Overview
In OFM Pro, Creators are the foundation of your workflow. Associating content, tracking links, social accounts, and requests with individual creator profiles allows your agency to stay organized and work at scale. This guide shows you how to easily add, edit, and manage creators, along with how to use their personalized portals.
đ§ How to Add and Manage Creators
1. Access the Creators Page
Navigate to the Creators section from your OFM Pro dashboard.
Youâll see a list of all current creators in your agency.
2. Add a New Creator
Click the âAdd Creatorâ button.
Enter the creator's name.
3. Set Portal Access Preferences
Choose whether or not to assign a password to the creatorâs portal:
Password Protected: Only users with the password and link can access.
Open Access: Anyone with the shared portal link can access the creatorâs portal.
The shareable link can be found in the Creator Requests section.
4. Edit a Creator
To update a creatorâs name or portal password:
Click the âEditâ button beside their name.
Make your changes.
Click âUpdate Creatorâ to save.
â Summary
The Creators section in OFM Pro allows you to build out individual profiles for every creator in your agency. Once added, you can associate content, requests, and data to their profile and give them access to their own personalized creator portalâwith or without a password. This setup makes it easy for creators to view and complete tasks while keeping your operations structured and efficient.
If you need any support, simply click the icon at the bottom right of your screen to chat with our AI help agent, Fin.