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POPIA
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rocket_launch
Getting started
10
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What is Find My Creator?expand_more
An invite-only creator-marketing CRM and workflow platform for UGC agencies: recruit creators, brief campaigns, and manage work from invite to delivery in one place.
Who is Find My Creator for?expand_more
It's built for influencer/UGC agencies and the creators they work with, on a multi-tenant system where each agency only sees its own data.
Where do I start as a new agency?expand_more
Begin on the Overview, then do three things: share your invite link to bring creators in, add a brand, and create your first campaign.
What is the Overview / home screen?expand_more
Your command centre: headline KPIs, a 'what needs my attention' widget, a creator-by-category breakdown, recent applications, and an active-campaigns snapshot.
What KPIs show on the Overview?expand_more
Total creators, pending applications, approved/active creators, and active campaigns.
What does the 'what needs my attention' widget show?expand_more
A prioritised list of overdue creators, submissions awaiting review, deadlines approaching, and pending applications, each deep-linking to where you act.
Why is my attention widget empty?expand_more
When nothing needs action it shows a green 'all caught up' state instead of a blank panel.
How does the end-to-end campaign lifecycle work?expand_more
Creators apply or are invited, you approve them, set up a brand and campaign, send it to creators, then each creator moves through the pipeline from invite to completion.
Is my agency's data private from other agencies?expand_more
Yes. FMC is multi-tenant and every query is scoped to your organisation, so agencies never see each other's data.
What currency does FMC use by default?expand_more
Rand (ZAR) is the default, with multi-currency support for GBP, USD, EUR and African currencies.
storefront
Brands (clients)
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What are Brands in FMC?expand_more
Brands are your client records, so you pick clients from a dropdown and keep per-client history and reporting instead of free-text names.
How do I add a brand?expand_more
Go to Brands and use Add brand, entering a name (required) plus optional website, email and notes.
What fields does a brand have?expand_more
Name (required), website, email, notes, and a per-brand currency.
How do I edit a brand?expand_more
Open the brand from the Brands list to edit its name, website, email, notes and currency.
How do I archive a brand?expand_more
Use the archive action on a brand. Archived brands can be shown and restored later.
Can I restore an archived brand?expand_more
Yes, archived brands can be shown again and restored.
Can I set a different currency per brand?expand_more
Yes, each brand can carry its own currency, which overrides the agency default for that client's campaigns.
What shows on a brand profile?expand_more
KPI cards, a pipeline funnel, content-delivered-per-month chart, a delivery-status donut, a needs-attention list, plus campaigns and creators tables.
What KPI cards appear on a brand?expand_more
Campaigns active/done, creators, content delivered, completion rate, on-time %, and estimated spend.
What charts are on the brand analytics view?expand_more
A pipeline funnel, a content-delivered-per-month chart, and a delivery-status donut.
Why does my brand show 'no data yet'?expand_more
New brands with no campaign activity show clean empty states on the charts until data exists.
How do I see all campaigns for one client?expand_more
Open the brand profile, which shows a campaigns table for that brand.
What is estimated spend on a brand?expand_more
An estimate of money spent across the brand's campaigns, based on completed/paid work.
Where is the Brands section?expand_more
Brands is a navigation item in the left sidebar of the agency dashboard.
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Applications & approvals
8
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Where do new creator applications appear?expand_more
In the Applications section, the inbox for creators who registered via your invite link.
How do I approve a creator?expand_more
Open the applicant's profile in Applications and approve them; approved creators flow into your Creator Database.
How do I reject an applicant?expand_more
Review the applicant in Applications and reject them.
What happens when I approve a creator?expand_more
They join your Creator Database, become available to invite to campaigns, and an approval email is sent.
Why do I have no applications?expand_more
When there are none, a prompt invites you to share your invite link to bring creators in.
Do I get notified of new applicants?expand_more
Yes, a new applicant registering fires an agency notification that deep-links to the Applications screen.
