Managing Data in WorkSpan
Leverage the Power of Ecosystem Data
Reports in WorkSpan
- Custom Reports in WorkSpan
- Line Item Reports
- Creating a Partner Program Report
- Overview of Reports
- Creating a Marketing Report
- Creating a Budget Report
Charts
WorkSpan Integrations
- Partner Integration via Action Button
- How to share Integration with your company users
- Outbound Integration - Sending data from WorkSpan
- Inbound Integration - Bringing data into WorkSpan
- How to Bulk Upload files during integration
- Integration with Microsoft Partner Center
WorkSpan External API
Templates
Assets
- Overview of Assets
- Adding an Asset
- Adding Tasks to Assets
- Sharing an Asset
- Updating an Asset from the Content Library
- Editing a Campaign Asset
Data Import/Export
Workflows
Settings & Administration
- Access Management Overview
- Policy-Based Access Management
- Managing Company, Partners and Employees
- Editing Your Personal Settings, User Preferences, Profile Picture & Password
- Resetting Your WorkSpan Password
- Overview of the Users Section
Security & Privacy
- Set up Single Sign-On for your organization
- Security Overview
- Understanding Access Levels
- Security Policies: Password and Session Management policies, SSO Authentication
- Field Privacy
- Metrics Access and Privacy