Configure client AI-token sales

This guide explains how to configure client AI-token sales and how to check the result before you finish.

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Before you start

  • You can open Settings.
  • You know the agency account, member, brand, domain, client portal, or preference you want to change.
  • You have access to the current setting, affected users, and required account or domain access.

Steps

  1. Choose the right scope

    Open Settings and select the agency account, member, brand, domain, client portal, or preference you want to change.

  2. Check the current state

    Review the current setting, affected users, and required account or domain access. Keep the current value or status visible before you make a change.

  3. Configure client AI-token sales

    Set the default grant, purchase packages, currency, alerts, and payment path for Client App token sales.

  4. Review before you finish

    Preview customer-facing changes and check member access before you save.

  5. Confirm the saved or submitted result

    The setting is saved for the intended account and does not change unrelated clients or locations.

EXPECTED RESULT

What you should see when you finish

  • The setting is saved for the intended account and does not change unrelated clients or locations.
  • The page shows the client or location you intended to change or review.
  • Any approval, publishing, or follow-up status is recorded separately from the draft.

If something does not look right

The option or data is missing

Check the selected scope, date range, account connection, and your permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.

The result does not match the source

Return to Settings, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.

Configure client AI-token sales FAQ

What does “Configure client AI-token sales” help me do?

Set the default grant, purchase packages, currency, alerts, and payment path for Client App token sales.

How do I know this task is complete?

The setting is saved for the intended account and does not change unrelated clients or locations.

What should I do if the option or data is missing?

Check the selected scope, account connection, date range, and permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.

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