Brand-level vs company-level settings, cheat sheet
Company-level, team, wallet, billing, integrations, audit log. Brand-level, campaigns, lists, CRM, brand assets, per-brand spend caps.
Quick reference
| Setting | Where it lives |
|---|---|
| Team members + roles | Company |
| Wallet (top-up, balance, ledger) | Company |
| Billing + invoices + tax info | Company |
| Subscription plan | Company |
| Integrations (Stripe, HRIS, Shopify) | Company |
| Audit log | Company |
| OAuth apps (LinkedIn, X for EA) | Company |
| Campaigns | Brand |
| Saved lists | Brand |
| CRM notes on influencers | Brand |
| Brand assets (logo, color, guidelines) | Brand |
| Per-Brand spending limit | Company (set on Brand) |
| Customer Advocacy / Employee Advocacy programs | Company (audience type live on contacts) |
Rule of thumb
If it’s a financial/legal/identity decision, it’s at the Company. If it’s a marketing/operational decision, it’s at the Brand.