Table of Contents

Limited User

Gary Ploski Updated by Gary Ploski

Opal limited user seats are intended to give limited Opal access to specific users who are only required to take part in specific content workflow.

Access

You have access to Opal where and when you need.

  • Web
  • Mobile

Find what you need, where you need it by getting around Opal using any of the following:

  • Personal Panel - See all take action on your tasks, approval requests, and notifications in one place.
    Note: Limited user notifications will automatically redirect to the Personal Panel.
  • Calendar - Browse the calendar by day, week, and month.
  • Stories - Keep tabs on what campaigns are planned now, in the past, and future.
  • Timelines - Easily look at the flighting of your moments and content.
  • Filters - All filter options can be used to refine your view.
  • Search - Find and access stories, moments, content, assets, and people.
  • Moment Cards - All moments are viewable within each story and the calendar.
  • Content - See all content that supports the current initiative.
    Important: Limited users do not have access to edit content.
  • Chat & Activity - Post comments and attach files to moments and content. View chat, activity, and edit history of each moment and piece of content content.
  • Export - Moments can be exported as a CSV or PDF.
  • Download and Share - Content can be downloaded or shared in parts or entirely.
  • Presentations - View any presentation that has been shared with you, and approve content via a presentation.
  • Workspaces - If you're in more than one workspace, you can switch back and forth at anytime.
  • User Directory - Browse the directory to find and connect with other active Opal users.

Content Approval Methods

There are several ways to approve content depending on your preferred workflow. Content can be approved in any place it can be seen in Opal, including:

  • Personal Panel
  • Calendar
  • Mobile App
  • Presentation
Tip: Opal recommends only approving content if there are no changes to be made. Decline a piece of content when a change needs to be made by another user, even if the change is small. This ensures that no last-minute edits are missed before publishing.

Email

A convenient way to approve when you’re on-the-go is via email.

You can specify in your email settings if you’d like to receive a daily digest of all your approval requests or a single email per request.

If you’re set up to receive an email per approval request in your profile settings, you will be able to approve or decline directly from the email. Simply click on the green approve button to approve or the red to decline. Doing so will open a draft email in your email client.

Tip: Be sure to include a detailed comment if you are declining content, so your team has a clear idea of next steps.
Important: If you are set up to receive a daily approval digest, you will not be able to approve by email.

Opal on Mobile

One of the most convenient ways to approve content when on-the-go is Opal on mobile. Download our mobile application through the App Store.

Tapping on a piece of content pending your approval will prompt you to select approve or decline with the option of adding feedback.

To see all of the content pending your approval in a workspace, tap on the Approvals tab located in the navigation bar along the bottom of the screen.

Tip: Opt-in to receive a push notifications to stay in the loop when new approval requests are sent to you. This setting can be managed in the app settings on your smartphone.

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