• Mastering WorkSpan: The Ultimate Guide for Company Admins

    Table of Contents1. Introduction2. Key Responsibilities    2.1. Manage Employees    2.2. Edit Company Details    2.3. Edit Company Settings    2.4.Setting Up Operational Needs           2.4.1. Setu...

  • Attribute Based Access Control (ABAC)

    Attribute based access control (ABAC) is an access control mechanism in which access rights are granted via the use of policies comprised of attributes that work together. Attribute based access co...

  • Access Levels

    Access levels in WorkSpan allow you to fully control data access by restricting a member's ability to create, view, edit or delete an object, or even specific fields and content within an object. A...

  • Asset

    An asset in an object can be images, documents, slides, links, or other relevant information.   Also See: Adding an Asset

  • Alerts

    Automatic notifications triggered by key dates or date ranges entered for partner programs, campaigns, programs, marketing plans, sales plans, solutions, opportunities, activities and assets in Wor...

  • Alliance and Relationship Management

    Alliance and Relationship Management includes a set of practices and tools required to reinforce alliances/relationships with partners, outsourced functions or activities, and to maintain visibilit...

  • Channel Partner

    Channel Partner is a person or an organization that offers services or products on behalf of another entity, mostly via a co-branding agreement.

  • Endorsements

    An endorsement is a positive vote for a campaign, a program, a marketing plan, an activity, a solution or a sales plan in WorkSpan. Also See: Requesting Endorsements

  • Go-to-Market Strategy

    Go-to-market (GTM) strategy is defined as a group of actions or a road map designed by a company targeted at optimizing marketing and sales resources to establish the value of a new product or serv...

  • Network

    Your network in WorkSpan comprises of your business relationships within your company and with your alliance partners in WorkSpan.

  • Notes

    Notes include links, illustrations, updates etc. that can be shared across teams and companies for easy communication. Notes can vary based on specific information and details about an object that ...

  • Partner

    A Partner in WorkSpan is any company in your network that you currently do business with or team up with, for one or more of your marketing, sales or solutions initiatives.

  • Partner Admin

    A partner admin role in WorkSpan manages partnerships (request/suspend partnership information) and edits partnership details. This role is more restrictive than the company admin role. Partner adm...

  • Sharing Modes

    There are three sharing modes for objects in WorkSpan: Owner Mode: Most restrictive sharing mode. In this mode, only an owner can add new users or companies to objects, and set the company flags f...

  • Tasks

    Tasks are action items that need to be completed in an object -partner program, campaign, program, marketing plan, activity, solution, sales plan or opportunity for successful execution/workflow.  ...

  • Through-Channel Marketing Automation (TCMA)

    Through-Channel Marketing Automation (TCMA)  can be defined as a platform enabling brands to easily and cost effectively scale advertising and marketing messaging through a network of indirect part...