Download Opal on Mobile
Notifications and Subscriptions
Web Browsers and Security
Edit Your Profile
Edit Your Settings
Help & Support
Opal Features & Functionality
External and Internal Comms
Google Docs and Files
Set Up Your Opal for Success
Streamline Campaign Development
Use Cases for Email Teams
Using Private & Public Spaces
Labels Sets and Labels
Filter, Search, and Sort
Manage Privacy & Permissions
Track Campaign Budgets
Next Week in Opal Email
Work with Campaigns
Define Campaign Details
Create & Manage a Moment
Customize Moments in Week View
Moment View Layouts
Move a Moment
Workflow on Moments
Manage Campaign Content
Channels & Content Types
Create & Manage Content
Content Composer Tabs
Export Content Metadata to CSV
Channels & Content Types
Custom Content Channel
View the Asset Library & Assets
Edit Asset Settings
Export Asset Metadata to CSV
Use Tasks & Approvals
Configure Tasks and Approvals
Approve and Decline Content
Share the Work
Create a Presentation
View a Presentation
Edit a Presentation and Slides
Share a Presentation
Canvas & Title Slides
Adobe Experience Manager (AEM)
Facebook Ads Manager
Khoros Admin Guide
Sprinklr Admin Guide
Chrome Browser Extension
Getting to Know Opal
Opal Quarterly Showcase w/Lauren Scott of Zillow
Opal Quarterly Showcase w/Angelic Crippen of Intermix
Opal Quarterly Showcase w/Kelsey Dahlager of Target
Opal Quarterly Showcase w/Leah Randall of Minted
Streamline Campaign Development in Opal
Working Remotely in Opal
Tips & Tricks to Speed Up Your Day
Manage General Options
Manage Label Sets & Labels
Manage Channels & Accounts
Manage Workspace Workflow
Single Sign-On (SSO)
See What's New!
Simplified & Streamlined Navigation
Nested Label Sets
Opal Text Editor
Your Marketing Calendar, Now on Mobile
Orchestrate & Visualize Your Website in Opal
Email Collaboration Made Easy
Do More In Your Favorite Views
Polished for a Purpose
Workflow In Opal
Content Start and End Dates
Export to PDF
Content Change Tracking
Export Your Opal Data to CSV
Do More with Assets
Enhancing Collaboration with Access
Content Data Export
Added Accountability for Approvers
Facebook Canvas Ads
Plan & Manage Budgets
View & Schedule Timing of Content
New Moment Actions
Policies & Guidelines
Table of Contents
Updated by Gary Ploski
Access in Opal is unlike any other governance, permission based or workflow systems — user access is based on spaces, not people.
Opal Access allows you and your team to iterate and collaborate in private before exposing your work to the broader group for feedback and approval. Access controls can be applied to stories, moments or content, making them accessible only to specified users.
This allows for visibility and access to be a critical part of a team’s workflow, and enables team members to naturally flow in and out of spaces.
There's no right way to use Access, though there are some best practices to keep you and your team organized, collaborative, and ensure your work moves forward.
Deploy Full Campaigns with Private Stories
When the launch of a campaign is particularly sensitive, private stories limit who has access to all spaces and work contained within that story.
A private story makes it easy to fully build a campaign with specific colleagues, and then reveal the campaign to the team. We recommend leveraging Access at the story level instead of creating many private moments and pieces of content when it is important to keep every aspect of your campaign hidden from view until the time is right to release it.
This approach will save you time, reveal the private details to those who need to be in the know, and raise awareness to the rest of the org when content will go to market.
Private Moments and Content for Team Visibility
Private stories are great for building a full campaign and revealing it to your team all at once.
When a campaign is public to the team, it's possible that there may be specific aspects that should not be known to everyone.
In this scenario, we recommend using Access on content and moments to maintain a high degree of visibility for your team into the overarching story, and to allow specific colleagues to work on secret moments or content until they are ready for public feedback.
Taking this approach, you and your team will have full visibility of public content, and raise awareness of private events or content that are scheduled on the calendar.
Reveal Early and Often for Review and Feedback
Leaving a space indefinitely private ultimately hides key details within a space from everyone except a few colleagues.
We recommend changing the Access controls regularly to grant colleagues access to provide feedback at various points throughout the brand marketing process. For example, In a meeting, only those in the room will know what was discussed.
Access controls work the same way when switching from Private to Public and back to Private. Only those with access to the space at that time will see what was discussed in Chat & Activity.
Switch back and forth as often as you need. Your secret sauce and dialog will remain hidden when set to Private, and the content will shine because of everyone's feedback when it is made public. Rinse, repeat!
Use Access to Support a Specific Workflow
We recommend defining, documenting, and sharing Access workflows with your team so they know exactly how and when Access should be set up and used.
Opal spaces and content are public by default because having full visibility into spaces and work is at the core of Opal’s value to teams and individuals. Defaulting to public, while weaving in the use of Access on certain workflows, ensures that your team fully realizes the value of collaboration in Opal.