Getting started
Use this guide to get started with SoCreative: your account, your team, roles and the brand assets your creative team works from.
How do I create my SoCreative account?
When your company joins SoCreative, or a teammate invites you, you receive an email invite. Open it, set your password, and your account is ready. You sign in with your work email at socreative.com, or with single sign-on.
Note: Lost the invite? Ask an Owner or Creator on your team to invite you again from Settings, Members.
Can I sign in with Google or Microsoft?
Yes. Single sign-on with Google and Microsoft is live alongside password login. On the log in page, select "Sign in with Google" or "Sign in with Microsoft" and use your work account. To connect a provider to an existing account, open Settings, Personal, and use the "Single sign-on" section.
Note: Keep at least one way to sign in connected. You cannot unlink your last sign-in method.
How do I add my team members?
Go to Settings, Members and select "Invite team member". Enter your teammate's work email, choose a role and send the invite. They receive an email to join your workspace. There is no limit on the number of users.
Note: Owners and Creators can change a member's role or remove a member from the same page.
What are the different roles and permissions?
SoCreative has three roles for customer accounts.
- •Owner: full access. Manages the plan, invoices, credit usage and members, and can buy credits, submit projects, review and approve.
- •Creator: submits projects and shoot bookings, spends credits, reviews and approves work, manages members, Storage, Brand kit and Presenters.
- •Viewer: views projects, Storage, Brand kit and Presenters, and comments on reviews. Viewers cannot submit projects or spend credits.
Note: Every role can use the Assistant.
How do I set up my brand kit?
Brand kit keeps your logos, fonts, colors, images, videos and brand guidelines in one place, so your creative team always works on-brand. Open Brand kit, select "New brand kit" and add your files by category. Every brief has a "Brand kit" field that defaults to your primary kit, so you rarely need to attach brand files to a project.
- •Add a kit for each brand or sub-brand you work with.
- •Select "Set as primary" on the kit most projects should use.
- •Update a kit when your brand changes. Future projects pick up the change.
- •Add your spokespeople under Presenters so you can select them in briefs.
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