There are two different types of people who will use CoSchedule – a user and a stakeholder.
Users are people who you need to invite to CoSchedule. These are people, usually on your marketing team, that need to execute their work by accessing their projects, tasks and social messages directly in CoSchedule.
Stakeholders are people that don’t need to use CoSchedule to execute their daily work but could benefit from being in-the-know about what the marketing team is working on.
These are usually managers, CEOs, or members of other departments within your organization like the sales team.
Rather than inviting these individuals to be a “user” in CoSchedule, you can have them access the tool through something called a read-only view. Read-only views allow stakeholders to have marketing visibility without paying for an extra user.
In this chapter, you’re going to learn how you can use your Marketing Calendar to create and share read-only links.
Read-only links let you share unmodifiable versions of CoSchedule with whomever you want.
To create a read-only link:
1. Click the share icon in the top right-hand corner from your calendar.
2. Click the “Enable Sharing” option in the pop-up.
3. Copy the link and send it to anyone who needs to know what your team is doing.
Sometimes stakeholders don’t need to know everything your team is doing.
If you need a specialized view for someone in the company, you can create and share a filtered view of the calendar that contains only relevant projects – like only social media messages or blog posts.
Here’s how to create a saved filter of your calendar that only contains certain things.
This is how to set up a saved view that contains only your blog posts.
To access this view, click “All” in the breadcrumb menu and then choose “Blog Post” from the drop-down.
To share this view with a stakeholder, click the share icon and enable the read-only link on the “Blog Post” option.
To create a filtered view of all your Social Media messages, follow the steps above, but choose:
To share this view with a stakeholder, click the share icon and enable the read-only link on the “Social Media” option.
Read-only views are a great way to allow clients to quickly see everything your team is working on for them and when each of their projects will be delivered.
To create a saved filter for each client, follow the steps above, but choose: