Keeping Your Workspace Running Smoothly
To access these options, click the Settings gear icon in the bottom-left corner of your sidebar or your icon/initials in the upper right corner. From here, you can navigate through several tabs to manage your account and subscription.
Exploring Your Settings
1. Profile Information
Keep your personal details current to ensure you receive the right communications:
Profile Information: Update your name, email, and public-facing name. This is how you’ll appear to other team members within the platform.
Note: 2-factor authorization is required to modify the primary email address of the account.
2. Subscription & Billing
The subscription tab provides a transparent view of your partnership with Valiant:
Active Services: View exactly which SKUs are active, from Paid Advertising and Lifecycle Marketing to Social Media Video Creation. You can see your monthly volume (e.g., number of videos or email journeys) and their respective costs.
Payment & History: Add or update your payment method and download previous invoices for your records.
3. Team Members
Manage your internal collaboration and approval workflows:
Team Members: Invite new colleagues to your account so they can collaborate on strategies and review campaign drafts and analytics.
Role-Based Permissions: Assign specific team members to Member, Admin, or Owner. Members have standard, limited access. Admins have full dashboard access and can manage all other members (except owners). Owners have full account access and all permissions.
Note: Invitations that are sent to team members expire after 7 days and can be cancelled anytime from the Team tab.
4. Notifications & Campaign Approvals
The Notifications tab is where you manage how your team receives updates from Valiant and who holds the "keys" to going live.
Communication Channels: Stay in the loop by connecting your team’s preferred workspace. You can be set up with a Discord or Slack channel to receive real-time updates and system notifications, ensuring you never miss a beat on campaign progress.
Campaign Approval Settings: This is a critical control center for your brand. Here, you define exactly which team members have the authority to approve specific content types. You can assign different team members to oversee:
Social Media Posts: Ensure your "Viral" content hits the right tone.
Advertising: Review ad creatives before they go to market.
Lifecycle Marketing: Verify that every email, funnel, and SMS journey is good to go before sending.
5. Security
Security: Change your password regularly to keep your account and proprietary company data secure.
Note: use the forgot password link if you cannot login to your account. A password reset email with a verification code will be sent to the email we have on file.
6. Legal
This section stores your legal documents and signed contracts, ensuring you always have a record of your service agreements and compliance commitments on file.
Why Workspace Management Matters
Correctly configuring your Campaign Approval Settings is the best way to prevent bottlenecks. Furthermore, keeping your Team and Notifications updated ensures that the right stakeholders are alerted the moment a win happens or a decision is needed, maintaining total visibility across your entire marketing spend.
Still have questions? We’re here to help! If you need help fine-tuning your account settings or aren't sure how to invite team members, just click the chat bubble in the bottom right to start a conversation with our team.