuss evaluation requirements and Bootcamp to learn the operational path.