These are the 3 levels of organization. Companies setup a Focus for the entire organization to use. Divide your organizations, campaigns or clients into Projects. Then separate your specific teams to share and do work on content in Idea. These levels are structured so that you have freedom to organize your teams in any way you like.
On the top left corner, click on select Focus and hit “+Add Focus”. On this page, enter Focus Name, enter the email and hit “send invitation” for each member you would like to invite to the focus. You may also add a description for you team members to see. Click “Add Focus”
On the Focus page or on the top Select Project tab, hit “+Add Project”. Here you will be able to select the correct Focus that the Project should be under. Add the Project Name and an optional Description. Select available users by clicking the “Add User” button. Scroll and select your project members. Select the type of project: either “Idea” or “Publish”(For Publish Projects see below). Click “Add Project”.
On the Project page or on the top Select Idea tab, hit “+Add Idea”. Here you will be able to select the correct Focus and Project the Idea should be under. Add the Idea Name and optional Description. Select available users by clicking the “Add User” button. Scroll and select your Idea members. Click “Add Idea”.
Remember, in order for members to be added, they must first be added to the level above or they will not be shown as available. To add a user to a Project, they must first be an existing member of the Focus. To add a user to an Idea, they must first be an existing member of the Project. To add a member to an Idea, users can simply go to the Details tab on the Idea Moodboard and add or remove users.
There are two different kinds of roles for users on any given Focus, Project or Idea: A Manager and a User. Users have normal access to the level, but Managers have slightly greater control of the level’s setup. Managers have the ability to edit the specific level details. For instance, they can add and remove users or change user roles on that level. Change the name and descriptions and even delete the level completely.