Client settings

Each client has its own settings. You need the Manage clients permission (the Super Admin always has it) to change them.

Open a client's settings

1. 1

   Step 1: Open the client: in the side rail, click Clients, then the client's name.

2. 2

   Step 2: Point at the gear beside the client's name at the top of the page. A menu opens with General, Integrations, Preferences, Payments and Team. Click one, or click the gear itself to open General.

Each settings page has the same tabs across the top, so you can move between them. General, Integrations, Preferences and Team show only if you have Manage clients, and Payments only if you have Manage billing. With neither, there is no gear.

General: name and logo

The Logo card shows the client's picture. Use the file button beside it to pick an image from your computer; it uploads and saves on its own. Remove takes it off again.

No logo? lmnts shows a colored circle with the client's first letter instead. Click the circle to pick a different Fallback color, or Use automatic color to go back to the one lmnts chose. The same popup has Upload logo and Remove logo.

Close

The Client details card holds Company Name, Account type, Contact Name, Email, Phone, Website and Billing address. Change what you need and click Save changes.

Preferences: what the client gets

The Preferences tab is a stack of cards. Each says how it is set now and has one button to change it.

Each button flips its setting, and its words change to the opposite (for example Disable post authoring for this client).

The approvals switch

Approvals are on for every new client. On means a post is sent for review and approved before it is scheduled, and a task is reviewed before it is completed. Off means anyone on your team schedules this client's posts and completes its tasks directly, with no review step. Boosts and ads still need the Approve and publish posts permission either way.

Close

The other tabs

• Integrations: the client's connected social and ad accounts, and its brands. See Connect your social accounts and Clients with several brands.
• Payments: how the client pays you. See Client payments.
• Team: the client's own logins. See Give a client a login.

In a Creator or Creator+ workspace

Your brand has the same settings, worded for your own brand. General asks only for a Brand name and Website. There is no Payments or Team tab, and Preferences has no Post authoring or AI Assistant card, since nobody outside your workspace logs in. A Creator workspace has no approval step at all, so it has no Approvals card; Creator+ does.