> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adclear.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your account and workspace in Adclear, from personal preferences to compliance workflows and integrations.

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.

<Info>
  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.
</Info>

<CardGroup cols={3}>
  <Card title="Account" icon="user" href="#account">
    Profile, notifications, and security settings tied to you personally.
  </Card>

  <Card title="Organisation" icon="building" href="#organisation">
    Team members and other settings that apply across your whole organisation.
  </Card>

  <Card title="Workspace" icon="folder-open" href="#workspace">
    Compliance rules and integrations for the workspace you're currently in.
  </Card>
</CardGroup>

## 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.

<AccordionGroup>
  <Accordion title="Avatar" icon="image">
    Upload a profile photo to replace the default initials.

    <Tip>
      Format: JPEG or PNG.
      Maximum size: 5 MB.

      Square images work best. Adclear will crop non-square uploads to fit.
    </Tip>
  </Accordion>

  <Accordion title="Display Name" icon="id-card">
    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.
  </Accordion>
</AccordionGroup>

### Notifications

Control how, and where, Adclear keeps you informed.

<Tabs>
  <Tab title="Slack">
    Connect your Slack account to receive Adclear alerts directly in Slack.

    <Steps>
      <Step title="Connect Slack">
        Click Connect Slack and authorise Adclear to send you messages.
      </Step>

      <Step title="Choose a channel">
        Select which channel should receive workspace-level notifications (announcements that aren't tied to a specific person).
      </Step>

      <Step title="Configure DM preferences">
        Decide which events trigger a direct message to you.
      </Step>
    </Steps>

    Once connected, you can fine-tune your DM preferences:

    <CardGroup cols={2}>
      <Card title="Marketing" icon="bullhorn">
        Promotion status changes, and when you're added as a collaborator.
      </Card>

      <Card title="Compliance" icon="clipboard-check">
        New submissions, reviewer assignments, escalations, escalation responses, and promotion deadline reminders.
      </Card>

      <Card title="Mentions" icon="at">
        Get a DM whenever someone tags you in a comment or note.
      </Card>

      <Card title="Review reminders" icon="bell">
        Heads-up notifications before a review's next due date.
      </Card>
    </CardGroup>
  </Tab>

  <Tab title="Email">
    Choose which Adclear activity sends you an email.

    <Note>
      Email and Slack notifications are configured independently. You can enable both, either, or neither for each event type.
    </Note>
  </Tab>
</Tabs>

### Security

<Warning>
  We strongly recommend keeping MFA enabled. It's the single most effective way to prevent unauthorised access to your account.
</Warning>

<AccordionGroup>
  <Accordion title="Multi-Factor Authentication (MFA)" icon="shield-halved">
    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.
  </Accordion>
</AccordionGroup>

## 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.

<Note>
  Most Organisation settings are only visible to workspace admins. If a section is missing, ask your admin for access.
</Note>

### Team Members

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

<CardGroup cols={2}>
  <Card title="View and search" icon="magnifying-glass">
    See every member alongside their role, status (active or pending invite), and the workspaces they can access. Search by name or filter by role and workspace.
  </Card>

  <Card title="Invite teammates" icon="user-plus">
    Send invitations by email. Pending invites appear in the same list until accepted.
  </Card>

  <Card title="Roles and countries" icon="globe">
    Assign each member a role and the countries they're permitted to review for. See [How roles work](/how-roles-work) for what each role can do.
  </Card>

  <Card title="Workspace access" icon="door-open">
    The Workspace Access column shows the workspaces each member can enter as chips. Control which workspaces each member belongs to from here.
  </Card>
</CardGroup>

<Tip>
  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.
</Tip>

#### 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.

<Steps>
  <Step title="Filter to one workspace">
    Use the Workspace filter to narrow the list to the workspace you want to manage.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add to the workspace">
    In the second group, click Add to grant that member access. They move into the workspace immediately.
  </Step>
</Steps>

<Note>
  Pending invites can't be added to a workspace until the invite is accepted.
</Note>

## 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.

<Tip>
  The Workspace section header doubles as a workspace switcher. If you belong to more than one workspace, click the header to switch, and the settings below update to that workspace's values. If you only belong to one, the header simply shows its name.
</Tip>

### Compliance

Configure how reviews are handled in your workspace.

<Tabs>
  <Tab title="SLA">
    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.

    <Info>
      The SLA is used to drive deadline reminders. Reviewers and risk acceptors will get nudges as the deadline approaches.
    </Info>
  </Tab>

  <Tab title="Review Permissions">
    Fine-tune who can review what.

    * See every reviewer and which countries they're permitted to review.
    * Toggle whether a reviewer can approve their own promotions (self-approval).

    <Note>
      Self-approval is an add-on feature. See Self-Approval for the full detail on when it's available and how it operates.
    </Note>
  </Tab>

  <Tab title="Rejection Reasons">
    Customise the list of reasons reviewers can choose from when rejecting a promotion.

    <Steps>
      <Step title="Add a reason">
        Click Add reason and enter a short, descriptive label.
      </Step>

      <Step title="Edit a reason">
        Hover an existing reason and click the pencil icon to rename it.
      </Step>

      <Step title="Delete a reason">
        Use the trash icon to remove reasons you no longer use.
      </Step>
    </Steps>

    <Note>
      Default reasons always appear at the top of the list, and "Other" is always pinned to the bottom, regardless of how you order custom reasons.
    </Note>
  </Tab>

  <Tab title="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 whether the flow is parallel or sequential. See [Multi-level approval](/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](/multi-level-approval#jurisdiction-autoapply) for details.
  </Tab>
</Tabs>

### 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.

<Card title="Copy submission link" icon="link" horizontal>
  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.
</Card>

### 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.

<Info>
  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.
</Info>

<Tip>
  Affiliates can still override these defaults on individual submissions. They're starting values, not locks.
</Tip>

### 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 per affiliate from **Monitor Settings** on the affiliate detail page (`/affiliates/:id?view=settings`).

For per-affiliate Discord configuration and message review workflows, see [Discord monitoring](/monitoring/discord-monitoring).

## Need help?

<CardGroup cols={2}>
  <Card title="Contact support" icon="envelope" href="mailto:support@adclear.ai">
    Reach the Adclear team if anything in this guide doesn't match what you see.
  </Card>

  <Card title="Workspace admins" icon="users-gear" href="/how-roles-work">
    Some settings are only visible to workspace admins. If a section is missing, ask your admin for access.
  </Card>
</CardGroup>

## Still need help?

Contact support at [support@adclear.ai](mailto:support@adclear.ai).