Configure
Client settings
Maintain business details, connections, tracking, and preferences
Client Settings is the operational reference for the active client and the integrations used by campaign and reporting workflows
What this workspace includes
- Business profile and website
- Advertising and analytics connections
- Tracking configuration
- Notifications and workspace options
Complete workflow
- 1
Open the intended client
Confirm the client identity
- 2
Review each settings area
Check profile, connections, and preferences
- 3
Update and save
Complete the relevant configuration
- 4
Verify in context
Return to the affected workflow
How records and settings behave
- Settings apply only to the active client
- Connections determine available data and actions
- Profile details support generated and report content
Working effectively
- Review settings during onboarding
- Remove outdated connections
- Test tracking after site changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Client settings?
Confirm the client identity
When is my work saved?
Settings apply only to the active client
How do I confirm the result?
Return to the related list or detail view and review its current status. Profile details support generated and report content