Getting Started
Onboarding into Opal
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Save time with Opal AI
Inside Look: How Opal Marketing uses Boards
Content Planning
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Organize Briefs
Project Management
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Parking Lot for Content
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Track Campaign Budgets
Flighting
Invite Users
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Opal Insights
Work with Campaigns
Define Campaign Details
Moment Overview
Create & Manage a Moment
Customize Moments in Week View
Moment View Layouts
Moment Options
Move a Moment
Workflow on Moments
Manage Campaign Content
Content Overview
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Assets Overview
View the Asset Library & Assets
Upload Assets
Edit Asset Settings
Export Asset Metadata to CSV
Use Tasks & Approvals
Workflow Overview
Use Workflows
Configure Tasks and Approvals
Manage Assignments
Approve and Decline Content
Share the Work
Presentations Overview
Create a Presentation
View a Presentation
Edit a Presentation and Slides
Share a Presentation
Canvas & Title Slides
Integrations
Chrome Browser Extension
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Firstup
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Khoros Admin Guide
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Sprinklr Admin Guide
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Frame.io
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On-Demand Webinars
Opal Essentials
Opal Admin Training
Quarterly Product Showcase: Project Management
Quarterly Product Showcase: Boards & Browser Extension
Opal Essentials - Limited User
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
Admin
Naming Conventions
Set Up Your Opal for Success
Manage General Options
Manage Label Sets & Labels
Manage Channels & Accounts
Manage Workspace Workflow
User Directory
Manage Users
Role Capabilities
Viewer User
Limited User
Single Sign-On (SSO)
Customer Success
See What's New!
Changelog
Discover Boards, Your New Home in Opal
Browser Extension
Simplified & Streamlined Navigation
Nested Label Sets
Stamps
Opal Text Editor
Moment Flighting
Annotations
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
Workflow Improvements
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
September Campaign Planner Beta Update
Flexible Content Start Dates
Policies & Guidelines
Boards
Table of Contents
- All Categories
- Admin
- Role Capabilities
Role Capabilities
Access to Opal and your team's content is determined by the role your account is assigned. Learn more about each role, and its capabilities below.
Functionality
Opal is a flexible and dynamic platform with a wide range of features. Listed below are many of the commonly used features available to each user role.
Action | Viewer | Limited | Standard | Admin |
Join or Leave a Workspace | ✅ | ✅ | ✅ | ✅ |
Keyword Search | ✅ | ✅ | ✅ | ✅ |
Apply Filters | ✅ | ✅ | ✅ | ✅ |
Play a Presentation | ✅ | ✅ | ✅ | ✅ |
Chat & Activity | ✅ | ✅ | ✅ | ✅ |
Download Assets | ✅ | ✅ | ✅ | |
Create a Presentation | ✅ | ✅ | ✅ | |
Share a Presentation | ✅ | ✅ | ✅ | |
Complete Assigned Tasks | ✅ | ✅ | ✅ | |
Approve/Decline Content | ✅ | ✅ | ✅ | |
Export CSV of Campaigns, Moments, & Content | ✅ | ✅ | ✅ | |
Create, Edit, Delete a Campaign, Moments, & Content | ✅ | ✅ | ||
Duplicate or Move Moments & Content | ✅ | ✅ | ||
Add, Edit, or Delete Notes | ✅ | ✅ | ||
Start Workflows | ✅ | ✅ | ||
Create, Edit, or Delete Templates | ✅ | ✅ | ||
Invite Colleagues | ✅ | ✅ | ||
Manage Users | ✅ | |||
Manage Labels and Label Sets | ✅ | |||
Manage Channels & Accounts | ✅ | |||
Manage Workspace Workflow | ✅ | |||
Manage Workspace Permissions | ✅ | |||
Manage Shared Labels & Label Sets | ✅ |
Views
Your experience in Opal is often based on your role within your organization, and that will impact what you need to see daily or weekly. Listed below are many of the commonly used views available to each user role.
View | Viewer | Limited | Standard | Admin |
Approved Content | ✅ | ✅ | ✅ | ✅ |
Chat & Activity | ✅ | ✅ | ✅ | ✅ |
Approved Marketing Plans | ✅ | ✅ | ✅ | ✅ |
Personal Panel | ✅ | ✅ | ✅ | ✅ |
Content Edit History (snapshots) | ✅ | ✅ | ✅ | ✅ |
Content Preview | ✅ | ✅ | ✅ | ✅ |
Flighting | ✅ | ✅ | ✅ | ✅ |
Placements | ✅ | ✅ | ✅ | ✅ |
Workspaces | ✅ | ✅ | ✅ | ✅ |
All Campaigns | ✅ | ✅ | ✅ | ✅ |
All Moments | ✅ | ✅ | ✅ | ✅ |
All Content | ✅ | ✅ | ✅ | ✅ |
Asset Library | ✅ | ✅ | ✅ | ✅ |
Content Collaborators | ✅ | ✅ | ✅ | ✅ |
Draft Content | ✅ | ✅ | ✅ | ✅ |
Declined Content | ✅ | ✅ | ✅ | ✅ |
Tasks & Approvals | ✅ | ✅ | ✅ | |
People / User Directory | ✅ | ✅ | ✅ | |
Opal Insights | ✅ | ✅ | ✅ | |
Composer | ✅ | ✅ |