1 44000209806 2019-01-14T11:14:27-05:00 These articles will help guide you through the basic understand of the Partner Administrative side of the platform. 44000328944 false Admin Features 4 2019-01-14T11:14:41-05:00 1 1 2019-01-17T15:46:34-05:00 1 1 The platform allows Admin Users to have greater oversight of client Campaigns through Marketer and Creator accounts. These Accounts enable multiple Users to access and manage all of the activations for any given client under one dashboard.  1. From the Admin Dashboard, navigate to the Accounts tab in the left-hand menu. Here you will be able to view all Users (Marketers and Creators) that have set up accounts within the system. 2. To create a new Marketer Account, click on the Create Account to the right of the search function.  3. Complete all of the fields by entering the information in the boxes provided.  4. From here, your new Marketer Account will be created and your User will be automatically added to the account. If you would like to add other Users you will be able to do so from the Users tab. <p>The platform allows Admin Users to have greater oversight of client Campaigns through Marketer and Creator accounts. These Accounts enable multiple Users to access and manage all of the activations for any given client under one dashboard. </p><p>1. From the Admin Dashboard, navigate to the <strong><em>Accounts</em></strong> tab in the left-hand menu. Here you will be able to view all Users (Marketers and Creators) that have set up accounts within the system.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043146249682/original/OpsumkrcsKTw1pqOVhOS83PbeoGWZcObXg.png?1599767631" style="width: 216px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043146249682"></p><p>2. To create a new Marketer Account, click on the <strong><em>Create Account</em></strong> to the right of the search function. </p><p><img src="https://downloads.intercomcdn.com/i/o/74182213/219e02610c5e44041c0555e1/DgdlE2ypVm8Z47du02X_-sCBMvt0hyGk7vQKPe6QmKI92k_GkGCdpRkvpmzrC0HqpJU7L4JwU7fWmMzTUvJfbn_ZWaIrizN7Lfllij21rJVNA-59CYOFVacyrMDR9eIPeoKjdYbY" class="fr-dii"></p><p>3. Complete all of the fields by entering the information in the boxes provided. </p><p><img src="https://downloads.intercomcdn.com/i/o/74182214/e0864d7791a1629b3fd94457/WbONWx5pjqU4Folm_lwbJ9mJYhQhShptPK0kP0SCb2BhDQj-Te_qEsu7pUDr48pTYusaABb9_IBsc1cMjbOIZp345ExR59WUpQu97481MT6MyOJySedEuknKSGP-N3FMqethYCsn" class="fr-dii"></p><p>4. From here, your new Marketer Account will be created and your User will be automatically added to the account. If you would like to <a href="https://marketers.izea.com/support/solutions/folders/44000328944" rel="noreferrer noopener" target="_blank">add other Users</a> you will be able to do so from the Users tab.</p><p><img src="https://downloads.intercomcdn.com/i/o/74182217/fe30d9e45efdb09c90576e33/ev3JvkzJU7QpbQNuek4Mzenc6lGdVkOzJy4U3WhcOfzkyQv2YYjboWZh07UE9nVbNK-nc9KWImmOQwRNBS5zTipnVKY2e-lxX707-GNIaeMxFIdzHDQOZkZfmvEqjGo-cvzq7y62" class="fr-dii"></p><p><br></p> 44000328944 186 44000493945 2020-09-14T16:28:35-04:00 2043044474784 1 2 1 1 Creating Marketer Accounts 2020-09-14T16:28:35-04:00 2043019438418 1 2019-01-18T09:40:52-05:00 0 0 If you would like to manage your credit cards you may do so at anytime. This article will walk you through the following:  Adding A Credit Card Deleting A Credit Card Setting Your Default Credit Card Adding A Credit Card 1. From your Admin Account, navigate to and select Finances to view your Finance dashboard. 2. By default you will be taken to the Payments tab. Select the Add Credit Card link from the Finance dashboard. If this option is not available, you'll need to first verify your phone number. 3. Enter your credit card information and click the Add Credit Card button. Deleting A Credit Card 1. Navigate to and select Finances to view your Finance dashboard. 2. By default you will be taken to the Payments tab. Once here locate the credit card you would like to remove and select Delete from the drop-down next the Charge. Setting Your Default Credit Card If you only have one credit card on file it will be automatically set to the default. If you have more than one, you can follow the steps below to update your Default Credit Card. 1. Navigate to and select Finances to view your Finance dashboard. 2. By default you will be taken to the Payments tab. Once here, locate the credit card you would like to edit and select Make Default from the drop-down next to Charge. 3. Your card will now have a check mark next to it indicating that it is now the default credit card on your account.   <p>If you would like to manage your credit cards you may do so at anytime. This article will walk you through the following: </p><ul><li>Adding A Credit Card</li><li>Deleting A Credit Card</li><li>Setting Your Default Credit Card</li></ul><h4 data-post-processed="true"><strong>Adding A Credit Card</strong></h4><p dir="ltr">1. From your Admin Account, navigate to and select <strong><em>Finances</em></strong> to view your Finance dashboard.