How to use
Pick what you want to do and we will show you which screen and what order.
Getting started
Set up your workspace, create a project and bring in the people you work with.
- Getting started with the Workspace This is what an IP Provider administrator does when they first create a Workspace. Complete the company information before starting a project. Company information and Workspace settings can be changed later.
- Starting a project This is what the IP Provider manager does when first creating a project. It only needs to be done once before the Partner uploads products. It takes about 10 minutes.
- Invite members and assign roles Manage the people participating in a Project. Any Project member can send an invitation email. An IP Provider manager approves the join request. Project business roles are set separately in Business roles and Roles and assignees. Partners receive invitations or join directly from the Projects list.
Create a product and get approvals
Register a product and take it to launch, getting approvals at each stage.
- Submitting and getting approval for Concepts Before creating Products, you organize your ideas and concepts to get approval from the IP Provider. You register an approval request for each Concept, and the request, review, and approval details remain in the Concept details. Concepts must be approved before you can register Products.
- Registering Products and Advancing Stages Check which stage a product is in, from concept to launch. Set up stages, assign assignees, and move the product to the next stage once the required approvals are done.
- Requesting and reviewing approvals Products and Promotional materials require approval from the IP Provider to move to the next stage. This guide covers Partners submitting requests, IP Providers reviewing them, and resubmitting after receiving revision requests.
- Getting Approval for Promotional Materials Partner registers deliverables to be used for advertising or promotion, and IP Provider approves them.
- Configuring stages and approvals These settings decide the order in which a product moves through stages and what must be approved before it leaves each stage. This document covers what you need for the first setup.
Contracts, labels, settlement
Register contracts, issue labels, settle payments.
- Registering and finalizing Contracts License terms agreed upon by the IP Provider and the Partner are recorded within the project. Once a Contract is approved (Terms confirmed or Completed), the Partner can register Concepts and Products within those terms. If the IP Provider has also enabled Label issuance in the contract's rights, the Partner can apply for Label issuance too.
- Applying for and Issuing Labels Labels are authenticity labels attached to licensed products. This guide explains how Partners request them and how IP Providers review and issue them.
- Record payments and settle accounts Gather contract amounts into a settlement and review the amount due, amount received, and outstanding amount. Keep unused amounts and agreed discounts as deductions instead of deleting payments.
Talking to each other
Confirm things with each other through messages and notifications.