Settings
Profile, alerts, review rules and stuck limits. Changes apply across every screen straight away and last until you refresh the page.
Profile
Who you act as when moving statuses.
Reviewers can sign off only for their own area. The marketing leader can view but not change anything.
Notifications
What you get alerted about.
When days in stage pass the threshold for its type.
So it is re-reviewed before it lapses.
When claims move back to review.
Adds a weekly summary alert to the bell.
Review rules
How pieces are built and routed.
When on, the Piece builder only adds Approved claims unless you opt in. When off, claims in review can be added freely.
When off, Review triage sends every piece to full review.
When off, the AI pre-check step in Review triage is hidden.
Stuck limits
Days in the current stage before an item is flagged as stuck (1 to 60). The dashboard, item search and alerts update straight away.
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Connected systems
Sources the visibility layer collects status from (illustrative).
Veeva Vault PromoMats Sample data
Drupal / content platform Sample data
Marketing stack Sample data
Agency or vendor Sample data
Sample data
Data is fixed as of 12 Oct 2026.