12. Quick Reference
12.1. Business / Agency Actions
Action | Where / How |
|---|---|
Enable Managed Talent (Business) | Manage Your Business → Settings → scroll → Enable |
Enable Managed Talent (Profile) | Menu → Settings → scroll to end → Enable |
Send generic link invite | Managed Talent → select Managing As role → copy link → share |
Send direct invite to existing user | Search number → select role → add notes → Invite |
Send personalized link | Search number → select role → Copy Personalized Link → share |
Accept incoming request (generic link) | Managed Talent → Requested tab → Accept |
Search talent | Managed Talent → search bar → type name |
Filter by role | Managed Talent → Filter by Role → select role |
Edit talent details | Three-dot menu → Edit Details → update role / notes |
Remove talent access | Three-dot menu → Remove Access |
12.2. Talent / Profile Owner Actions
Action | Where / How |
|---|---|
Open generic link — new user (app) | Open link → Continue → complete sign-up → select role → Send Request |
Open generic link — existing user (app) | Open link → Continue → log in → select role → Send Request |
Open generic link — Chrome | Open link in Chrome → Continue to Accept → log in → select role → Send Request |
View representatives on profile | Profile → Exclusive Talent tab (above gallery) |
Add or invite a representative | Profile → Exclusive Talent tab → Plus (+) icon |
Decline an invitation | Notifications → Invitations → Reject |