Client settings - cadence, limits, tier & KPIs

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, contact, logo, country (for holiday-aware scheduling) and currency. This is also where you set the account tier - which controls feature access, including whether Creator's Studio is switched on.

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 operations for the account:

• Backfill - seed the Brain from existing platform data and documents.
• Manual reflection - force a reflection run.
• A link to the client's Brain page for a deeper look.

See Operating & monitoring the Brain.

Danger zone

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

KPIs

Choosing which KPIs the client cares about lives on the Manage page (Goals & work zone) - those choices drive the client's dashboard focus and report emphasis.

Roles

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