Client Profile Settings
The settings page in the Client Profile is where all account configuration takes place.
External ExterUsers with the permission to access and edit the Client Profile can access the settings page by clicking your user profile icon in the top right-hand side of your account and then clicking Client Profile.
Once you have opened the Client Profile, click on the Settings tab. The entire Settings tab include main categories:
Asset & Metadata Management: Manages digital assets and their associated information, including upload, metadata, versioning, tagging, recognition, and duplicate control.
Organisation & Storage: Manages folder structures, collections, default libraries, storage settings, archiving, and the recycle bin.
Workflow & Collaboration: Manages workflows and team collaboration such as approvals, tasks, sharing, and brief templates.
Access, Rights & Security: Controls user access, security settings, global permissions, sensitive data, license expiry, and access requests.
Branding & Appearance: Configures visual and brand-related settings such as watermarking and dashboard appearance.
System & Integration: Handles system-wide notifications, integrations, and external system connections.
Reporting & Data: Manages reporting dashboards, and supports importing/exporting data via CSV.
More details on how each setting works are available here:
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