Customer Handbook

How To Use InfluQa

This handbook explains how people actually move through the website, how the shared panel works after login, and what each user role is expected to do inside InfluQa.

Public site Signup and login Shared panel tools Role workflows Common questions
🧭 How to read this page

Start with the public website section if you are new to InfluQa. Go to the shared workspace section if you already have an account. Then jump to the playbook for your role. If you need the route-by-route reference instead of the practical guide, open User Panel Guide.

🌐

Public Website

See what people can explore before they sign in, including discovery pages, pricing, docs, and public profiles.

Jump in →
🔐

Access Your Account

Understand signup, login, email verification, and the moment the experience shifts into the panel.

Start here →
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Shared Workspace

Learn what everyone can do after login: messages, notifications, wallet, billing, support, quests, and more.

See the tools →
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Role Playbooks

Follow the practical workflows for influencer, business, agency, nonprofit, and education accounts.

Choose your path →

What people can use before signing in

The public site is not only a marketing shell. It already exposes the main discovery and trust pages people need before they create an account or purchase anything.

Home and trust pages

The homepage, about page, pricing page, FAQ, contact page, legal pages, blog, and docs pages help visitors understand the platform before signup.

Home Pricing FAQ Docs

Discovery pages

Visitors can browse creators on the influencer directory, open public offer pages, filter by category, and read public profile pages before they ever enter the panel.

Influencer directory Offer pages Profile pages Categories

Signup and login entry points

People can enter through generic signup and login pages or through role-specific signup routes for the kind of account they want to create.

Login Signup Role-specific signup Verify email

Why this matters

InfluQa is designed so discovery happens publicly and execution happens in the panel. People usually browse first, then create an account only when they need messaging, checkout, campaigns, or account-specific tools.

How people start using the account

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Account access flow

The practical order is signup, verify, log in, then land inside the role-based panel.

1
Choose a role. Signup supports influencer, business or brand, agency, nonprofit, and education entry points.
2
Verify the email address. The account is expected to pass through email verification before normal use.
3
Log in. After authentication the user enters the panel rather than staying on the public site.
4
Complete the account basics. Profile, settings, payment setup, and role-specific content become the first meaningful actions.

What everyone can use after login

The panel changes by role, but some tools are shared almost everywhere. This is the common workspace every user learns first.

Dashboard and profile

Users start on the dashboard, then move into profile and edit-profile screens to set identity, avatar, bio, visibility, and account presentation.

  • Use the dashboard to orient yourself and jump into role-specific work.
  • Use profile and edit-profile to improve the public-facing identity other users will see.
  • The edit screen also exposes avatar upload, visibility changes, and AI bio generation.

Messages and notifications

Messages handle conversation threads. Notifications summarize order, payment, message, offer, referral, and system events.

  • Open existing conversations from the messages list.
  • Use notifications to mark items read, clear read items, or jump into the related workflow.
  • Outbound messaging capacity changes by VIP tier.

Wallet, withdrawal, and billing

Money is split between wallet and billing. Wallet is for balances and payouts. Billing is for subscriptions, cards, invoices, and plan changes.

  • Use wallet to review balances, payment methods, and transaction history.
  • Use the withdrawal page for real payout requests.
  • Use billing to change plans, manage saved cards, and review invoices.

Support, quests, invite, verification, API keys

These tools support trust, rewards, and account maintenance.

  • Support creates tickets and keeps ticket replies in one place.
  • Quests and invite add rewards and referral tracking.
  • Verification handles document submission.
  • API keys create one-time-visible credentials for integrations.

Role playbooks

Each role has a different first job to do. The playbooks below describe the cleanest path through the panel for the current implementation.

Influencer playbook

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Turn your profile into something brands can buy

Influencers are built around profile quality, connected accounts, offers, orders, and payouts.

