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  10. 12. Quick Reference

12. Quick Reference


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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


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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


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12.1. Business / Agency Actions
12.2. Talent / Profile Owner Actions
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