Get started in the brand portal

The brand portal is the manager-side workspace for Relish. It is where you create and run campaigns, review creator applications, manage your brand's locations and team, and watch what your campaigns are producing. Everything in it is scoped to one organization at a time.

What this is and when to use it

Use it when:

• You need to build or edit a campaign — see Create a campaign.
• You need to work the review queue for creators who applied — see Review applications.
• You need to add venues, manage your brand's record, or invite teammates — see Manage locations and Team and access.
• You want to know what needs attention today — see The dashboard.

Do not use it to:

• Apply to a campaign as a creator — that is the creator side, covered in Creator basics.
• Change the organization's name, URL slug, logo, or the invite policy — those live in Organization settings and are restricted to the organization owner and Relish staff.
• Send payments. Relish moves the money; the brand portal shows what a campaign pays, not a pay button.

What the brand portal coversVideo coming soon

Sign in and choose your organization

1. Open the portal at /agent. If you are not signed in, Relish sends you to the sign-in page first.
2. Enter the email address your Relish account uses and follow the sign-in prompt.
3. If your account belongs to exactly one organization, the portal skips the picker and drops you straight into that organization's dashboard.
4. If your account belongs to more than one organization, choose one on the picker page. The portal remembers your choice, so the next sign-in lands in the same organization.

First sign-in and organization setupVideo coming soon

IMPORTANT — Opening the organization root (/agent/<organization-id>) lands on My campaigns, not the dashboard. Open /agent/<organization-id>/dashboard when you want the dashboard.

If you land on No access, your account is not a member of any organization yet. Ask an organization owner (or Relish) to invite you, then sign in again.

Find your way around the shell

Every portal page shares the same top bar.

Control	What it does
Relish logo	Opens the dashboard for the current organization.
Campaigns	The full campaign list — every status, with status tabs and filters.
Brands	The brands in this organization.
Posts	Recent creator content published across your campaigns.
Operations	The daily queues: scheduling backlog, upcoming appointments, and posts.
Switch organization	Opens the organization menu (see below).
Search campaigns (⌘K / Ctrl+K)	Opens the campaign search palette.
Your avatar	Opens the profile menu (see below).

The organization menu

Select Switch organization in the top bar. The menu shows the current organization, then three destinations:

• Organization settings — the organization's name, logo, slug, website, and the invite policy.
• Teams — the teams in this organization and their rosters.
• Access — members, the role library, and access grants.

When you belong to only one organization, the switcher has nothing to switch to and the menu does not offer a list. The full list of organizations you can reach lives in personal settings instead — see Organization settings.

The campaign search palette

1. Select Search campaigns in the top bar, or press ⌘K (Ctrl+K on Windows and Linux).
2. Type part of a campaign name. Results are the campaigns in the current organization, each labeled with its status.
3. Press ArrowDown and ArrowUp to move through the results, then Enter to open the highlighted campaign in the builder.
4. Press Escape to close the palette.

The profile menu

Select your avatar. The menu holds two groups:

Group	Item	What it does
Create	New Campaign	Opens the create-campaign dialog.
Create	New Brand	Opens the create-brand dialog.
Account	Settings	Personal settings — your display name, email, and password.
Account	Switch to Creator	Hands you over to the creator portal, if your account has a creator profile.
Account	Homepage	The public Relish site.
Account	Sign Out	Ends the session. From here it signs you out immediately; from personal settings it asks first.

NOTE — There is no notification bell anywhere in the shell. The signal surface is the dashboard's Needs Attention Now section, which is covered in The dashboard.

On a phone

On a narrow screen the same destinations move into a drawer: the campaign search, the campaigns list, the brands list, operations, organization settings, teams, access, and your account rows. Campaigns in the drawer also exposes Draft campaigns and Published campaigns shortcuts.

Switch organizations

1. Open the organization menu from Switch organization in the top bar.
2. Choose Organization settings to confirm which organization you are in.
3. To move to a different organization, open personal settings and pick it from the Organizations list.
4. Choose an organization card. The portal opens that organization's dashboard and remembers it for your next visit.

Start each day in the right place

1. Open the dashboard and read the KPI cards and the Needs Attention Now section — see The dashboard.
2. Work the review queue for any new applications — see Review applications.
3. Clear the scheduling backlog and confirm upcoming visits — see Run daily operations.
4. Finish campaigns that are still in draft, then submit them for review — see Publish a campaign.

Related

• The dashboard — what the numbers mean and which queue each one opens.
• Create a campaign — the full builder walkthrough.
• Organization settings — organization identity, activity log, and switching organizations.
• Team and access — members, roles, grants, and teams.