Account settings

Account settings contain identifiers and defaults that apply across promotions, contacts, integrations, MCP, and RO Wallet.

General settings

Setting	Meaning
Account name	The internal and customer-facing account name used across ValueMapper surfaces.
Invite code	A controlled code used by supported account-joining workflows. Treat it as shareable access information.
Wallet currency	The ISO currency used for global credit and currency conversions. Review it carefully before issuing credit.
Category label	Optional customer-facing category wording for account presentation.
Account ID	The stable identifier used by APIs, integrations, MCP, and support. It cannot be edited.
Status	Whether the account is active. Inactive accounts cannot participate normally in customer and integration flows.

API tokens

Owners can create and revoke account API tokens. Name each token after its workload. Store Server tokens in a secret manager and never embed them in a browser or mobile app; use Client scope for approved lower-privilege client access.

Revoke a token when a workload is retired or the value may have been exposed. Update the consuming service first when continuity matters.

See Account API tokens for the difference between Server and Client scope, safe storage guidance, and rotation steps.

Connected services

Use Integrations in the account navigation to connect and inspect services such as Shopify, Klaviyo, or Tremendous. Each integration can own different parts of promotion creation, customer synchronisation, and redemption.

Removing a connected service can interrupt those workflows. Check active promotions and contact synchronisation before disconnecting it.

Related settings

• RO Wallet settings control customer-facing joining, branding, balances, and redemption choices.
• Managing merchants controls individual venues and commerce destinations.
• Managing your team controls who can access and change the account.
• Account API tokens explains token scope and lifecycle.