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Quick start guide

A guided checklist to get your workspace configured and your team moving quickly. Progress is saved in your browser.

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Set up notifications

Configure where updates go (in-app, email, and chat) so you never miss a mention or assignment.

Configure notifications
Choose which events you receive and which channels (in-app/email/chat) should be used.
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Optional integrations

Integrate Slack

Connect Slack so notifications arrive as DMs from the Access Audience app.

Integrate Zoom Chat

Install Zoom Incoming Webhooks, create a connection, then verify with a test message.

Integrate Microsoft Teams

Connect Teams as a notification channel (documentation coming soon).

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Understand the building blocks you’ll work with every day and how they connect to each other.

Campaigns overview
Campaigns are one-time messages (email/SMS/social/web/ads) planned on the calendar and list views.
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Assets overview
Assets are the staging ground for creative and content, linked to campaigns, flows, and initiatives.
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Custom brief templates
Standardize briefing by building reusable templates your team can apply to assets.
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Initiatives overview
Group related campaigns and assets under initiatives to organize launches and programs.
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Use comments, private notes, and bulk actions to keep work moving without context switching.

Communications via commenting
Use @mentions, file attachments, and auto-linked URLs across campaigns, assets, flows, and more.
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Private vs. public comments
Use private comments (DM-style) for sensitive notes; optionally allow configured viewers.
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Bulk edit mode
Update fields, clone, or delete multiple items at once in list and table views.
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Use the changelog and in-app support actions to stay current and get help quickly.

Documentation and changelog
Search docs for how-to guidance and scan the changelog for new features and fixes.
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Support, bugs, and feature requests
Contact support, report a bug, or request a feature from the in-app sidebar help menu or the bottom of the Resources page.
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