Briefcase Workspace
Create project spaces for files, collaborators, and stage ownership.
POKA Documentation
POKA Bizz Overview
Central operations workspace for agencies and production teams to run projects, collaboration, delivery, and billing from one dashboard.
POKA Bizz Network
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POKA Bizz
Overview
Business operations hub for agencies, freelancers, and production teams.
POKA Bizz is designed for :
- Media agencies handling multiple active client projects.
- Freelancers who need one workflow from production to payment.
- Production teams coordinating reviews, deliveries, and billing.
Core modules include :
- Briefcase
- My Storage
- Deliveries
- Invoices
- Payments
- Tax Compliance
Briefcase supports :
- Folder hierarchy for production-stage organization.
- Tags and metadata fields for faster search and routing.
- Threaded comments tied to each file.
- Review stages and approver pools.
- Activity timeline for traceability.
Deliveries and client access include :
- Controlled recipient scope.
- Password and access controls.
- Client portals for shared resources.
- Share lifecycle tracking.
Invoices and payments include :
- Invoice generation and sharing.
- Claim flow tracking.
- Payment status transitions.
- Invoice PDF records.
Governance and permissions cover :
- Account-level permissions.
- Department-level permissions.
- Briefcase and file-level permissions.
- Audit events and activity history.
- Optional Drive integration with controlled access.
Step-by-step Flow
Organization Baseline
Workspace identity, timezone, currency, and operating defaults.
Timezone
Currency
Fiscal Cycle
Set Business Baseline
Create business profile and confirm baseline organization settings.
Step 1 of 8
Limits
Operational Constraints
- Module visibility and actions depend on role configuration and capability grants.
- If department templates are misconfigured, users may lose expected access to project actions.
- Google Drive actions require active OAuth permissions and can be affected by provider quotas.
- Client visibility is strictly bounded by share scope and invite state.
- Large file-heavy projects require clear storage governance to avoid operational confusion.
- Some lifecycle actions, such as approval decisions, are intentionally restricted to authorized roles.
Notes
Recommended Practices
- Media agencies: Set one account lead per client workspace to prevent ownership confusion across briefs, deliveries, and invoices.
- Freelancers: Keep one simple workflow from intake to invoice so project handoff stays fast and predictable.
- Production houses: Mirror your actual production departments inside permissions to reduce rework during review cycles.
- Client-facing teams: Run one pilot project end-to-end before onboarding all active clients.
Screenshots
Workflow Diagram
POKA BizzRoot
Project Operations
Folders, Tags, Metadata
Organize assets with searchable structure and contextual labels.
Review Stages and Approvals
Run internal and client approval gates with clear decision history.
Activity Timeline
Track who changed what and when across the project lifecycle.
Delivery and Client Access
Secure Deliveries
Share approved outputs with controlled recipient access.
Password and Access Scope
Protect handoffs with passwords and restricted visibility.
Client Portals and Invites
Give clients dedicated access paths for resources and status.
Share Lifecycle Tracking
Monitor link opens, downloads, and delivery completion.
Billing and Finance
Invoice Generation
Create invoices tied to projects, retainers, and milestones.
Claim and Share Flow
Send invoices and track recipient claim confirmation.
Payment Status Tracking
Follow pending, partial, and completed payment states.
Invoice PDF Records
Export invoice documents for bookkeeping and compliance.
Storage and Integrations
Databox File Management
Manage project assets in structured cloud folders.
Google Drive Sync Options
Connect Drive for listing, upload, and sync workflows.
Cloud Storage Backends
Use scalable object storage paths for production files.
Team Governance
Role and Capability Controls
Define what each team role can view, edit, and approve.
Department Permission Templates
Apply repeatable access presets by department.
Resource-Level Access Rules
Scope permissions per briefcase, folder, and file.
Operational Notifications
Alert teams on approvals, deliveries, and billing events.