What do I review on an applicant?expand_more
Their niche categories, platforms, follower counts, recommended rate and availability before approving.
Can I send campaigns to creators who aren't approved?expand_more
No, only approved creators appear in the send panel; sending is gated to approved creators.
database
Creator Database
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What is the Creator Database?expand_more
Your full creator roster, searchable and filterable by category, platform, availability and more.
How do I search or filter creators?expand_more
Use the search and filters (category, platform, availability and more) in the Creator Database.
How do I add a creator to my database?expand_more
Creators are added by approving their application; they apply through your invite link, then you approve them into the database.
What shows on each creator row?expand_more
Name (click to open the full profile), followers, niche categories, city, and availability status.
How do I open a creator's full profile?expand_more
Click the creator's name in the Creator Database (or in the pipeline).
What's on a creator's full profile?expand_more
Bio, niche categories, content styles, platforms and followers, contact details, a performance scorecard, earnings history, recommended rate and availability window.
What is the performance scorecard?expand_more
A track record: campaigns completed, completion rate, average turnaround and on-time %, so you can vet a creator before booking.
Where do I see what a creator has earned with me?expand_more
On the creator profile: earnings per campaign and a running 'total earned with you', scoped to your agency.
What is a recommended rate?expand_more
The creator's own indicative asking price, shown on their profile. You can still agree a different rate per campaign.
What is an availability window?expand_more
The dates a creator has said they're free to work.
What's the difference between content styles and niche categories?expand_more
Niche categories are the subject area (beauty, fitness, food); content styles are how they create (Talking Head, Unboxing, Tutorial, Lifestyle, Voiceover).
Can I see a creator's social handles and follower counts?expand_more
Yes, the profile shows Instagram, TikTok, YouTube, Facebook and other platforms with handles and follower counts.
Why do I only see my own history with a creator?expand_more
All creator data is per-agency, so each agency only sees its own history, keeping it private.
person_add
Inviting creators
6
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How do creators join my agency?expand_more
By invite only, registering through your agency's invite code or invite link.
Where is my invite code and link?expand_more
In Settings under the Creator Access tab (owner only), with a copy-to-clipboard helper.
How do I copy my invite link?expand_more
Use the copy-to-clipboard helper next to the invite link in the Creator Access settings tab.
Can I change my invite code?expand_more
Yes, owners can update the invite code from Settings → Creator Access.
Does every creator get a unique invite?expand_more
Creators join through your agency's invite code/link; each creator registers their own account under your agency through it.
Can creators register without an invite?expand_more
No, onboarding is invite-only; creators can only join via an agency's invite code or link.
campaign
Campaigns
16
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How do I create a campaign?expand_more
Go to Campaigns and create one, choosing the brand and filling in the brief, rate, budget, creators needed, dates and other fields.
What fields does a campaign have?expand_more
Title, brand, brief, rate, optional budget, creators needed, briefing date + link, deadline, target categories, currency, and an optional contract link with a require-agreement toggle.
How do I pick the brand for a campaign?expand_more
Choose the client from the brand dropdown on the campaign form, or use inline 'Add new brand' to create one.
What is the briefing date and link?expand_more
The date and a link (e.g. Google Meet or Zoom) for the campaign's briefing call.
What is the campaign budget vs the rate?expand_more
The rate is the default pay per creator; the budget is the optional total, and spend (completed/paid work) is tracked against it.
How is spend tracked against budget?expand_more
Spend counts completed/paid work, so you can see how much of the budget is committed.
How is the campaign list ordered?expand_more
Active campaigns show first, with completed/closed campaigns grouped at the bottom.
What row actions are on a campaign?expand_more
Open Pipeline, Send More creators, Mark Completed, and End Campaign are always visible.
How do I send a campaign to creators?expand_more
Open the campaign and use Send creators, tick the creators you want, and send the invite.
