Most of the time, creators move through workflow stages automatically — for example, when they submit drafts, confirm participation, or receive payment. However, there may be times when you need to update a stage manually, such as:

• Correcting an error (e.g., someone skipped a stage).
• Reverting a creator to an earlier stage so you can update their deliverables.
• Skipping optional stages that don’t apply to your campaign.

To manually update a Creator’s workflow stage

1. Open the campaign and go to the Workflow tab.
2. Use the checkboxes to select one or more creators.
   • Select the box next to a creator’s profile image.
   • Or use Select All at the top of the stage column.
3. Click the three-dots menu in the upper-right corner of the stage.
4. Choose Set Workflow Stage.
5. Select the new stage you’d like to move the creator(s) to.
6. Click OK to confirm.

Notes

Auto-promotion vs. manual promotion

• Most default workflow stages (e.g., Applied → Confirmation → Pre-Payment) support auto-promotion.

• If you manually move a creator forward, Later Influence won’t “re-check” earlier requirements. Be sure they’ve completed the necessary steps.

Deliverable edits

Deliverables can only be edited while a creator is in the Candidates phase. To update deliverables for someone further along, move them back to Candidates, make the edits, and then re-promote them.