Settings & Preferences

Customize your Flexilocus experience with personal account settings, brand profile management, and notification preferences.

Table of Contents

  1. Personal Account Settings
  2. Brand Profile Settings
  3. Discovery Settings
  4. Notification Preferences

Personal Account Settings

Managing Your User Account

Your personal account settings are separate from your organization settings. These control your individual user experience on Flexilocus.

Accessing Account Settings

How to Access:

  1. Click your profile icon (top right)
  2. Select "Settings" from dropdown
  3. Click "Account" tab
  4. Or navigate to Settings > Account

Personal Profile Information

Editable Fields:

  • First name
  • Last name
  • Display name
  • Profile picture
  • Email address
  • Phone number (optional)
  • Job title
  • Department

How to Update:

  1. Settings > Account > Personal Information
  2. Click "Edit" button
  3. Modify fields
  4. Save changes

Profile Picture:

  • Click on current picture or placeholder
  • Upload new image
  • Crop and adjust
  • Save

Requirements:

  • JPG or PNG format
  • Maximum 5MB
  • Minimum 200x200 pixels
  • Square recommended

Email and Password Management

Changing Email Address:

  1. Settings > Account > Email
  2. Click "Change Email"
  3. Enter new email address
  4. Verify current password
  5. Confirmation email sent to new address
  6. Click link to confirm
  7. Email updated

Important Notes:

  • Used for login
  • All notifications sent here
  • Must verify new email
  • Old email immediately disabled

Changing Password:

  1. Settings > Account > Security
  2. Click "Change Password"
  3. Enter current password
  4. Enter new password
  5. Confirm new password
  6. Save changes

Password Requirements:

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • Special characters recommended

Forgot Password:

  1. Logout or go to login page
  2. Click "Forgot Password"
  3. Enter email address
  4. Check email for reset link
  5. Click link
  6. Create new password
  7. Login with new password

Account Security

Security Best Practices:

  • Use strong, unique password
  • Don't share login credentials
  • Review active sessions
  • Enable two-factor authentication (when available)
  • Log out on shared devices

Active Sessions:

  1. Settings > Account > Security
  2. View "Active Sessions"
  3. See all logged-in devices
  4. Review location and device info
  5. Revoke suspicious sessions

Two-Factor Authentication (Coming Soon):

  • Extra security layer
  • SMS or authenticator app
  • Required for sensitive actions
  • Recommended for all users

Account Verification Status

Verification Levels:

  • Email Verified ✓
  • Phone Verified (optional)
  • Organization Verified
  • Payment Method Verified

Why Verification Matters:

  • Full platform access
  • Trust and credibility
  • Payment processing
  • Premium features

How to Verify:

  • Email: Click link in welcome email
  • Phone: Add in settings, confirm code
  • Organization: Complete profile, submit for review
  • Payment: Add valid payment method

Deleting Your Account

Before You Delete:

  • Permanent action
  • Cannot be undone
  • All data deleted
  • Active collaborations will be affected
  • Contact support for enterprise accounts

How to Delete Account:

  1. Settings > Account > Delete Account
  2. Review warnings
  3. Enter password to confirm
  4. Select deletion reason
  5. Click "Permanently Delete Account"
  6. Confirmation email sent
  7. Click final confirmation link
  8. Account deleted within 24 hours

What Happens:

  • Immediate logout
  • All collaborations archived
  • Creators notified
  • Data deleted (30-day grace period)
  • Organization stays if you're not sole member
  • If sole member, organization also deleted

Alternatives to Deletion:

  • Downgrade to Free plan
  • Transfer organization ownership
  • Temporarily deactivate (contact support)

Brand Profile Settings

Managing Your Brand Profile

Your brand profile is what creators see when they discover you or receive invitations from you.

Accessing Brand Profile Settings

How to Access:

  1. Settings > Organization
  2. Or Settings > Brand Profile
  3. Edit profile information

Updating Company Information

Company Details:

  • Organization name
  • Description
  • Industry
  • Company size
  • Founded year
  • Website URL
  • Headquarters location

How to Update:

  1. Settings > Organization > Company Info
  2. Click "Edit"
  3. Update fields
  4. Save changes

Description Best Practices:

  • 2-4 paragraphs
  • Explain what you do
  • Highlight values
  • Mention achievements
  • Appeal to creators
  • Keep it authentic

Brand Categories

Selecting Categories:

  1. Settings > Brand Profile > Categories
  2. Click "Add Category"
  3. Select from dropdown
  4. Add multiple (recommended: 3-7)
  5. Drag to reorder by priority
  6. Save

Why Categories Matter:

  • Helps creators find you
  • Filters discovery
  • Shows content fit
  • Algorithm matching

Brand Voice and Values

Brand Voice Settings:

  1. Settings > Brand Profile > Brand Voice
  2. Select tone attributes:
    • Professional
    • Casual
    • Humorous
    • Sophisticated
    • Bold
    • Warm
    • Authoritative
    • Inspirational

Brand Values:

  • List core values
  • Explain each
  • Show how you demonstrate them
  • Help creators understand fit

Example:

Brand Voice: Warm, Inspirational, Professional

Core Values:
1. Sustainability - We're committed to carbon-neutral operations
2. Transparency - Open communication in everything we do
3. Innovation - Constantly improving and evolving
4. Community - Building meaningful relationships

This helps creators understand if our brand aligns with their personal values and content style.

