Setting up your Opteo account is straightforward. Follow these simple steps to set up your Opteo account and onboard your team:
Add a Profile Picture
Upload a profile picture in Account Settings to keep things organised. When you create white-labelled reports or Scorecard audits, your profile picture will be included, giving these documents a more professional look.
Inviting team members is free, with no limit on the number of seats, so feel free to bring your whole team onboard.
To add team members, click your avatar in the bottom left and go to Account Settings. There, you can invite your team to collaborate within Opteo.
If you or your team manage multiple ad accounts, Opteo makes it simple to control access, organise linked accounts, and stay within your subscription limits.
Go to Linked Accounts by clicking the three dots in the bottom left, then:
Connect ad accounts: Click the 'Import Account' in the top right to create a connection to your ad account. If you manage multiple MCCs or accounts under different email addresses, simply click 'Import Account' again so you can link them all to Opteo.
Connect other ad platforms: To link Meta, Microsoft, or LinkedIn accounts, simply hit the 'Google Ads' drop down in the top right to switch between platforms. Repeat the process above.
Link or unlink ad accounts: Unlink any accounts you no longer want to manage in Opteo to hide them. Vice versa, if an account is missing, find it in the Unlinked list and link it so you and your team can use it in Opteo.
Assign accounts to team members: Each team member can view only the accounts they manage, keeping their Account Centre clutter-free.
Once you've completed these steps, your Opteo account will be ready to use.
The next step is to head to your Opteo Account Centre, and start diving into the ad accounts you manage. For guidance, check out our Client Account Setup guide.