General settings

Settings is a single page: the menu sits on the left, grouped, and the selected section shows on the right. In an agency, one group covers the whole agency and another covers the chosen client. This article shows what each group holds and how to edit a client’s identity and region.

Before you start

• To open it, click Settings in the sidebar.
• On a phone, Settings opens as a grouped list. Each section opens on its own screen, with a back button.
• The Client group sections apply to the client chosen in that group’s own switcher. Changing the client there also changes the app’s active client and keeps the section open.
• In the agency view, with no client chosen, the client sections ask you to Choose a client before showing the fields.
• Your personal details (name, photo, email and password) are not here: they are in your profile menu. See Your account security.

What shows up for each account type

• Agency team

  Groups and sections

  Agency: Agency profile, Team, Plan and billing, Notifications, API and integrations, AI assistants. Client (with a switcher): General, Brand, Connections, Alerts.

• Business account with locations

  Groups and sections

  The same groups, named Account and Unit. The first section is called Company profile.

• Own-business account

  Groups and sections

  Your account: General, Brand, Connections, Alerts, Plan and billing, API and integrations.

• Client person (portal)

  Groups and sections

  Client: General, Brand, Connections, Alerts and People.

Each section has its own article: Team, Plan and billing, Notifications and Alerts, API and integrations, AI assistants, Brand, Connections and Archive client.

Step by step: edit a client’s General section

1. 1
   Step 1

   Open Client › General

   Click Settings. In the Client group, check which client is chosen in the switcher and click General. In an own-business account, General is the first section of Your account.

2. 2
   Step 2

   Edit the identification

   In Identification, set how the client shows up in the app, reports and portal:

   • Name: the client’s or your business’s name.
   • Website: the address used to detect the brand. See Brand and white label.
   • Segment: the client’s market, used in market benchmarks.

   Illustrative screen

   Korra/General

   Ask RelatorAIPT

   General

   Identification

   NameKorra

   1

   Websitehttps://korra.com.br

   SegmentFashion and accessories

   Region

   LanguageEnglish

   Time zoneAmerica/New_York

   CurrencyUSD

   2

   Business profile

   Business typeOnline storeLead generationLocal businessAppBrand

   Main metricROAS · revenue ÷ spend

   3

   1 unsaved change · NameSave

   4

   1. 1The name shown in the switcher, emails and reports.
   2. 2How this client’s dates, numbers and currency are displayed.
   3. 3The business type sets the main metric for Home, goals and benchmarks.
   4. 4The save bar only shows up when something changed, with Discard and Save.

3. 3
   Step 3

   Set the region

   In Region, choose:

   • Language: Português (Brasil), English or Español. It is the language of this client’s data and automatic texts, such as the report text.
   • Time zone: sets where the day starts and ends for this client, in dates, periods and deliveries.
   • Currency: BRL, USD, EUR, ARS, CLP, COP, MXN or GBP.
4. 4
   Step 4

   Set the business profile

   In Business profile, choose the Business type. The Main metric follows it: ROAS for online stores, CPL for lead generation, CPA for apps and local businesses, spend for brand. When the type was inferred from the data, a Suggested by RelatorAI line shows the reason and an Accept button. See Business type and KPIs.

5. 5
   Step 5

   Save

   The bar at the bottom shows how many changes are unsaved and which fields changed. Click Save, or Discard to go back to what it was.

Agency profile

• In Settings › Agency › Agency profile, the Agency name shows at the top, in invitations and in reports.
• The agency slug is fixed. To change it, contact support.
• The same section holds Market benchmarks participation and the agency logo. See Brand and white label.
• Only the agency team opens this section. Changing benchmark participation is for admins.

What happens next

• The new name shows in the client switcher and at the top as soon as you save.
• Language, time zone and currency apply to this client’s screens and reports. Details in Time zone and currency.
• One client’s settings don’t change other clients’.

Common problems

• The fields are greyed out. Your role can’t edit this client. Ask an admin.
• The section asks me to choose a client. You are in the agency view. Choose the client in the Client group switcher.
• I don’t see the Agency group. You signed in as a client person or in an own-business account. That group is only for the agency team.
• "Could not save". Try again. If it keeps happening, contact support.