Marketing Preferences

Target Audience Information:

  1. Settings > Brand Profile > Audience
  2. Define:
    • Age ranges
    • Gender breakdown
    • Income levels
    • Education
    • Interests
    • Geographic focus
    • Psychographics

Marketing Channels:

  • Platforms you're active on
  • Your official accounts
  • Budget allocation
  • Priority channels
  • Goals per platform

Campaign Types You Run:

  • Product launches
  • Brand awareness
  • Seasonal campaigns
  • Ongoing partnerships
  • Event promotions
  • User-generated content

Social Media Links

Adding Social Links:

  1. Settings > Brand Profile > Social Links
  2. Click "Add Social Link"
  3. Select platform
  4. Enter URL or handle
  5. Save

Supported Platforms:

  • Instagram
  • TikTok
  • YouTube
  • Twitter/X
  • LinkedIn
  • Facebook
  • Pinterest
  • Your website
  • Blog
  • Custom URLs

Why Add Social Links:

  • Creators research your brand
  • Shows active presence
  • Validates authenticity
  • Demonstrates platform knowledge
  • Content style reference

Discovery Settings

Controlling Brand Visibility

Discovery settings control how creators can find and contact your brand.

Allow Creator Discovery Toggle

What It Does: Controls whether your brand appears in creator discovery search results.

Enabled (Default):

  • Brand visible in discovery
  • Creators can find you
  • Can receive proposals
  • Appears in searches
  • Listed in brand directory

Disabled:

  • Not in discovery results
  • You must reach out first
  • No inbound proposals
  • Private approach
  • Manual outreach only

How to Toggle:

  1. Settings > Discovery > Visibility
  2. Toggle "Allow Creator Discovery"
  3. Save changes

When to Enable:

  • Actively seeking partnerships
  • Want inbound interest
  • Have capacity for proposals
  • Building creator network
  • Open to opportunities

When to Disable:

  • Only working with existing creators
  • At capacity
  • Private outreach strategy
  • Testing/planning phase
  • Not ready for outreach

Minimum Follower Requirements

Set minimums to filter which creators can reach out to you.

Per-Platform Minimums:

  1. Settings > Discovery > Requirements
  2. Set minimums for each platform:
    • YouTube: X subscribers
    • Instagram: X followers
    • TikTok: X followers
    • X/Twitter: X followers
    • LinkedIn: X connections
    • Newsletter: X subscribers
    • Podcast: X subscribers

Strategy by Requirement:

No Minimum:

  • Open to all creator sizes
  • Testing micro-influencers
  • Maximum reach
  • More proposals to review

Low Minimum (5K-10K):

  • Focus on micro-influencers
  • High engagement priority
  • Budget-conscious
  • Niche audiences

Medium Minimum (50K-100K):

  • Established creators
  • Balance of reach and cost
  • Professional content
  • Most common setting

High Minimum (500K+):

  • Macro-influencers only
  • Significant reach focus
  • Large campaigns
  • Premium budget

Example Settings:

YouTube: 50,000 subscribers
Instagram: 100,000 followers
TikTok: 75,000 followers
LinkedIn: 10,000 connections
Podcast: 25,000 subscribers

Brand Visibility Preferences

What Creators See:

Full Visibility:

  • Complete brand profile
  • All company information
  • Social media links
  • Past campaigns (if public)
  • Team member names (if allowed)

Limited Visibility:

  • Basic information only
  • Company name and logo
  • Industry
  • Website link
  • Contact button

How to Configure:

  1. Settings > Discovery > Visibility Details
  2. Select visibility level
  3. Choose what to display:
    • ☑ Company description
    • ☑ Team members
    • ☑ Social links
    • ☑ Values and mission
    • ☑ Past work examples
  4. Save preferences

Preferred Categories

Set Preferred Creator Categories:

  1. Settings > Discovery > Preferences
  2. Select preferred categories
  3. Creators in these categories prioritized
  4. Appears in your profile

Benefits:

  • Creators know you're interested
  • Better matching
  • Relevant proposals
  • Clear focus

Notification Preferences

Managing Notifications

Control how and when you receive notifications from Flexilocus.

