What are the different user roles in Opteo?
There are two roles available in Opteo:
Admin – has access to team-wide settings, billing, and user management
User – can access and work on ad accounts, but can't manage billing or team permissions
For most day-to-day work, the roles are nearly identical. The difference only matters when it comes to billing and team management.
Admin-only: access to the Billing Centre
Only admins can access the Billing Centre, where you can:
View and change your subscription plan
Update payment methods
Apply discount codes
Cancel or switch plans
Download invoices and manage invoice settings
If you're a user and need to update billing, you'll need to ask an admin on your team.
Admin-only: Managing team members
In Account Settings → Team Members, admins can:
Remove users from the team (this permanently deletes their login from Opteo)
Grant admin access to other teammates
Remove admin access if needed
⚠️ Removing a user is permanent — they’ll need to create a new login if they want to rejoin in future.
Where to check your role
To check whether you're an admin or user:
Click your profile avatar in the bottom-left corner
Open Account Settings
Click on the Team Members section
Your role will be listed next to your name (e.g. “Admin” or “User”).
FAQs
Q: Can I upgrade someone to admin?
A: Only admins can grant admin access to others. If you’re not an admin, you’ll need to ask someone who is or reach out to our support team.
Q: I was removed from a team — can I get back in?
A: If your user was deleted, you’ll need to create a new Opteo login to rejoin the team.