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Give team members access to ad accounts

Choose which teammates can see and work on each ad account, in bulk.

Each team member only sees the linked ad accounts they're connected to. You can give teammates access to lots of ad accounts at once, or take it away, which is handy when someone joins, moves clients or leaves.

This controls who can see and work on an ad account. It's separate from the ad account's owner, the one person responsible for its results. To set the owner, see Assigning team leads to ad accounts.

Give or remove access

  1. Go to Linked Accounts and stay on the Linked tab.

  2. Tick the ad accounts you want to change.

  3. Click Assign Team Members in the bar at the bottom of the page.

  4. Tick the team members you want to change. Use Search if your team is large.

  5. Click Connect Selected to add them, or Disconnect Selected to remove them.

The Team Members column shows who's connected to each ad account.

You can also choose team members when you first link an ad account. See Link or unlink an ad account.

Disconnecting someone only removes the ad account from their Accounts page. Opteo keeps working on it for everyone else. To switch Opteo off for the ad account, unlink it.

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