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145749259/original/80Sb8T6JybOSeLa9J7T9jCb40eGaTtnqKw.png?1599676060" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145749259"></p><p>2. By default you will be taken to the Payments tab. Select the <strong><em>Add Credit Card</em></strong> link from the Finance dashboard. If this option is not available, you'll need to first verify your phone number.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145749646/original/DCPfWf-cwAyQUWKNwFms9fiDRjDhn50uSQ.png?1599676442" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145749646"></p><p>3. Enter your credit card information and click the <strong><em>Add Credit Card</em> </strong>button.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145749801/original/7TlQBUyYDcItn0r30sBwDtCVa8wcuON4ug.png?1599676624" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145749801"></p><p><br></p><h4 data-post-processed="true"><strong>Deleting A Credit Card</strong></h4><p>1. Navigate to and select <strong><em>Finances</em></strong> to view your Finance dashboard.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145753387/original/MV5p5Efu1aQi99CmbGfbjVc_4ezsOvMw4A.png?1599680920" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145753387"></p><p>2. By default you will be taken to the Payments tab. Once here locate the credit card you would like to remove and select <strong><em>Delete </em></strong>from the drop-down next the Charge.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145753399/original/gBffFq48wgPWueXiAK9eCYMMgbtT7RY9vg.png?1599680940" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145753399"></p><p><strong>Setting Your Default Credit Card</strong></p><p>If you only have one credit card on file it will be automatically set to the default. If you have more than one, you can follow the steps below to update your Default Credit Card.</p><p>1. Navigate to and select <strong><em>Finances</em></strong> to view your Finance dashboard.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145753528/original/C-v5RaAE3JMNk9n9ivkmWb-Ung4i395LFA.png?1599681038" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145753528"></p><p>2. By default you will be taken to the Payments tab. Once here, locate the credit card you would like to edit and select <strong><em>Make Default </em></strong>from the drop-down next to Charge.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145754154/original/lUYn98LFuWPXyaA7rrnbHmh93WjBjpgAZQ.png?1599681511" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145754154"></p><p>3. Your card will now have a check mark next to it indicating that it is now the default credit card on your account.  </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043145754191/original/XSM-9ZJYNPwFZq_oFSBePuhx7GyVftAg_A.png?1599681546" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043145754191"></p> 44000328944 97 44000500884 2021-02-23T09:15:48-05:00 2043044474784 1 2 0 0 Managing Your Credit Cards 2021-02-23T09:15:48-05:00 2043019438418 1 2019-01-17T15:47:48-05:00 0 0 Once a Partner Account has been created, you will need to assign Users access to the Partner Admin. There are three types of Partner Admin permissions that can be granted to Users: Administrator- A User with full access to Finance, Customer Service, Revenue Share, Rate Cards, and all Operator functionality. Payments Administrator- A User with access to enough organizational finance information to be able to approve and manage Payments. All Operator functionality is included. Operator- A User that can manage Accounts, add users to accounts, invite people to Accounts, and switch to Accounts. For a best practice, we typically suggest making only a single User a full Administrator. All other Users should be Operators. This will help to ensure that all funds are run through a single User and that Campaign Funds are distributed correctly.  Granting Users Admin Access Log into your Partner Admin Account and select Administrators from the left-hand navigation. 2. Once on the Administrator page, you will be able to see all Users who have Admin Access. You can also view what level of access they have from this page. To add a new Administrator, select Add Administrator in the upper right-hand corner. 3. A pop-up will appear where you can enter the Name and Email of the User. You will also be able to select the level of access you would wish to grant this particular User. Once you have provided all of the Users information and select their User permission, select Send Invitation. 4. The User will be sent an email asking them to verify their Partner Admin Account. After they have verified their Account they will have Partner Admin access. If you are experiencing any issues creating Partner Admins, please reach out to your Account Representative. <p data-identifyelement="474">Once a Partner Account has been created, you will need to assign Users access to the Partner Admin. There are three types of Partner Admin permissions that can be granted to Users:</p><ul data-identifyelement="474"><li data-identifyelement="475"><strong data-identifyelement="476">Administrator</strong>- A User with full access to Finance, Customer Service, Revenue Share, Rate Cards, and all Operator functionality.</li><li data-identifyelement="477"><strong data-identifyelement="478">Payments Administrator</strong>- A User with access to enough organizational finance information to be able to approve and manage Payments. All Operator functionality is included.