Skip to main content
Adclear’s settings are grouped into three areas, based on what each setting affects: Account (you personally), Organisation (everything under your organisation), and Workspace (the workspace you’re currently in). The settings sidebar shows the three areas as separate sections, so you always know the scope of the setting you’re changing.
Account settings follow you everywhere and stay the same across every workspace. Organisation settings apply org-wide, regardless of which workspace you’re in. Workspace settings are configured separately for each workspace.

Account

Profile, notifications, and security settings tied to you personally.

Organisation

Team members, teams, and other settings that apply across your whole organisation.

Workspace

Compliance rules and integrations for the workspace you’re currently in.

​
Account

These settings apply to you personally, regardless of which organisation or workspace you’re in.

​
General

Update your personal profile so teammates can recognise you across Adclear.
Upload a profile photo to replace the default initials.
Format: JPEG or PNG. Maximum size: 5 MB.Square images work best. Adclear will crop non-square uploads to fit.
Set the first and last name that appears next to your activity.Both your first name and last name should be between 2 and 16 characters.

​
Notifications

Control how, and where, Adclear keeps you informed.
Connect your Slack account to receive Adclear alerts directly in Slack.
1

Connect Slack

Click Connect Slack and authorise Adclear to send you messages.
2

Choose a channel

Select which channel should receive workspace-level notifications (announcements that aren’t tied to a specific person).
3

Configure DM preferences

Decide which events trigger a direct message to you.
Once connected, you can fine-tune your DM preferences:

Marketing

Promotion status changes, and when you’re added as a collaborator.

Compliance

New submissions, reviewer assignments, escalations, escalation responses, and promotion deadline reminders.

Mentions

Get a DM whenever someone tags you in a comment or note.

Review reminders

Heads-up notifications before a review’s next due date.

​
Security

We strongly recommend keeping MFA enabled. It’s the single most effective way to prevent unauthorised access to your account.
Adclear supports TOTP-based two-factor authentication using apps like 1Password, Authy, or Google Authenticator.Toggle MFA on or off from this page. When enabled, you’ll be asked for a 6-digit code from your authenticator app each time you log in.

​
Organisation

These settings apply across your whole organisation, regardless of which workspace you’re in. The section header shows your organisation’s name so you always know which one you’re configuring.
Most Organisation settings are only visible to workspace admins. If a section is missing, ask your admin for access.

​
Users

Manage who belongs to your organisation, what they can do, and which workspaces they can enter.

View and search

See every member alongside their role and status (active or pending invite). In multi-workspace organisations, also see the workspaces they can access. Search by name or filter by role and workspace.

Invite teammates

Send invitations by email. Pending invites appear in the same list until accepted.

Roles and countries

Assign each member a role and the countries they’re permitted to review for. See How roles work for what each role can do.

Workspace access

In multi-workspace organisations, the Workspace Access column shows the workspaces each member can enter as chips. Control which workspaces each member belongs to from here.

​
Add an external reviewer

External reviewer access lets an outside partner review only the promotions assigned to them. It is an add-on enabled per organisation.
1

Invite the person

Select Invite team members, enter their email address, and choose External Reviewer.
2

Wait for them to accept

The person must accept the invitation and become an active member before you can set their review permissions.
3

Confirm workspace access

In Users, make sure the active member has access to the workspace where they will review. Pending members cannot be added to a workspace.
4

Grant jurisdictions

Go to Settings > Workspace > Compliance > Review Permissions and find their email address. Set Reviewable Jurisdictions to the countries the person may review. Select All Jurisdictions if they also need to review promotions without a country.
5

Assign review work

Assign the reviewer directly on a promotion or add the External Reviewer role to a reviewer preset. When you apply that preset to a promotion, select the named external reviewers who should take the step. Adclear displays external reviewers by email address.
External reviewers cannot access Users or other settings. See External reviewer access for setup, assignment, and the restricted reviewer experience.
An Uploader user with Risk Accepting permissions can formally accept compliance risk on a promotion. They can sign off on a promotion proceeding even when a reviewer has raised a concern. Assign this carefully; it’s typically reserved for senior compliance staff or legal.

​
Teams

Group people in your organisation into teams for reviewer presets and assignment. Teams are available when your organisation has the teams feature enabled.

New Team

Give the team a name and optional description from Settings > Organisation > Teams.

Add members

Add people manually from your organisation, or use an auto-include rule to add everyone whose email matches a pattern.

