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A new workspace opens on a short guided flow. It exists so a team reaches its first executed campaign without having to find the right settings pages first.
1

Welcome

A short introduction to what Concord does and the approval model.
2

Connect a platform

Authenticate the first advertising platform. You connect the accounts you are individually authorized to access.
3

Set your scope

Pick the advertisers and accounts the workspace should work on. Each one becomes a brand. Only admins can change scope.
4

Start

The workspace opens on Home, with your brands and media plans created from the platform structure.

What to do next

The two things that pay off immediately:
  1. Fill in your Organization Instructions. Two or three sentences about who you are, the markets you buy in, and the KPIs that matter.
  2. Import a real brief. Paste it or attach it in a media plan and ask Concord to build the structure. Everything it creates lands in a non-active state, so this is safe to do on a live account. See Testing without going live.
You do not need to write Skills up front. Work normally and accept the ones Concord proposes — each accepted suggestion is one less thing to repeat.