</li><li data-identifyelement="479"><strong data-identifyelement="480">Operator</strong>- A User that can manage Accounts, add users to accounts, <a data-identifyelement="481" href="https://marketers.izea.com/support/solutions/articles/44000493976-granting-users-access-to-an-account" rel="noreferrer noopener" target="_blank">invite people to Accounts</a>, and switch to Accounts.</li></ul><p data-identifyelement="482">For a best practice, we typically suggest making only a single User a full Administrator. All other Users should be Operators. This will help to ensure that all funds are run through a single User and that Campaign Funds are distributed correctly. </p><p data-identifyelement="483"><strong data-identifyelement="484">Granting Users Admin Access</strong></p><p data-identifyelement="483">Log into your Partner Admin Account and select <strong data-identifyelement="486"><em data-identifyelement="487">Administrators</em></strong> from the left-hand navigation.</p><p data-identifyelement="483"><br data-identifyelement="475"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043167480439/original/e5j6PQfcPJLc2x0lPAaY7Qqzpp8rwsl8Ag.png?1605714255" style="width: 227px;" class="fr-dib fr-fil" data-attachment="[object Object]" data-id="2043167480439" data-identifyelement="476"></p><p data-identifyelement="488">2. Once on the Administrator page, you will be able to see all Users who have Admin Access. You can also view what level of access they have from this page. To add a new Administrator, select <strong data-identifyelement="489"><em data-identifyelement="490">Add Administrator</em></strong> in the upper right-hand corner.</p><p data-identifyelement="488"><br data-identifyelement="477"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043167480614/original/5Owoy1k_w12J0GglTDeSkV_HzRUrodzORg.png?1605714275" style="width: auto;" class="fr-dib" data-attachment="[object Object]" data-id="2043167480614" data-identifyelement="478"></p><p data-identifyelement="491" style="text-align: left;">3. A pop-up will appear where you can enter the Name and Email of the User. You will also be able to select the level of access you would wish to grant this particular User. Once you have provided all of the Users information and select their User permission, select<em data-identifyelement="492"> </em><strong data-identifyelement="493"><em data-identifyelement="494">Send Invitation</em></strong>.</p><p data-identifyelement="491" style="text-align: center;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043167480959/original/u39IDwnO4KFzy-LtGK-rOl00b-keIqVP5A.png?1605714317" style="width: 414px;" class="fr-dib fr-fil" data-attachment="[object Object]" data-id="2043167480959" data-identifyelement="480"></p><p data-identifyelement="495">4. The User will be sent an email asking them to verify their Partner Admin Account. After they have verified their Account they will have Partner Admin access.</p><p data-identifyelement="495">If you are experiencing any issues creating Partner Admins, please reach out to your Account Representative.</p><p data-identifyelement="497"><br data-identifyelement="498"></p> 44000328944 82 44000493960 2020-11-18T11:10:53-05:00 2043027884768 2 2 0 0 Creating A Partner Admin 2020-11-18T11:10:53-05:00 2043019438418 1 2019-01-17T15:49:51-05:00 0 0 You can grant Users access to Accounts so that multiple Users are able to access the same Account. Each User can set their own email notification settings depending on their involvement with the Campaign.  1. From the Admin level Accounts tab, search for the Account you would like to access and select View Details. 2. Click the Users tab. 3. Click the Invite User button.  4. Enter the name and email address of the User you would like to invite. This could be a new User to the system (which will prompt them to create a "User") or an already established Account within the system (which will immediately give them access to the Account). Click Send Invitation.  5. If the User is already established in the system, they will automatically be added as a User of the Account and will now be able to access that Account from the Account Switcher option when clicking their avatar. If the User needs to sign up, they will have access to the Account once they do complete that through the email they receive. <p>You can grant Users access to Accounts so that multiple Users are able to access the same Account. Each User can set their own <a href="https://marketers.izea.com/support/solutions/articles/44000492115-user-email-notifications" rel="noreferrer noopener" target="_blank">email notification settings</a> depending on their involvement with the Campaign. </p><p>1. From the Admin level Accounts tab, search for the Account you would like to access and select <strong><em>View Details</em>.</strong></p><p><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043166194805/original/Ee2USoTLSEhipkAVW2qYrnULEDlk5VkxrQ.png?1605296557" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043166194805"></strong></p><p>2. Click the <strong><em>Users</em></strong> tab.