1
Complete profile and connected accounts. Start with profile, edit-profile, and connected accounts so your public presence is useful before you create offers.
2
Create offers. Use My Offers and the create or edit flows to publish what brands can buy from you.
3
Watch orders and sales. Orders show incoming work. Sales helps you understand what is already selling.
4
Use saved offers, purchased courses, and agency links only when relevant. These are supporting tools, not the main revenue path.
5
Move earnings into wallet and withdrawal. Keep payout methods ready before you need them.

Business and brand playbook

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Discover creators, build a shortlist, and run campaigns

Business and brand accounts live across public discovery plus private campaign management.

1
Browse public discovery first. Use the influencer directory, offer pages, and public profiles to understand who fits your campaign.
2
Use Shortlist in the panel. Keep promising creators together so you can come back, compare, or message them later.
3
Build campaigns. Use campaigns, campaign details, and applicants to manage the actual hiring workflow.
4
Use analytics and schedule when the work is active. Analytics gives visibility into performance and schedule handles planned posts.
5
Keep billing ready. Campaign activity depends on subscription, cards, and checkout being ready when you need them.

Agency playbook

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Manage influencer relationships and campaign execution

Agency accounts combine team-style relationship management with campaign and commission work.

1
Build the managed roster. My Influencers is the working list of active and pending influencer relationships.
2
Set commissions. Commission Management controls agency-level and influencer-level commission settings.
3
Run campaigns the same way brands do. Agencies share the campaign route family with brand-side accounts.
4
Use scheduled posts for delivery planning. Agencies can schedule for themselves or for managed influencers.
5
Use analytics, wallet, and API keys as operational tools. These support delivery rather than discovery.

Nonprofit playbook

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Use the campaign workflow with nonprofit pricing behavior

Nonprofit accounts are leaner than business accounts but still built around discovery, campaigns, analytics, and shared tools.

1
Start with public discovery. Use influencers and offers to identify creators who align with the mission.
2
Move into campaigns. Campaigns are the main private workspace for organizing nonprofit initiatives.
3
Use analytics, schedule, and billing as support tools. These keep the outreach and content plan moving.
4
Use support and verification early if the organization needs trust signals.

Education playbook

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Build courses, instructors, students, and groups

Education accounts are course-first. The course system is the center of gravity for this role.

1
Create the course structure. My Courses, course create, and course edit are the first tools to learn.
2
Add instructors. Instructors and the instructor-create flow support teaching-side setup.
3
Track students. Students and student groups are the operating view for cohorts.
4
Use course analytics and learning routes when activity exists. The analytics and learn routes only become useful once courses and learners exist.
5
Use the shared tools for money, messages, support, and scheduling.

What changes by role and what changes by tier

Thing that changes Controlled by Examples
Which panel sections appear Role Influencers get offers and orders. Education gets courses and groups. Agencies get roster and commissions.
How many actions are allowed VIP tier Offer count, daily messages, new outbound contacts, and AI request volume.
Billing amounts Role plus VIP tier Influencer, business, agency, nonprofit, and education use different plan amounts.

If someone says a feature is missing, the first question is whether the account role hides it. The second is whether the plan tier limits it. The full reference is in User Panel Guide and Pricing by Role.

Questions people usually ask

Where do I change my plan or card?

Use Billing. That is where subscriptions, plan switching, saved cards, invoices, and billing activity live.

Where do I get paid or request a payout?

Use Wallet to review balances and payment methods, then use Withdrawal to submit a real payout request.

Where do I talk to another user?

Use Messages for conversation threads and Notifications to jump back into activity that needs your reply.

Where do I track orders or campaigns?

Influencers use Orders. Business, brand, agency, nonprofit, and education accounts use Campaigns where the route is available to them.

Where do I manage rewards and referrals?

Use Quests for reward tasks and Invite for referral tracking and reward history.

What if I can see less than another user?

That is usually role or tier behavior, not an error. Compare the handbook with the panel reference if you need the exact difference.

Need the exact panel map?

Open the panel reference when you need the route inventory, role-by-role access matrix, VIP limits, and current implementation notes.

Open Panel Reference Browse FAQ