Can I change a creator's rate when sending?expand_more
Yes, each creator in the send panel has a rate that defaults to the campaign rate but can be overridden.
What is the availability 'heads up' flag?expand_more
A soft, informational flag on a creator whose stated availability doesn't cover the deadline. It never blocks sending and shows nothing for creators without dates.
How do I end a campaign?expand_more
Use End Campaign (with a confirmation); it moves to Completed & Closed and its pipeline locks.
Can I reopen a closed campaign?expand_more
Yes, an ended campaign can be reopened.
What does Mark Completed do?expand_more
It marks the campaign completed, moving it to the Completed section, with a Reopen option.
Can I save a campaign as a draft?expand_more
Yes, you can save a campaign as a draft and finish it later.
Can I set the campaign currency?expand_more
Yes. It resolves from the brand's currency, then the agency default, then ZAR.
account_tree
Pipeline
14
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What is the Pipeline?expand_more
A stage-by-stage board for each campaign showing where every invited creator is in the workflow.
What are the pipeline stages?expand_more
Invited, Accepted, Brief Sent, In Progress, Submitted, Approved, Completed, plus Declined/No-response branches and a Submitted to Needs Changes review loop.
How do I move a creator between stages?expand_more
Use the stage control on the creator's row; every move runs through the pipeline engine.
What is the Needs Changes loop?expand_more
A review loop where a submission can go from Submitted to Needs Changes and back, until approved.
Can I edit a creator's agreed rate in the pipeline?expand_more
Yes, edit the agreed rate inline per creator in the pipeline.
Can I set or clear a contract in the pipeline?expand_more
Yes, set or clear a per-creator contract override inline in the pipeline.
What is the agreement badge?expand_more
A badge per creator showing contract status: Pending (amber) or Agreed plus date (green).
Why can't I move a creator to a certain stage?expand_more
The pipeline engine only allows valid moves along defined paths (e.g. Submitted to Approved or Needs Changes), so the funnel can't break.
Does moving a creator trigger emails or notifications?expand_more
Yes, each transition notifies the right party and can fire the matching email (e.g. accepting auto-advances to Brief Sent and emails the brief).
What happens when a creator accepts?expand_more
They auto-advance from Accepted to Brief Sent and the brief is emailed to them.
What is the overdue indicator?expand_more
When a deadline passes without submission/approval/completion, the date turns red with an 'Overdue' badge on the pipeline row.
Can I re-invite a creator who declined?expand_more
Yes, moving a declined or no-response creator back to Invited fires a new invite.
How do I remove a creator from a campaign?expand_more
Remove them from the campaign and they disappear from the pipeline.
What does the pipeline engine do?expand_more
It's the only thing that changes a creator's status: it validates moves, fires notifications/emails, auto-advances where defined, and writes the audit log.
gavel
Contracts & agreements
9
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How do contracts work in FMC?expand_more
Via a clickwrap agreement: a campaign carries a contract link and a require-agreement toggle, and creators must tick 'I have read and agree' before they can accept.
How do I add a contract to a campaign?expand_more
Paste a contract link (Google Drive, DocuSign, etc.) into the campaign's contract field; FMC stores the link, not the document.
Can I upload a contract file?expand_more
No, contracts are link-only so the document stays in your own storage with its own access control (POPIA-safe).
What does the 'require agreement' toggle do?expand_more
When on, creators must tick that they've read and agreed before the Accept button activates.
Can I set a contract per creator?expand_more
Yes, contracts default at campaign level but support an optional per-creator override at send or in the pipeline.
What gets recorded when a creator agrees?expand_more
The timestamp and the creator's IP are recorded, and an audit-log entry is written before acceptance is finalised.
Is the agreement enforced or just a checkbox?expand_more
It's enforced on the server, not just the browser, so acceptance is blocked until the creator agrees.
Where do I see whether a creator agreed?expand_more
On the pipeline, each creator shows an agreement badge: Pending (amber) or Agreed plus date (green).