Auto-include rules

Turn on auto-include, enter email patterns (for example @bank.com), and save. Adclear shows a preview of who joins or leaves before you confirm.

Used in presets

Teams can be used as steps in reviewer presets when multi-level approval is enabled for your organisation.
When Teams is enabled for your organisation, team membership also appears on the Users page.

​
Teams on the Users page

When Teams is enabled for your organisation, the Users page adds a Teams column.
1

See who is in which team

Each member shows soft chips for their teams. Click a chip to open that team’s settings page in a new tab.
2

Filter by team

Use the Teams filter to narrow the list to members of a specific team, or choose No team to find people who are not in any team yet.
3

Quick-add to a team

Click the + button in the Teams column to add someone to a team without leaving the page. Search for a team and select it to add them immediately.

​
Filter team members and add them in bulk

On a team’s page, filter its member list by role, workspace, and how each person joined (added manually, or matched by the auto-include rule). The same filters are available in the Add members dialog, so you can narrow the list of eligible people before picking who to add.
1

Filter the member list

Open a team from Settings > Organisation > Teams and use the Filter button above the member table. Filter by role, workspace, or source, or combine several filters at once.
2

Filter while adding members

Click Add members, then use the same Filter button inside the dialog to narrow the list of eligible people.
3

Select everyone who matches

With a filter applied, click Select all to select every matching person at once instead of picking them one by one.
The workspace filter only appears when your organisation has more than one workspace.

​
Add members to a workspace

When you filter to a single workspace and search by name, the list splits into two groups so you can grant access without leaving the page.
1

Filter to one workspace

Use the Workspace filter to narrow the list to the workspace you want to manage.
2

Search for a member

Type a name. The results split into members already in that workspace, and members in your organisation who don’t yet have access to it.
3

Add to the workspace

In the second group, click Add to grant that member access. They move into the workspace immediately.
Pending invites can’t be added to a workspace until the invite is accepted.

​
Reviewer Presets

Create and manage the review flows that are applied to promotions when they are submitted. Each preset defines which roles take part and, when Teams is enabled for your organisation, can also include teams. Flows can be parallel or sequential. Open Settings > Organisation > Reviewer Presets. See Multi-level approval for the full guide. If jurisdiction autoapply is enabled for your organisation, the preset dialog also includes a Jurisdiction Auto-Apply panel where you map jurisdictions to presets per workspace. See Jurisdiction autoapply for details.

​
Workspace

These settings apply only to the workspace you’re currently viewing. If you switch workspaces, you’ll see a different set of values here.
The Workspace section header doubles as a workspace switcher. If your organisation has more than one workspace, click the header to switch, and the settings below update to that workspace’s values. If your organisation has only one workspace, this header isn’t shown at all.

​
Compliance

Configure how reviews are handled in your workspace.
Set the number of working days your team has to review a promotion after submission.For example, setting this to 5 means reviewers should complete their review within five working days of submission.
The SLA is used to drive deadline reminders. Reviewers and risk acceptors will get nudges as the deadline approaches.

​
External

Generate a shareable URL that affiliates and external partners can use to submit promotions directly into your workspace, with no Adclear login needed. The link opens the external submission form, which feeds straight into your workspace’s submissions queue.

Copy submission link

Click the copy button next to the URL to grab the link in one click. Submissions arrive in your workspace with the partner already attributed.

​
Affiliates

Set workspace-wide defaults that pre-fill when a new affiliate submission comes in. These defaults save reviewers time and keep submission data consistent.
  • Default Channel - the ad channel the promotion will run on, for example social, display, or email.
  • Default Product - the product being promoted.
  • Default Jurisdiction - the country or region the promotion is intended for.
  • Default Targeting - the target markets for the promotion.
The Default Targeting field may not be visible in every workspace. If you don’t see it, it isn’t currently enabled for your account.
Affiliates can still override these defaults on individual submissions. They’re starting values, not locks.

​
Discord

Invite the Adclear bot from Settings → Workspace → Discord (/settings/workspace/discord). You’ll need server admin permissions to add the bot. Configure monitored servers, channels, usernames, affiliate link patterns, and Approved Copy from the affiliate detail page (/affiliates/:id?view=settings). For per-affiliate Discord configuration and message review workflows, see Discord monitoring.

​
Still need help?

Contact support

Reach the Adclear team if anything in this guide doesn’t match what you see.

Workspace admins

Some settings are only visible to workspace admins. If a section is missing, ask your admin for access.