Workspace and admin

Settings in Marketer are divided by who or what they affect. Personal settings follow your account. Workspace settings shape the active workspace. Eligible multi-workspace owners and admins also see an account-level overview.

Settings map

Area	Use it for
Profile	Your name, profile photo, and account email
Authentication	Sign-in identities, password reset, and global sign-out
MCP connect	Connected agents, access scopes, and workspace grants
Branding & Brand Profile	Workspace identity, brand facts, sources, and competitors
Autofills	Defaults for campaign creation
Members	Account membership, roles, workspace access, invites, and MCP seats
Guardrails	Performance targets, spend limits, approval thresholds, and protected campaigns
Autonomy	Default brief mode and whether accepted launches require a review stop
Audience segments	Meta reporting segment definitions by ad account
Custom audiences	Meta Custom Audience and lookalike management
Conversion metrics	Workspace-selected conversion actions shown in Analytics when available
Notifications	In-app, Slack, and email delivery preferences
Plans & Billing	Agent activity, plan, usage, payment method, and invoices when applicable

Personal, workspace, and account scope

Personal settings belong to you. Profile, Authentication, and MCP connect are not tied to one selected workspace. Workspace settings apply to the active workspace. Confirm the workspace before changing brand context, defaults, members’ workspace access, guardrails, autonomy, audiences, conversion metrics, notifications, or billing. Account settings appear only for eligible owners and admins of a multi-workspace account. That area provides Overview, Analytics, Billing, Users, and MCP across the account’s workspaces.

Role basics

Owner has full control, including workspace settings.
Admin can edit and manage people for the workspace or account scope they have.
Member can create and edit workspace content.
Viewer is read-only.

Exact visibility and billing controls also depend on whether access is account-wide or limited to selected workspaces. See Members and roles.

Safe setup order

Set identity and access

Review your profile, authentication, team membership, and workspace roles.

Ground the workspace

Add brand sources, review proposed brand facts, and configure reusable defaults.

Set policy before automation

Define guardrails and keep Review everything until the team has reviewed real outputs.

Configure delivery

Choose notification channels, recipients, and severity thresholds.

Review usage and ownership

Confirm who owns billing, which workspaces are account-covered, and who can manage MCP seats.

Next step

Start with Profile and authentication, then review Members and roles before changing workspace policy.

Get Started

Essential Guidelines

Working with Marketer

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