What's the difference between a brief and a contract?expand_more
The brief is the creative/operational doc (what to make, by when); the contract is the legal doc (ownership, usage) referenced by link.
inbox
Inbox & messaging
6
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What is the Inbox?expand_more
Your aggregated view of all message threads (per campaign and creator), with last-message preview, unread badges, ordered by most recent.
How do I message a creator?expand_more
Open the conversation in the Inbox (or message from the pipeline) and use the reply box; messaging is per campaign and creator.
Where do I see unread messages?expand_more
Unread indicators show on Inbox threads, and an unread badge tracks new messages.
Are messages real-time?expand_more
A live 60-second poll delivers new messages and updates badges without a refresh.
Does opening a thread mark it read?expand_more
Yes, opening a thread loads the messages and marks the creator's messages read, updating the unread badge.
Why is messaging per campaign?expand_more
Each conversation is scoped to a campaign and creator, so messages stay organised by the work they relate to.
notifications
Notifications
9
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What are notifications?expand_more
Your received feed of what's happened (creator accepted, content submitted, etc.), with unread counts and a header bell.
What events trigger an agency notification?expand_more
A creator accepting, declining or not responding, submitting/resubmitting content, sending a message, a new applicant registering, and a missed deadline.
Where is the notifications bell?expand_more
In the dashboard header, with an unread count, plus a sidebar badge.
How do I mark a notification as read?expand_more
Click a notification (which deep-links and marks it read), use mark-one-read per row, or mark-all-read.
Do notifications deep-link to where I act?expand_more
Yes, clicking a notification opens the exact campaign pipeline, applicant, or message thread.
How long are notifications kept?expand_more
On a rolling 90-day window (auto-purged daily); permanent history lives in the audit log.
What is Send Notification?expand_more
It lets you broadcast a notification to your creators at once.
Who on my team gets notified?expand_more
By default all org users with manage/edit capability, so the whole team sees agency notifications.
What's the difference between notifications and the audit log?expand_more
Notifications are a transient, actionable feed; the audit log is the permanent history of state changes.
insights
Analytics & reporting
5
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What analytics does FMC provide?expand_more
Three org-scoped levels: brand analytics, creator analytics, and the dashboard 'what needs my attention' action list.
What's in brand analytics?expand_more
A per-brand funnel, content delivered over time, a delivery-status donut, completion/on-time rates, estimated spend, and a needs-attention list.
What's in creator analytics?expand_more
A per-creator scorecard (completion rate, avg turnaround, on-time %, campaigns done) plus earnings history and lifetime value with your agency.
How are completion rate and on-time % calculated?expand_more
They use consistent definitions shared across brand and creator analytics, so numbers match across the app.
What does 'total earned with you' mean?expand_more
The running sum of what a creator earned from completed campaigns with your agency.
settings
Settings, email & currency
12
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Where are agency settings?expand_more
Settings is organised in tabs: General, Email Templates, Data & Privacy (POPIA), Integrations, Team, and Creator Access.
What's in the General settings tab?expand_more
The 'from' name/email, email signature, the agency default currency, and the Resource Hub on/off toggle.
How do I set my 'from' name and email?expand_more
In Settings → General, set the from name/email used on automated emails.
How do I add an email signature?expand_more
Set the email signature in Settings → General.
How do I set the agency default currency?expand_more
In Settings → General choose a currency in the Default Currency card; it's used when a brand has no currency set, and defaults to Rand (ZAR).
How does currency resolution work?expand_more
Currency resolves brand currency first, then the agency default, then ZAR as the fallback.
What currencies are supported?expand_more
African currencies plus GBP, USD, EUR and other majors, with ZAR as default.
How do I turn the Resource Hub on or off?expand_more
Use the Resource Hub toggle in Settings → General to give creators a resources area.
