Brand Hub & Credentials Vault

The Brand tab belongs to a client organization. Your owner's plan must include Brand Hub, and your role must be able to manage client organizations.

Save Brand Guidance

1. Open the relevant client organization from Clients.
2. Open the Brand tab.
3. Enter the brand's voice and tone, audience, guidelines, do's, and don'ts.
4. Add keywords separated by commas.
5. Save the profile.

Use specific examples of preferred wording, audience needs, and prohibited claims. This guidance can supply brand context to supported AI work associated with that organization.

Add a Credential

1. In the Brand tab's vault section, choose Add credential.
2. Enter a label so teammates can identify the account.
3. Add the username, secret, website URL, and notes as needed.
4. Save.

Secrets are stored encrypted and are masked in the vault list. An authorized team member can use the eye control to reveal a secret, then select it again to hide it. Use the delete action to permanently remove a credential that is no longer needed.

Brand guidance and vault credentials have separate purposes. Supported AI brand context uses the brand profile; vault secrets are excluded from that context.

Access and Troubleshooting

• Brand tab is absent: check the owner's plan and your access to client organizations.
• You cannot reveal a secret: confirm you can manage the organization and that the credential belongs to it.
• A credential needs changing: remove the outdated entry and add the replacement; review its label and username before deleting it.

Related: Clients, AI Assistant, Agents & Credits.