Staff Guide

Welcome to the MyStudio Staff Guide. This section covers everything production team members need to know about managing clients, projects, and the platform.

Quick Navigation

Section	Description
Admin Dashboard	Overview and statistics
Managing Companies	Client company management
Managing Projects	Project oversight and workflow
Uploading Videos	Video upload and management
Creating Quotes	Quote creation and submission
Creating Invoices	Invoice generation
Portal Settings	Branding and configuration

Staff Roles Overview

Different staff roles have different capabilities:

Role	Primary Focus
Tenant Owner	Full platform access, business settings
Tenant Admin	User management, settings
Producer	Project and client management
Director	Creative oversight, video approval
Editor	Video upload and editing
Accounts	Billing and invoices

See Understanding Roles for detailed permissions.

Typical Staff Workflow

For Producers

1. Create Client Company → 2. Receive Project Request →
3. Create Quote → 4. Manage Production → 5. Deliver Final

For Editors

1. Receive Assignment → 2. Edit Video →
3. Upload for Review → 4. Address Feedback → 5. Final Delivery

For Accounts

1. Quote Approved → 2. Generate Deposit Invoice →
3. Track Payment → 4. Generate Final Invoice → 5. Close Project

Key Platform Features

Company Management

• Create and manage client companies
• Add users with appropriate roles
• Track company projects and assets

Project Oversight

• View all projects across clients
• Track status and timelines
• Manage team assignments

Video Management

• Upload from multiple sources (Vimeo, YouTube, Bunny Stream)
• Manage versions
• Track client feedback

Financial Tools

• Create and manage quotes
• Generate invoices
• Track payments

Getting Started

If you're new to the platform:

1. Log in with your provided credentials
2. Explore the admin dashboard
3. Review assigned companies and projects
4. Familiarize yourself with the tools

Need Help?

Contact your Tenant Admin or Owner for:

• Access issues
• Permission requests
• Training support