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043146603921/original/mpxGv7HNXMhsy9gQWjsEm0XJWMAKm_I4sQ.png?1599852339" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043146603921"></p><p>3. Click the <strong><em>Invite User</em></strong> button. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043146600358/original/UBgQ9Tbd_jmgB0OqWgSwzvHu9QwtRLyfUA.png?1599851365" style="width: 166px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043146600358"></p><p>4. Enter the name and email address of the User you would like to invite. This could be a new User to the system (which will prompt them to create a "User") or an already established Account within the system (which will immediately give them access to the Account). Click <strong><em>Send Invitation</em></strong>. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043146601000/original/l0_CWY5t2N5hah9_Jzs7swxhMt4xCZFekw.png?1599851530" style="width: 501px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043146601000"></p><p>5. If the User is already established in the system, they will automatically be added as a User of the Account and will now be able to access that Account from the Account Switcher option when clicking their avatar. If the User needs to sign up, they will have access to the Account once they do complete that through the email they receive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043146604558/original/PiJlhcBYCFBhKwhSqDmxT5RYtq5ASOf27Q.png?1599852490" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043146604558"></p> 44000328944 103 44000493976 2020-11-13T14:42:41-05:00 2043019438418 3 2 0 0 Granting Users Access To An Account 2020-11-13T14:42:41-05:00 2043019438418 1 2019-01-17T15:52:36-05:00 0 0 In the system, you are able to switch between Accounts you have been granted access too. This article will walk you through switching between your Accounts. Switching To Marketer Accounts From Admin 1. From your Admin Account, locate and select your Avatar at the top and click Switch Account. 2. You will be presented with a list of the last three Marketer Accounts you have visited. If you do not see the Account you would like to access, click See All Accounts at the bottom of the list. Please note, if you have access to only one account you will only see the Switch to Admin option.  3. Once you are on the All Accounts page, select the Account you would like to access by clicking on the Account name. Switching Between Marketer Accounts  1. From your Marketer Account, locate and select your Avatar at the top and click Switch Account. 2. You will be presented with a list of the last three Marketer Accounts you have visited. If you do not see the Account you would like to access, select See All Accounts at the bottom of the list. Please note, if you have access to only one account you will only see the Switch to Admin option.  3. Once you are on the All Accounts page, select the Account you would like to access by clicking on the Account name.  Switching Back To Admin 1. From your Marketer Account, locate and select your Avatar at the top and click Switch to Admin. 2. You will then be taken directly to your Admin Dashboard. <p data-identifyelement="474">In the system, you are able to switch between Accounts you have been granted access too. This article will walk you through switching between your Accounts.</p><h4 data-identifyelement="475" data-post-processed="true"><strong data-identifyelement="476">Switching To Marketer Accounts From Admin</strong></h4><p data-identifyelement="477">1. From your Admin Account, locate and select your <strong data-identifyelement="478"><em data-identifyelement="479">Avatar</em></strong> at the top and click <strong data-identifyelement="481"><em data-identifyelement="482">Switch Account</em></strong>.</p><p data-identifyelement="477"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184337751/original/WOlAZ_TZqK20CQ1wbbdE5ARH8TG8hfoWow.png?1611002480" style="width: 198px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184337751"></p><p data-identifyelement="485">2. You will be presented with a list of the last three Marketer Accounts you have visited. If you do not see the Account you would like to access, click <strong data-identifyelement="486"><em data-identifyelement="487">See All Accounts</em></strong> at the bottom of the list. Please note, if you have access to only one account you will only see the <strong data-identifyelement="488"><em data-identifyelement="489">Switch to Admin</em></strong> option. </p><p data-identifyelement="485"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184338713/original/4WyOgkmvabbhEM2J_nzq4nZUwBc550RHZA.png?1611002722" style="width: 197px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184338713"></p><p data-identifyelement="490">3. Once you are on the All Accounts page, select the Account you would like to access by clicking on the <strong><em>Account name</em></strong>.</p><p data-identifyelement="490"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184342089/original/F1PqLpSXCtlaGaQFZQu4rk6e7N7lGyuXLQ.png?1611003572" style="width: 285px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184342089"></p><h4 data-identifyelement="491" data-post-processed="true"><strong data-identifyelement="492">Switching Between Marketer Accounts </strong></h4><p data-identifyelement="494">1. From your Marketer Account, locate and select your <strong data-identifyelement="495"><em data-identifyelement="496">Avatar</em></strong> at the top and click <strong data-identifyelement="498"><em data-identifyelement="499">Switch Account</em></strong>.