Client settings - cadence, limits & access

A client's settings page is where you configure their account. It's grouped into four zones, calmest first, riskiest last.

Profile

The basics: name, website, logo, country (for holiday-aware scheduling) and currency.

Primary contact

One field: the contact email of your main contact at the client, for your records. Agentcroft never bills your clients - you invoice them yourself, outside the platform. There is no separate contact name. The people who actually sign in are listed under Insight Portal Access below, so the contact email doesn't have to belong to a portal user.

Insight Portal Access

Who can log in to this client's insight dashboard. Seats are added and removed here and only here - the Team page lists them but doesn't edit them (see Team, roles & external users).

• Allow everyone on the company's email domain - while this is on, anyone who signs in with an address on the allowed domain gets a seat the first time they sign in, with member access. Nobody needs an invite. Two consequences worth knowing: invites to an address on a different domain are refused while the switch is on, and you can't set the domain to a public email provider (gmail.com, outlook.com, icloud.com and the like) - the form refuses it, because that would let anyone with an account there in.
• Individual users - add people by email. This is the route for clients on Gmail, Outlook and similar, and for anyone outside the company domain: untick the domain switch and add them one by one.

Go-live date

Go-live date

An optional date marking when the client's site or tracking went live. Before this date, the Brain treats traffic, conversion and spend swings as pre-launch noise rather than real movements - so it won't flag launch artefacts (such as a "+1,798% sessions" jump on a freshly launched site) as things worth acting on. Leave it blank if the client was already established when you connected them.

Setting or changing the date also re-reads past movements, so earlier swings are re-classified against the new date straight away.

Configuration

• Data refresh cadence - manual, weekly or daily. See Data refresh & cadence.
• Monthly usage limits - per-feature caps (reports, copywriter, social, market research and more), shown against current usage. Leave a field blank to inherit the platform default.

Advanced

Brain

A single Open Brain ops link. The four by-hand Brain actions (rebuild, reflect, rebuild the links, pull past months) no longer sit on this page - they live on the client's Brain ops page, under its Operations tab, next to the inspector they act on. See Operating & monitoring the Brain.

Connected AI

Whether this client's team may connect their own AI tools - Claude, ChatGPT, Cursor - to read their workspace, and how far those tools may reach. On by default, for every client: connecting their own AI to their own data is part of the product. Switch it off for a client you'd rather keep closed, and use the cap and the review switch to shape what connected tools may do.

• Let this client connect AI tools - the master switch, on unless you turn it off. While it's on, an AI tools section sits on the Setup tab of their own dashboard, beside the platforms they already connect, where they can sign in from claude.ai or ChatGPT or create a token. Turning it off removes that section; your own connections to this client keep working either way, because those are governed by who holds them rather than by this switch.
• Maximum permission level - the widest level they may hold: Read-only, Read + ask (adds questions to the Brain, drawing on their AI allowance), or Collaborate (their AI can also save knowledge and suggest corrections). Leave it uncapped to let them choose. Lowering it applies immediately, including to connections that already exist.
• Review everything - nothing their AI proposes applies on its own: confident facts, logged moments and corrections all queue for review instead. Insights pulled from meeting notes always queue regardless.

The same card lists every live connection with who connected it, when it was last used and how many calls it has made, and lets you revoke any of them - for offboarding, a suspected leak, or a client who has asked you to pull it. Underneath, what their AI asks for most over the last 30 days is a genuine read on what they need: a client whose AI keeps reaching for one channel's data is telling you something worth raising in the next review call.

Everything on this card is about the client's own people. Your team's AI connection is set up once for every client at Connect your own AI to every client, not here.

Self-serve workspaces manage their own connections and are always allowed to connect; the cap, the review switch and revoke still apply to them.

The client-facing side is documented in What Connected AI is & how it works.

Danger zone

Destructive actions, admin-only and behind confirmation - most importantly deleting the client (which removes all of their data).

Things that used to be here

Five controls are no longer on the settings page:

• Metric tiles (which metrics the client sees) - gone. The metrics a client tracks are now simply their goals, set on the client's Storyline tab. Each goal is a row on the KPI Targets card on their dashboard and a focus for AI reports. See Goals.
• Target keywords - tracked from the Market Research tab on the client's dashboard, using the Track in GSC toggle on each keyword. See Market research & competitors.
• Tab visibility - set with the eye controls in the team bar on the client's dashboard, where you can see the effect straight away. See Preview as client.
• Post approval - the client's own switch, on the line at the top of their Social Calendar. You can still switch it on for them there. See Social Calendar.
• Publishing provider - automatic publishing is set up on the client's Social Calendar: choose Enable auto-publishing, then connect each channel. A client nobody has set up publishes by hand with Mark as posted.

Roles

Profile, Configuration and Advanced are open to your team; the Danger zone is admin-only.