What are Email Templates?expand_more
Customisable subject and body for the automated emails sent at key moments.
Which emails can I customise?expand_more
Application received, approved and rejected, campaign invite, brief/reminder, content approved, changes requested, completed, and the profile-completion nudge.
Can reminder emails be scheduled automatically?expand_more
Yes, reminders and nudges support optional scheduled (cron) sending.
What deadline reminders are sent?expand_more
A reminder is sent before a creator's deadline so work stays on track.
groups
Team & roles
7
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What team roles exist?expand_more
Owner (full control including team and config), Manager (day-to-day campaigns/creators/brands/pipeline), and Viewer (read-only).
How do I invite a team member?expand_more
In Settings → Team (owner only), invite and manage members and assign their role.
Who can manage the team?expand_more
Only the Owner can access the Team tab to invite, manage roles, and remove members.
How do I remove a team member?expand_more
In Settings → Team, the owner can remove members.
What can a Viewer do?expand_more
Viewers have read-only visibility and cannot make changes.
What can a Manager do?expand_more
Managers handle day-to-day running of campaigns, creators, brands and the pipeline.
Which settings are owner-only?expand_more
The Team tab and the Creator Access (invite code) tab are owner-only.
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Compliance & privacy (POPIA)
7
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What is POPIA compliance in FMC?expand_more
Built-in support: a configurable data-retention period, a POPIA contact email, a privacy-policy URL, and a links-only approach to contracts.
Where do I set POPIA settings?expand_more
In Settings → Data & Privacy (POPIA): the data-retention period, POPIA contact email, and privacy-policy URL.
What is the data-retention period?expand_more
A configurable period in Data & Privacy controlling how long data is retained.
Why are contracts link-only for POPIA?expand_more
So personal documents aren't hosted insecurely; your own storage holds them with its own access control.
What is the Audit Log?expand_more
A permanent record of state changes (who changed what, when) across the system, important for accountability and POPIA.
Is my data isolated from other agencies?expand_more
Yes, multi-tenant isolation scopes every query to your organisation so agencies never see each other's data.
Where is the privacy policy URL set?expand_more
In Settings → Data & Privacy (POPIA).
extension
Integrations
7
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What integrations does FMC support?expand_more
Klaviyo (sync approved creators to an email list), Google Drive/DocuSign via contract links, and Google Meet/Zoom via briefing-call links.
What does the Klaviyo integration do?expand_more
It syncs your approved creators into a Klaviyo email-marketing list using per-agency credentials, with a manual re-sync action.
Where do I set up Klaviyo?expand_more
In Settings → Integrations.
How do I re-sync creators to Klaviyo?expand_more
Use the re-sync action in the Klaviyo integration settings.
How do I attach a Google Meet or Zoom call to a campaign?expand_more
Paste the meeting link into the campaign's briefing date/link field.
How do I use Google Drive or DocuSign?expand_more
Reference contracts by link in the campaign contract field; any document tool that gives a link works.
Is Mailchimp supported?expand_more
Only Klaviyo is supported in this build.
smartphone
What creators see (creator dashboard)
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Do creators get their own dashboard?expand_more
Yes. Every creator gets their own dashboard to manage their profile, see campaign invites, accept or decline work, submit content, message you, and track earnings.
What do creators see on their Overview?expand_more
A snapshot of their campaigns, status and recent activity.
How do creators accept or decline a campaign?expand_more
In their Campaigns → Invites tab. If you required agreement, they must tick 'I agree' before the Accept button activates.
Where do creators submit their content?expand_more
From their active campaigns, where they move through the same pipeline you see (submit, revise, etc.).
Can creators see their total earnings?expand_more
Yes, their Past campaigns view shows completed/declined work plus a total earnings figure.
What do creators manage in their Profile?expand_more
Bio, niche categories, brands worked with, a recommended rate, availability dates, and portfolio links.
