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Getting Started
Accounts, passwords, navigation, roles, plans and the Dashboard.
Open around page 3 →Catalog & Tracks
Tracks, artists, audio versions, search, bulk import and Draft Review.
Open around page 7 →Metadata & AI
Sync metadata, taxonomy and AI-assisted descriptive metadata.
Open around page 12 →Rights & Clearance
Ownership, writers, publishers, splits, restrictions and deliverables.
Open around page 14 →Pitch Readiness
Readiness scoring, blockers, warnings, track comments and mentions.
Open around page 16 →Public Access
Public Catalog, public access controls and public-facing discovery.
Open around page 18 →License Requests
Public inquiries and internal licensing-request workflow.
Open around page 19 →Submissions
Submitter accounts, artist intake, review statuses and catalog import.
Open around page 20 →Pitches & Pitch Rooms
Pitch creation, private recipient rooms, activity and approved deliveries.
Open around page 23 →CRM
Clients, contacts, projects, opportunities, tasks and follow-up.
Open around page 28 →Calendar & Meetings
Calendar events, deadlines, follow-ups and video meetings.
Open around page 31 →Team & Collaboration
Members, roles, invitations, activity and notifications.
Open around page 33 →Direct Messages
Inbox, floating messenger, unread state and contextual record sharing.
Open around page 34 →Integrations
Provider configuration, OpenAI metadata and Daily video meetings.
Open around page 36 →Help & Support
Support tickets, knowledge tools and AI-assisted support.
Open around page 40 →Demo & Administration
Public demos, client sandboxes and platform-administrator functions.
Open around page 41 →Security & Operations
Tenant isolation, file protection, tokens, credentials and backups.
Open around page 43 →End-to-End Workflows
Complete operating workflows from intake through licensing follow-up.
Open around page 43 →Reference
Statuses, roles, screens, troubleshooting, glossary and feature inventory.
Open around page 46 →Read the complete manual
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