A shared link platform works best when the team agrees how assets are named, who can publish, and where results are reviewed. Set those rules before importing every historical link.
Name a workspace owner
Choose someone responsible for access, naming standards, domain settings, and periodic cleanup.
Define roles around real work
Separate routine creation and review from domain, billing, and workspace administration.
- Creators prepare assets.
- Reviewers confirm routing and attribution.
- Owners manage access and standards.
Publish a one-page standard
Document campaign names, asset titles, aliases, and tags. Include good examples and fields that must not contain sensitive information.
Pilot one representative campaign
Create its links, QR code, page, and lead form before onboarding the wider team. Test the journey and export its report.
Establish a maintenance rhythm
Review active campaigns, unowned assets, expiring links, members, and reporting quality on a predictable schedule.