</p><p data-identifyelement="500"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184340545/original/cEu3SEzM6wPXMGyRsOGVoH3R-Ar79Z3mAA.png?1611003178" style="width: 210px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184340545"></p><p data-identifyelement="504">2. You will be presented with a list of the last three Marketer Accounts you have visited. If you do not see the Account you would like to access, select <strong data-identifyelement="505"><em data-identifyelement="506">See All Accounts</em></strong> at the bottom of the list. Please note, if you have access to only one account you will only see the <strong data-identifyelement="507"><em data-identifyelement="508">Switch to Admin</em></strong> option. </p><p data-identifyelement="504"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184340957/original/Sii9-XrC5N9LwTcKKBUC_HUBNTw94rY8zA.png?1611003257" class="fr-fil fr-dib" data-id="2043184340957" style='box-sizing: border-box; border: 0px; max-width: 100%; cursor: pointer; padding: 0px 1px; margin-bottom: 5px; margin-left: 0px; display: block; text-align: left; color: rgb(0, 0, 0); font-family: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; width: 197px;' data-attachment="[object Object]"></p><p data-identifyelement="509">3. Once you are on the All Accounts page, select the Account you would like to access by clicking on the <strong><em>Account name</em></strong>. </p><p data-identifyelement="509"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184341863/original/UpHIfWcJX71daYSZg1ZlMO0TCG6wjMxREQ.png?1611003498" style="width: 284px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184341863"></p><h4 data-identifyelement="510" data-post-processed="true"><strong data-identifyelement="511">Switching Back To Admin</strong></h4><p data-identifyelement="513">1. From your Marketer Account, locate and select your <strong data-identifyelement="495"><em data-identifyelement="496">Avatar</em></strong> at the top and click<strong data-identifyelement="517"> <em data-identifyelement="518">Switch to Admin</em></strong>.</p><p data-identifyelement="513"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184343018/original/bqepHbhLrB0yXdllvpbY1xBycuTk9flajw.png?1611003826" style="width: 213px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184343018"></p><p data-identifyelement="521">2. You will then be taken directly to your Admin Dashboard.</p> 44000328944 75 44000493977 2021-01-18T16:04:17-05:00 2043044474784 4 2 0 0 Switching Between Admin And Marketer Accounts 2021-01-18T16:04:17-05:00 2043019438418 1 2019-01-17T15:58:26-05:00 0 0 When working in the platform, you may notice that a Creators Connection(s) has a specific status. There are three statuses in the platform; Connected, Expired and Disconnected. A Connections status can change at any time depending on what action the Creator has taken.  Below, you will find a brief description of each of these statuses.  Connected- Once a Creator adds their Connection to their account it will be considered Connected in the platform. Connected properties can be found in search and sent offers.  Expired- Connections will be considered "expired" if the Creator needs to reauthorize their Connections in their account. Reauthorizing a Connection reactivates the Creators OAuth permissions and allows the system to pull data for that specific Connection. Connections will need to be reauthorized if a Creator changes any of the previous permissions on that specific social channel. For example; if a Creator changes their Facebook password they will need to reauthorize their Facebook Connection in the platform. Expired Connections can still be found in all of the search features of the platform, however, you will not be able to send this Connection an offer. You will need to reach out to the Creator directly utilizing the Chat Feature to have them reauthorize their Connection.  Disconnected- If you are in your Admin Account you may notice that a Creator's Connection has the status of Disconnected. This means that the Creator has completely disconnected their property from the platform. Once this happens you are not able to send that Creator an offer or request that they re-add their Connection.  <p>When working in the platform, you may notice that a Creators Connection(s) has a specific status. There are three statuses in the platform; Connected, Expired and Disconnected. A Connections status can change at any time depending on what action the Creator has taken. </p><p>Below, you will find a brief description of each of these statuses. </p><p><strong>Connected</strong>- Once a Creator adds their Connection to their account it will be considered Connected in the platform. Connected properties can be found in search and sent offers. </p><p><strong>Expired</strong>- Connections will be considered "expired" if the Creator needs to reauthorize their Connections in their account. Reauthorizing a Connection reactivates the Creators OAuth permissions and allows the system to pull data for that specific Connection. Connections will need to be reauthorized if a Creator changes any of the previous permissions on that specific social channel. For example; if a Creator changes their Facebook password they will need to reauthorize their Facebook Connection in the platform.