Where do creators add their social platforms?expand_more
In their Platforms area: handles and follower counts for Instagram, TikTok, YouTube, Facebook and other.
Do creators get notifications and messaging?expand_more
Yes, creators have their own notification feed and the same per-campaign inbox to message you.
Can creators manage their password and account security?expand_more
Yes, under Account & Security on their dashboard.
What is the Resource Hub for creators?expand_more
An optional resources/guidance area you can switch on for creators from Settings → General.
help
Account & troubleshooting
8
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How do I collapse or expand the sidebar?expand_more
Click the logo in the top corner of the sidebar to collapse or expand it anytime.
How do I reopen the welcome tour or tips?expand_more
Click Tips & Help in the sidebar footer; you can replay any phase or browse all help articles.
How do I log out?expand_more
Use Log out at the bottom of the left sidebar.
Why can't I see the Team or Creator Access tab?expand_more
Those tabs are owner-only; Manager and Viewer roles can't access them.
Why isn't a creator appearing in the send panel?expand_more
Only approved creators appear; unapproved or pending creators are gated out of campaign sending.
Where do platform-wide technical settings live?expand_more
Install-wide settings (page assignments, redirect URLs, reCAPTCHA keys) live in the WordPress/platform admin, not the agency dashboard.
What reCAPTCHA protection is there?expand_more
reCAPTCHA protects the public registration and login forms, configured at the platform admin level.
Something isn't working, how do I report it?expand_more
Use the Beta Feedback button in the sidebar footer to send a bug or feature request straight to the team.
help
About
1
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Who is it for?expand_more
Anyone who manages creators and runs campaigns — UGC and influencer agencies, talent managers, in-house marketing teams, and brands running their own creators. If you brief creators and track deliverables, it is built for you.
help
Features
3
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Can I run a whole campaign in one place?expand_more
Yes. Brief and invite creators, track each one through the pipeline (invited, accepted, in progress, submitted, approved, completed), message them per campaign, review and approve content, and watch budget against spend — all in one platform.
Can creators submit content for review?expand_more
Yes. Creators submit in-platform; you review, request changes with feedback, or approve — with full revision history on every submission.
Can I see all the features?expand_more
The Features page walks through the core of the platform, and you can ask anything here that is not covered — we will answer it and add it to this page.
help
Getting started
2
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How do I get started?expand_more
Start free, add your first brand, invite your creators with your unique link, and create your first campaign. The dashboard walks you through it with a short setup checklist.
Do my creators need to install an app?expand_more
No. Creators get a clean web portal to read briefs, see deadlines and submit content — nothing to download.
help
Pricing
3
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What does it cost?expand_more
There is a free tier to get started and paid plans as you grow, with flat pricing — no commission on creator spend and no per-seat fees. See the Pricing page for current plans.
Do you take a cut of what I pay creators?expand_more
No. There is no commission and no markup on creator spend — you pay a flat platform fee and nothing on top of your campaigns.
Do creators have to pay?expand_more
No. Creators join by invite and use their portal for free.
help
Security & POPIA
2
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Is my data safe?expand_more
Yes. Every agency is fully isolated — no cross-agency sharing, ever — and access is role-based within your team.
Are you POPIA compliant?expand_more
Yes. POPIA compliance is built in: consent is captured at creator registration, you set your own data-retention period, every action is audit-logged, and data export or erasure can be handled on request.
help
Why Find My Creator
2
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Why not just use Notion, Airtable or spreadsheets?expand_more
Those are blank canvases. You would spend weeks building something that still cannot handle creator invites, content-approval rounds, a stage-by-stage pipeline, per-campaign messaging or POPIA consent — and you would maintain it forever. Find My Creator is purpose-built for the creator-campaign workflow out of the box, including a creator-facing portal those tools cannot give you.
Is this a marketplace where my creators are shared?expand_more
No. It is your private system — your roster, your clients, your data. Nothing is shared across agencies and we never resell or expose your creators.
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