Brands

Managing brands and contacts

Create brand records, maintain contacts, and control consent for outgoing notifications.

Updated August 22, 2026

Set up a brand

  1. 1Open Brands and choose Add Brand, or open a brand to edit it.
  2. 2Enter the company name, status, address, and primary contact details.
  3. 3Review contact role and notification-consent options for delivery updates and payment reminders.
  4. 4Save the record, then use it when creating a collaboration or invoice.
Note:An email address alone does not guarantee delivery. The relevant notification must be enabled and the contact must have consent where required.
Tip:Search and status filters help separate active clients from archived or inactive brand relationships without deleting history.

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