</p><p>Expired Connections can still be found in all of the search features of the platform, however, you will not be able to send this Connection an offer. You will need to reach out to the Creator directly utilizing the Chat Feature to have them reauthorize their Connection. </p><p><strong>Disconnected</strong>- If you are in your Admin Account you may notice that a Creator's Connection has the status of <em>Disconnected</em>. This means that the Creator has completely disconnected their property from the platform. Once this happens you are not able to send that Creator an offer or request that they re-add their Connection. </p><p><br></p> 44000328944 62 44000494024 2020-09-14T16:33:21-04:00 2043044474784 5 2 0 0 Creator Connection Status 2020-09-14T16:33:21-04:00 2043019438418 1 2019-01-17T16:06:32-05:00 0 0 With the recent changes to UAO, you can now opt-in to email notifications for the Accounts you are working with! These settings are User-specific and will not affect other Users associated with that Account.  Setting Your Email Preferences Per Account 1. To opt-in or out of email notifications for an Account, you must first have access to that Account. Use your Account Switcher to switch and log into the Account you would like to manage email notifications for.  2. From here, click the Avatar at the top and then Account Settings.  3. Navigate to the Settings tab.  4. From the Notifications tab, select the email notifications you would like to receive and click Submit to save your changes. This will only affect the email notifications that you receive as these notifications are User-specific. If a colleague has access to the same Account, they can set their notifications differently and it will not affect the settings you have selected. Opt-Out of All System Notifications 1. To opt-out of all system notifications, navigate to the User Settings tab by clicking your Avatar at the top.  2. Navigate to the Email tab and select the checkbox next to "Unsubscribe from all system notification emails". This will override any email notification settings you have set for any of your Accounts. <p data-identifyelement="474">With the recent changes to UAO, you can now opt-in to email notifications for the Accounts you are working with! These settings are User-specific and will not affect other Users associated with that Account. </p><h4 data-identifyelement="475" data-post-processed="true"><strong data-identifyelement="476">Setting Your Email Preferences Per Account</strong></h4><p data-identifyelement="477">1. To opt-in or out of email notifications for an Account, you must first have access to that Account. Use your Account Switcher to switch and log into the Account you would like to manage email notifications for. </p><p data-identifyelement="477"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043168750685/original/wep4oIiG5HePjQBiu7eBPbj709XqII9HZg.png?1606139235" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043168750685"></p><p data-identifyelement="477"><br></p><p data-identifyelement="480">2. From here, click the Avatar at the top and then <strong data-identifyelement="481"><em data-identifyelement="482">Account Settings</em></strong>. </p><p data-identifyelement="483"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043168230326/original/l2zPL4aAkpKQTzOLaZ5zbpHcp2jlsSB1nQ.png?1605886456" style="width: 281px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043168230326"></p><p data-identifyelement="483"><br></p><p data-identifyelement="485">3. Navigate to the <em data-identifyelement="486"><strong>Settings</strong></em> tab. </p><p data-identifyelement="487"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043168226887/original/KfiOSf7KRMT2kW2h4KaNuwEXiX7n6bhl4Q.png?1605885881" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043168226887"></p><p data-identifyelement="487"><br></p><p data-identifyelement="489">4. From the Notifications tab, select the email notifications you would like to receive and click <strong data-identifyelement="490"><em data-identifyelement="491">Submit</em></strong> to save your changes. This will only affect the email notifications that you receive as these notifications are User-specific. If a colleague has access to the same Account, they can set their notifications differently and it will not affect the settings you have selected.