The Configuration screen — each tile opens one area of client configuration.
Who can use it
Users with the ClientCampaignManager role can open in the left sidebar. Other client roles don’t see it. See User roles for the full permission list.Opening configuration
1
Open Configuration
Select at the bottom of the left sidebar.
2
Choose an area
Click the tile for the area you want to manage. Use the breadcrumb at the
top of the page to return to the Configuration screen.
What you can configure
Account types
Categorise the advertisers on your accounts — for example, hotels or tourist boards.
Platforms
The platforms your products are delivered on, such as on-site or social.
Channels
The sales or delivery channels you report against.
Targeting presets
Reusable targeting rules for line items and creatives.
AI configuration
Language, tone of voice and model settings for AI-generated copy and briefs.
Connectors
Connect ad platforms and AI providers to Uplift Hub.
Configuration is set per client. If you work across more than one client,
check the client name at the top of the sidebar before you make changes.