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Navigating around Opteo

How to get around your Opteo account

Shaquira Jeyasingh avatar
Written by Shaquira Jeyasingh
Updated over a month ago

Navigating Opteo is easy, with everything you need accessible from the left sidebar:

Here’s a quick guide to help you find your way around:

Account Centre

Your main dashboard, called the Account Centre, is where you’ll land when you log in. Click the Opteo logo at the top left at any time to return here.


Account Settings, Linked Accounts, Impact Statistics, Billing Centre


Located at the bottom of the left sidebar, your avatar (either your profile picture, or a colourful circle if not uploaded) is your hub for managing account details like passwords, billing, and profile settings.

From here, you can access:

  • Account Settings – Manage passwords, team members, and alert preferences.

  • Linked Accounts – Link or unlink Google Ads accounts, and organise team member access.

  • Impact Statistics – View your Opteo usage and the impact we’ve had.

  • Billing Centre (Admin Only) – Manage your subscription, billing information, and download invoices.


Alerts

The bell icon in the sidebar lets you view all your alerts, keeping you up-to-date on campaign performance.


Feature Requests, Help Centre, Changelog

Clicking the (i) icon opens resources like:

  • Feature Requests

  • Help Centre

  • Changelog

Chat

The blue chat icon, just below the Opteo logo, opens your Chat Assistant, which connects ChatGPT with your Google Ads data to offer insights and guidance tailored to your campaigns.

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