</p><p data-identifyelement="492"></p><p data-identifyelement="494"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043168227190/original/s8_8BMofIIuMlpc9xCm6EManlzaVhcSoeQ.png?1605885931" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043168227190"></p><h4 data-identifyelement="496" data-post-processed="true"><strong data-identifyelement="497">Opt-Out of All System Notifications</strong></h4><p data-identifyelement="498">1. To opt-out of all system notifications, navigate to the <em data-identifyelement="499"><strong>User Settings</strong></em> tab by clicking your Avatar at the top. </p><p data-identifyelement="498"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043168230452/original/SGnZgHAKew3SS9y8_F3w4sEYIl0e2rQOXA.png?1605886475" style="width: 256px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043168230452"></p><p data-identifyelement="501"><br></p><p data-identifyelement="503">2. Navigate to the <strong><em>Email</em></strong> tab and <strong><em>select the checkbox</em></strong> next to "Unsubscribe from all system notification emails". This will override any email notification settings you have set for any of your Accounts.</p><p data-identifyelement="504"><br></p><p data-identifyelement="504"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043168800826/original/KZLWp0BZNjDvIaTHj8OjWuS9u8mPYyJCBw.png?1606145197" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043168800826"></p><p data-identifyelement="506"><br></p> 44000328944 45 44000494057 2020-11-23T10:28:54-05:00 2043027884768 7 2 0 0 Setting Account Email Notifications 2020-11-23T10:28:54-05:00 2043019438418 1 2019-01-17T16:07:55-05:00 0 0 There are two ways to fund your Organization in the platform by either requesting a Line of Credit or an Insertion Order. The following article will walk you through the process for each of these options.  Funding Your Account with a Line of Credit If your client does not have a specified budget for a program then you may inquire into a line of credit. If you require a line of credit, your Customer Success Manager will provide you with the documentation needed to start this process- which includes a credit check and funding addendum to your License Agreement. Once your documentation has been filed the amount credited will be deposited into your Organization and you will be able to allocate those funds to the associated Marketer Account.  Funding Your Account with an Insertion Order If you know the exact budget for your Campaign, but have not yet received funds from your client you may fund your Account with an Insertion Order (IO). In order to receive an IO you must provide your Customer Success Manager with the exact amount you would like allocated to your Campaign. Your Customer Success Manager will then send the IO for signature to your Partner Administrator. Once the IO has been signed and filed the funds will be loaded in your Organization for allocation. The specified amount will then be billed and payment is due upon receipt unless otherwise noted.  <p>There are two ways to fund your Organization in the platform by either requesting a Line of Credit or an Insertion Order. The following article will walk you through the process for each of these options. </p><p><strong><br></strong></p><h4 data-post-processed="true"><strong>Funding Your Account with a Line of Credit</strong></h4><p><br></p><p>If your client does not have a specified budget for a program then you may inquire into a line of credit. If you require a line of credit, your Customer Success Manager will provide you with the documentation needed to start this process- which includes a credit check and funding addendum to your License Agreement. Once your documentation has been filed the amount credited will be deposited into your Organization and you will be able to <a href="https://marketers.izea.com/support/solutions/articles/44000494087-funding-marketer-accounts" rel="noreferrer noopener" target="_blank">allocate those funds</a> to the associated Marketer Account. </p><p><strong><br></strong></p><h4 data-post-processed="true"><strong>Funding Your Account with an Insertion Order</strong></h4><p><br></p><p>If you know the exact budget for your Campaign, but have not yet received funds from your client you may fund your Account with an Insertion Order (IO). In order to receive an IO you must provide your Customer Success Manager with the exact amount you would like allocated to your Campaign. Your Customer Success Manager will then send the IO for signature to your Partner Administrator. Once the IO has been signed and filed the funds will be loaded in your Organization for allocation. The specified amount will then be billed and payment is due upon receipt unless otherwise noted. </p><p><br></p> 44000328944 69 44000494072 2020-09-14T16:39:14-04:00 2043044474784 8 2 0 0 Funding Your Organization 2020-09-14T16:39:14-04:00 2043019438418 1 2019-01-17T16:08:53-05:00 0 0 Once your Organization has been funded (learn more about funding your Organization here), you will need to allocate the funds to various Marketer Accounts to create Campaigns and engage Creators. As an Admin, you have the ability to designate which Marketer Accounts receive funds and designate the amounts they receive.  Please Note: You must have full Admin access in order to allocate funds. Operators will not be able to fund Marketer Accounts.  1. If you are currently logged into your Marketer Account, click the drop down next to your name and then select Switch to Admin. 2. Once logged into your Admin Account, locate and select the Finance tab on the left-hand navigation.  