Email Notification Settings

Access Email Settings:

  1. Settings > Notifications > Email
  2. Toggle individual notification types
  3. Set frequency preferences
  4. Save changes

Email Notification Types:

Collaboration Notifications:

  • ☑ New collaboration invitation
  • ☑ Collaboration accepted
  • ☑ Collaboration declined
  • ☑ Creator sent message
  • ☑ Content submitted for review
  • ☑ Collaboration completed

Proposal Notifications:

  • ☑ Proposal received from creator
  • ☑ Counter-proposal received
  • ☑ Proposal accepted
  • ☑ Proposal declined

Campaign Notifications:

  • ☑ New campaign application
  • ☑ Campaign milestone reached
  • ☑ Campaign deadline approaching

Message Notifications:

  • ☑ New message in collaboration
  • ☑ Unread message reminders
  • ☑ Mention in team chat

Account Notifications:

  • ☑ Team member added
  • ☑ Subscription expiring
  • ☑ Payment processed
  • ☑ Payment failed
  • ☑ Security alerts

Notification Frequency Settings

Real-Time (Default):

  • Immediate email per event
  • Best for active users
  • Stay on top of everything
  • Can be overwhelming

Digest Mode:

  • Daily digest at set time
  • Summary of all activity
  • Reduce email volume
  • Good for busy users

Custom Schedule:

  • Set specific hours
  • No notifications outside hours
  • Respect work/life balance
  • Timezone-aware

How to Set Frequency:

  1. Settings > Notifications > Frequency
  2. Select mode:
    • Real-time
    • Daily digest (choose time)
    • Weekly digest (choose day)
    • Custom schedule
  3. Save preferences

Per-Collaboration Notifications

Mute Specific Collaborations:

  1. Open collaboration
  2. Click settings (gear icon)
  3. Toggle "Mute Notifications"
  4. Still accessible, just no alerts

Priority Collaborations:

  1. Mark collaboration as priority
  2. Always get notifications (even if digest mode)
  3. Urgent campaigns
  4. VIP creators

In-App Notifications (If Available)

In-App Settings:

  1. Settings > Notifications > In-App
  2. Enable/disable types
  3. Sound preferences
  4. Desktop notifications

Types:

  • Message notifications
  • Status updates
  • Deadline reminders
  • Team mentions
  • System alerts

Team Member Notifications

Control Team Notifications:

  1. Settings > Notifications > Team
  2. Configure:
    • ☑ Team member joins
    • ☑ Role changes
    • ☑ Team member leaves
    • ☑ Team mentions
    • ☑ Collaboration assignments

Notification Troubleshooting

Not Receiving Emails:

  1. Check spam/junk folder
  2. Verify email address correct
  3. Check notification settings enabled
  4. Whitelist flexilocus.com domain
  5. Contact support if issue persists

Too Many Notifications:

  1. Switch to digest mode
  2. Disable less critical notifications
  3. Mute non-priority collaborations
  4. Set custom schedule
  5. Use filters

Missing Important Notifications:

  1. Check all notification types enabled
  2. Verify not in spam
  3. Add exceptions for priority items
  4. Enable multiple channels
  5. Set up backup notifications

Best Practices

Account Security

Maintain Security:

  • Change password every 3-6 months
  • Review active sessions monthly
  • Don't share credentials
  • Use work email
  • Enable 2FA when available

Profile Optimization

Keep Profile Current:

  • Review quarterly
  • Update after rebrands
  • Refresh imagery
  • Keep team list current
  • Update social links

Complete Profile:

  • Fill all sections
  • Add detailed descriptions
  • Professional imagery
  • Active social links
  • Current information

Notification Management

Find Your Balance:

  • Start with all enabled
  • Disable overwhelming ones
  • Keep critical notifications
  • Adjust as needed
  • Review preferences quarterly

Responsive Without Overwhelm:

  • Digest mode for low priority
  • Real-time for urgent
  • Mute completed collaborations
  • Set working hours

Troubleshooting

Can't Change Email

Possible Issues:

  • Current password incorrect
  • New email already in use
  • Verification email in spam
  • System error

Solutions:

  • Reset password first
  • Try different email
  • Check spam folder
  • Contact support

Settings Not Saving

Try:

  • Refresh page
  • Clear browser cache
  • Try different browser
  • Check internet connection
  • Contact support

Notifications Still Coming After Disabling

Check:

  • Settings actually saved
  • Email filters not overriding
  • Other team members enabling
  • Cache needs clearing
  • May take 24 hours to fully process

Next Steps

Proper settings configuration ensures a smooth Flexilocus experience. Take time to customize to your needs!