Settings and Administration
How to manage brands, upload formats, data streams, and team access.
Settings and Administration
Settings contains the account configuration that keeps daily workflows reliable: brands, import formats, data streams, users, and billing.
Brands
Brands define the client or object being analyzed. Most workspace data is scoped by brand, so create brands before importing messages or launching reports.
Upload formats
Upload formats describe how CSV/XLSX files should be parsed:
- source system;
- file type;
- sheet and start row;
- text/date/author columns;
- tag and metadata extraction rules.
Keep formats updated when source exports change.
Data streams
Data streams collect messages from configured providers. A stream has a brand, provider, status, retention period, and provider-specific configuration.
Use Run now for a manual sync and check the latest run status before building datasets from stream messages.
Users
Every member sees the list of users with their roles. The company owner approves and adds members, changes roles and brand access, and deactivates users who should no longer work in the account. See Roles and permissions.
Product access
Some sections can be locked by product access. Locked items show a request or pending state. Submit an access request when a workspace, AI report, or data-stream capability is needed.