3. From the Finance tab, you can view the available balance that has been loaded into your platform and then transfer funds to a specific Marketer Account. Using the drop-down menu, select the Marketer Account you would like to allocate funds to and enter the amount in the box provided. You can also enter a message for the transfer that will let the Marketer know how these funds are to be used. For example, you can enter For the AZ Summer Vacation Campaign to specify the Campaign these funds are to be used for.  4. Once you've completed filling out the requirements, click Allocate Funds to complete your transaction.  5. After the funds have been transferred from the platform to the Marketer Account, you will be able to view the new available balance within the Current Allocations section of your Allocations tab. 6. When you switch back to the Marketer Account, you will also be able to see the available funds in the Available Balance box. Once funds have fully transferred to the Marketer Account, Campaigns can be created and funds can be transferred to them. <p data-identifyelement="464">Once your Organization has been funded (learn more about funding your Organization <a data-identifyelement="465" href="https://marketers.izea.com/support/solutions/articles/44000494072-funding-your-organization" rel="noreferrer noopener">here</a>), you will need to allocate the funds to various Marketer Accounts to create Campaigns and engage Creators. As an Admin, you have the ability to designate which Marketer Accounts receive funds and designate the amounts they receive. </p><p data-identifyelement="464"><em>Please Note: You must have full Admin access in order to allocate funds. Operators will not be able to fund Marketer Accounts. </em></p><p data-identifyelement="466">1. If you are currently logged into your Marketer Account, click the drop down next to your name and then select <em><strong>S</strong></em><strong><em><strong><em>witch</em></strong> to Admin</em></strong>.</p><p data-identifyelement="466"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043175654257/original/pA2t1pCqK2p78MQ5U12iNRQkIRdSRKWkDw.png?1608048614" style="width: 205px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043175654257"></p><p data-identifyelement="466">2. Once logged into your Admin Account, locate and select the <strong data-identifyelement="467"><em data-identifyelement="468">Finance</em></strong> tab on the left-hand navigation. </p><p data-identifyelement="469"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043175654861/original/ddxZOiNP5DLiDmnk_VOiQwJmI_336b1VHg.png?1608048706" style="width: 208px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043175654861"></p><p data-identifyelement="471">3. From the Finance tab, you can view the available balance that has been loaded into your platform and then transfer funds to a specific Marketer Account. Using the drop-down menu, select the Marketer Account you would like to allocate funds to and enter the amount in the box provided. You can also enter a message for the transfer that will let the Marketer know how these funds are to be used. For example, you can enter <strong>For the AZ Summer Vacation Campaign</strong> to specify the Campaign these funds are to be used for. </p><p data-identifyelement="472"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043175661418/original/aPLhOnmPQ4phKAa63bQNzjl7AfJhnlOzRQ.png?1608049581" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043175661418"></p><p data-identifyelement="474">4. Once you've completed filling out the requirements, click <strong data-identifyelement="475"><em data-identifyelement="476">Allocate Funds</em></strong> to complete your transaction. </p><p data-identifyelement="474"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043175669556/original/wZi4fBQ9vW4propX5uQRxcbS1s3XNsiCUQ.png?1608050740" style="width: 133px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043175669556"></p><p data-identifyelement="474">5. After the funds have been transferred from the platform to the Marketer Account, you will be able to view the new available balance within the <strong>C</strong><strong>urrent Allocations</strong> section of your Allocations tab.</p><p data-identifyelement="477"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043175664449/original/B-qG5JIkERc7hdRinF-Hbra0CAEe0F2whw.png?1608049980" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043175664449"></p><p data-identifyelement="479">6. When you switch back to the Marketer Account, you will also be able to see the available funds in the <strong>Available Balance</strong> box. Once funds have fully transferred to the Marketer Account, Campaigns can be created and <a href="https://marketers.izea.com/support/solutions/articles/44000500929-transfer-funds-to-from-your-campaign-balance" rel="noopener noreferrer" target="_blank">funds can be transferred to them</a>.</p><p data-identifyelement="481"><img src="https://downloads.intercomcdn.com/i/o/73237035/599434936af5a8e7f61d8aac/F5lfjjowQk3OHVh5Mb3Uuyl2b2lqhZG9kLG6daT7QBE1omHLpRBUJfi8SXhwacugaXoAKUm-z4fjBm70M2azN_PaOpAvEEK-o79PURlO1P2bkaKB9KVakOohyP9hfKOiSdi-kNkI" class="fr-dii" data-identifyelement="482"></p><p data-identifyelement="483"><br data-identifyelement="484"></p> 44000328944 152 44000494087 2020-12-15T11:46:37-05:00 2043044474784 9 2 0 0 Funding Marketer Accounts 2020-12-15T11:46:37-05:00 2043019438418