As an agency admin in Gutsy, your role is to set up a separate organization for each of your clients. This keeps each client’s documents, projects, audiences, and research activity secure and separated.
Here’s how to get started:
1. Create an Organization for Each Client
Each client should have their own organization. To create one:
Click the organization name at the top of the menu
Select New Organization
Name the organization after your client
You’ll be switched into the new organization automatically
Repeat this process for each client you support.
2. Add Users to each Organization
Each organization has its own team. To add users:
Make sure you’re in the correct organization
Click your username in the bottom-left corner
Select Team Management
Use the invite option to add users by email
To add a user to more than one Organization, they need to be invited separately to each one
You can invite both agency team members and client contacts, just be sure they’re added to the correct organization.
3. Add Organization-Level Documents
Documents give Gutsy the context it needs to generate relevant and brand-aligned predictions for each client.
Upload any documents that reflect the client’s business or brand, including:
Brand guidelines
Company overviews
Product or service information
Messaging frameworks or values statements
To add a document:
Go to the Dashboard
Scroll to Documents
Click Add Document
These documents apply across all projects and studies within that organization.
4. Set Up Projects (Optional)
Projects help organize research by campaign, service line, or initiative, and any user can create a Project. Each project can include:
Project-specific documents
Custom and standard studies
Chat threads and research activity
To create a project:
Go to Projects in the menu
Click the + to add a project
Name it and begin adding the relevant materials